Setting up customers and ship tos for consolidated invoicing

Select .

Open the customer record, and then click Edit.

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.

Click Save.

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

Select > > .

Open the ship to record, and then click Edit.

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.

Click Save.