Document Format (DFS) - Consolidation Rules

Sales Consolidation Group Rules allow the consolidation of order lines on the invoice, provided that the lines conform to certain rules. For example, a rule might dictate that if the order lines have the same item code, then they can be consolidated onto one line of the report or document.

You can assign one or more consolidation groups to a document format to determine how the sales related data should be consolidated on the report.

To assign a consolidation group:

  1. Select the Action > Assign Sales Consolidation Rules menu option, or click Consolidation Rules, to display the Document Formats Assign Sales Consolidation Rules form.
  2. Select the group of rules in the Consolidation Group Name field.
  3. Click OK to assign the rules to the document format.
  4. Save your changes.
Temat nadrzędny: Setting up document formats