Summarize/Summarize Lines

Select this field to enable summarization of lines on consolidated invoices. Summarization consists of combining several customer-order line items into a single line on a consolidated invoice. With the field selected for a customer-order line item, the item will be combined with other line items that are marked for summarization and have the same:

• Customer Item
• Customer PO
• U/M
• Unit Price
• Sales Discount
• Drop/Ship To
• Description
• Notes (the content must be identical and no longer than one line)

The field is disabled if the Consolidated Invoice field is not selected. This field is also cleared upon save if the Consolidated Invoice field is not selected.

Items shipped under delivery orders are not summarized.

On the Customers or Multi-Site Customers form, select the field to enable summarization for all orders and lines/releases subsequently entered for the customer. This customer-level default can be overridden at the individual order level or line/release level. A change to the field does not affect any consolidated invoice records currently in process.

On the Customer Orders form, select the field to enable summarization for all lines/releases subsequently entered under the order. The option can be overridden at the individual line/release level. The default is the value of the Summarize Lines field set for the customer on the Customers form. The field is disabled if the current order is an EDI order or if the excise exchange rate for the order is different from the excise exchange rate for the customer. A change to the field does not affect any consolidated invoice records currently in process.

On the Customer Order Lines and Customer Order Blanket Releases forms, select the field to mark the line/release to be included among summarized lines. The default is the value of the Summarize Lines field set for the order in Customer Orders. The field is disabled if the current order is an EDI order or if the excise exchange rate for the order is different from the excise exchange rate for the customer.

On the Consolidated Invoices Workbench form, the field indicates whether Summarize Lines was enabled for the item(s) in the invoice line browser.