Adding Consolidated Invoice Lines

The result of adding lines to a consolidated invoice record varies depending on the DO Invoice type and on whether the added lines are marked for summarization. When you add lines to an invoice for a delivery order with the DO Invoice type Single By PO, the system creates a new invoice header. When you add lines to an invoice for a delivery order with the DO Invoice type Consolidated or to an invoice not linked to a delivery order, the system adds the lines to the current invoice. Added line items that are marked as Summarize Lines in the customer order are grouped with similar items under one line, new or existing (note that summarization does not apply to delivery order invoices).

In the Consolidated Invoices Workbench, specify a consolidated invoice, or an invoice for a delivery order with a DO Invoice type of either Consolidated or Single by PO.
In the Lines tab, click Add. The system prompts you if there are no additional orders to be added to the consolidated invoice.
If a consolidated invoice, or a delivery order of type DO Invoice was specified in step 1, the Add Consolidated Line form displays customer order lines that are marked for consolidated invoicing, have been shipped, and have not been processed for inclusion in a consolidated invoice record.

If a delivery order of type Single by PO was specified in step 1, the Add Single by PO Line form displays any customer purchase orders that are associated with a delivery order but for which consolidated invoice records do not exist. A purchase order with no number displays as a blank line in the form.
Specify an order or order line.
Click OK. If a consolidated invoice, or a delivery order of type DO Invoice was specified in step 1, the system adds the line to the current invoice. If a delivery order of type Single by PO was specified in step 1, the system creates a new invoice.

Note: You cannot add consolidated invoice lines for delivery order invoices with the DO Invoice type Single.