Setting up Sales Consolidation

To use Sales Consolidation you must first create a Sales Consolidation Groups (CGS).
Note: If the purpose of the Consolidation Group is only to combine multiple orders into one invoice, but not to consolidate the lines, then the rules should only contain entries with Rule Type Header. That is, there should be no entries with Rule Type Line.
  1. Complete this information:
    Consolidation Group Name
    The name for the group.
    Description
    The description.
    Short Heading
    The short heading.
    Lookup Code
    The lookup code.
    Status
    The status.
  2. From the Action menu select Consolidation Rules to display the Sales Consolidation Rule Setup form.
    The next stage is to create rules for the group. This means that when the group is used all the rules are applied.
  3. Complete this information:
    Consolidation Group Id and Short Heading
    These fields are automatically populated from the current consolidation group record.
    Rule Type
    The type of rule or where it is applied. Options are: Header or Line.
    Table Name
    The table to which the rule is applied
    Column Name
    The table column to which the rule is applied.
    Description
    The description.
    Short Heading
    The short heading.
    Lookup Code
    The lookup code.
    Status
    The status.
  4. Continue creating all the lines required for the group.
  5. From the Action menu select Assign Document Format. This displays the Sales Consolidation Group Assign Document Format.
    If required, you can assign a document format to a consolidation group so that when the group is applied a particular document format is used. For example, a specific invoice format.
  6. Complete this information:
    Consolidation Group Id and Short Heading
    These fields are automatically populated from the current consolidation group record.
    Document Format Code
    The required document format.
    Sequence
    If a sequence of document formats is to be used when the consolidation group is applied, this is the number in the sequence for this line.
    Default Group
    If this box is checked this group is used as the default for this document format.
    Description
    The description.
    Lookup Code
    The lookup code.
    Status
    The status.
  7. Click Exit to close.