Setting Up Consolidated Invoices

You can set up consolidated invoicing for a customer, a customer order, or a customer order line/release.

Customer

If you set up consolidated invoicing for a customer, all orders and lines/releases subsequently entered for the customer are marked to be invoiced with consolidated invoicing. This default can be overridden at the individual order level or line/release level.

1. Access the Customers form.
2. Select a customer.
3. On the Credit tab, select the Consolidated check box.
4. If you want to combine similar line items into a single line on an invoice, select the Summarize check box. The Summarize field is enabled only if Consolidated Invoice is selected.
5. Select an invoicing frequency from the Invoice Freq list.
6. If you plan to ship customer order items under delivery orders, select an invoice type in the DO Invoice field.
7. When you are finished, save the record.

Customer Order

If you set up consolidated invoicing for a customer order, all lines/releases subsequently entered under the order are marked to be invoiced with consolidated invoicing. This default can be overridden at the individual line/release level.

1. Access the Customer Orders form.
2. Select an order.
3. On the General tab, select the Consolidated Invoice check box.

   NOTE: The Consolidated Invoice field is enabled only if the order Status is Ordered or Planned, the order is not an EDI order, and the excise exchange setting for the order (Excs Exch field on the Tax Info tab of the Customer Orders form) is the same as the excise exchange setting for the customer (Excs Exch field on the Codes tab of the Customers form).

4. If you want to combine similar line items into a single line on an invoice, select Summarize Lines.
5. Select an invoicing frequency from the Invoice Freq field.
6. When you have finished, save the record.

Customer Order Line/Release

You can mark a customer order line for consolidated invoicing in the Customer Order Lines form. To mark a blanket order release, use the Customer Order Blanket Releases form.

1. Access the Customer Order Lines form or the Customer Order Blanket Releases form.
2. Select an order.
3. Select an order line or a release.
4. On the Amounts tab, select the Consolidated Invoice check box.

   NOTE: The Consolidated Invoice field is enabled only if the line/release Status is Ordered or Planned, the order is not an EDI order, and the excise exchange setting for the order (Excs Exch field on the Tax Info tab of the Customer Orders form) is the same as the excise exchange setting for the customer (Excs Exch field on the Codes tab of the Customers form).

5. If you want to combine similar line items into a single line on an invoice, select Summarize Lines.

   NOTE: The Summarize Lines field is enabled only if the Consolidated Invoice field is selected, there is not more than one line of notes, and the item is not a configurable item (the Configuration Flag check box on the Items form, Controls tab, is cleared).

6. Select an invoicing frequency from the Invoice Freq list.
7. When you have finished, save the record.

Related Topics

Consolidated Invoice Overview

Consolidated Invoice Generation

Consolidated Invoices Workbench

Consolidated Invoicing

Invalid Consolidated Invoice Records

Packages, Weight, Freight, and Miscellaneous Charges in Consolidated Invoices