Consolidated invoicing combines a customer's invoices for multiple orders. Depending on the forms you use for printing, a consolidated invoice can list all the products, can list all the transaction numbers and amounts, and provide the total amount due.
Following are the control maintenance records used when printing consolidated invoices, along with additional setup requirements.
Set the following control maintenance records:
In Product Maintenance, create a placeholder product used only for consolidated invoices. This miscellaneous charge product should have a product status of MiscChrg (as designated in the Status field). Give the placeholder product a meaningful description, such as Consolidated Product, which distinguishes it from a real product. The description is used for consolidated invoicing.
After you create the placeholder product, specify this product using the Control Maintenance record "Consolidated Invoicing Product," listed above.
In Customer Maintenance, specify whether a ship-to customer gets consolidated invoices by default.
You can set a sales order for consolidated invoicing. To do this, specify Yes to Consolidated Invoicing in the order's Job Maintenance window. This window is also used when creating master job bids.
The initial setting in the order's Job Maintenance window comes from the customer's Job Maintenance settings. A setting for the order overrides the customer's default settings.
Note: If a junior order is related to a master job bid in Job Bid Tracking, the master job bid's setting is the default for the junior order's Consolidated Invoicing field.
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