Grouping and Line Ordering Rules

GROUPING RULES:

Define grouping rules that Auto Invoice will use to group revenue and credit transactions into invoices, debit memos, and credit memos. Grouping rules specify attributes that must be identical for lines to appear on the same transaction.
Grouping rules include mandatory attributes which are always included in all grouping rules, and optional attributes which may be included in a grouping rule. Optional attributes may be added to the mandatory attributes to create new grouping rules. To be included in a group a transaction must always match on all of the mandatory attributes as well as on all of the optional attributes included in a grouping rule

Note: The Grouping Rules window only displays the optional attributes included in a grouping rule. This window does not display any mandatory grouping attributes. The mandatory attributes are the same for all grouping rules. Use the Ordering and Grouping Rules Listing report to view all of the mandatory and optional attributes assigned to your grouping rules.

Auto Invoice uses the following hierarchy to determine which grouping rule to use for a transaction line:
1) The grouping rule specified in the Transaction Sources window for the batch source of the transaction line
2) The grouping rule specified in the Customer Profile Classes window for the bill-to site use of the transaction line
3) The grouping rule specified in the Customer Profile Classes window for the bill-to customer of the transaction line
4) If you do not specify a rule in either the Transaction Sources or Customer Profile Classes window, Auto Invoice uses the default grouping rule specified in the System Options window

EG:

In the diagram below, the grouping rule specifies that to appear on the same invoice items must match on all of the mandatory attributes, for example currency (CURRENCY_CODE) and bill-to address (ORIG_SYSTEM_BILL_ADDRESS_ID) and must also match on the optional attribute of order type (SALES_ORDER_SOURCE). For example, in the diagram, assume that all mandatory attributes match other than currency and bill-to address. Items A and B share the same currency and order type, so they appear on the same invoice (Invoice 1). Item C has the same currency as A and B, but it has a different order type, so it appears on its own invoice (Invoice 2). Items D and E share the same currency and Order Type, so they appear on the same invoice (Invoice 3).

Currency     Bill To         Item         Attribute 1(Order # )      Attribute2(Order type)

USD              ACME            A             12345                        Domestic

USD              ACME              B              3456                       Domestic

USD             ACME              C             4567                         No ship

HKD             BONN             D             3456789                            International

HKD             BONN               E             501                                   International

Output:

Invoice 1: A, B

Invoice 2: C

Invoice 3: D, E

LINE ORDERING RULES:

Auto Invoice uses these rules to order transaction lines when grouping the transactions it creates into invoices, debit memos, and credit memos. You can assign a line ordering rule to each grouping rule.
You also assign transaction attributes to your line ordering rules. Auto Invoice uses these attributes to order invoice lines. You can assign a priority to these attributes for each of your invoice line ordering rules. You can also specify an ascending or descending order for each transaction attribute assigned to a rule.