Setting up customers and ship tos for consolidated invoicing

  1. Select Customer > Setup > Customer.
  2. Open the customer record, and then click Edit.
  3. In the General view, specify values for the fields in the Consolidation section.

    The Last Consolidation Date is used to determine the next consolidation date. The date must be the current date or a prior date.

  4. Click Save.

    If you selected Ship To in the Invoice Type field, continue with the next step.

  5. Select Customer > Setup > Customer Ship To.
  6. Open the ship to record, and then click Edit.
  7. In the General view, specify values for the fields in the Consolidation section.

    This table shows the results of different Invoice Type values in Customer Setup and Customer Ship To Setup:

    Customer Invoice Type Ship To Invoice Type Results
    None Ignored Customer and ship to are not consolidated.
    Customer PO Ignored Order transactions are consolidated for customer into separate invoices for each PO and one for all invoices with no PO.
    Order Ignored Order transactions are consolidated for that sequence of orders into a single separate invoice.
    Ship To None Ship to is not consolidated. Customer-specific orders without a ship to are consolidated.
    Ship To Ship To Order transactions for the ship to are consolidated into a single invoice.
    Ship To Customer PO Order transactions for the ship to are consolidated into separate invoices for each PO and one invoice for all orders with no PO.
    Ship To Order Order transactions are consolidated for that sequence of orders into separate invoices.
  8. Click Save.