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FS - All Charge Consolidation Workflow

The FS - All Charge Consolidation workflow batches consolidation charges.

You can run this workflow as a batch process.

NOTE:  It is recommended that you run the charge consolidation process on the same repeating schedule as the contract schedule created for the charge plans.

Figure 18 shows this workflow.

Figure 18. FS - All Charge Consolidation Workflow

Workflow Description. This workflow performs the following actions:

1. GenerateConsolidationPlanList. This step generates a list of consolidation plans. The list is generated from the FS Invoice Consolidation Plan business component when the Released field is selected and the Next Invoice Date field is less than or equal to the current date.
2. GetNextPlan. This step retrieves each consolidation plan from the list. After retrieval, GetNextPlan passes the consolidation plan ID to the Set Next Consolidation Date subprocess. This subprocess calls the FS - Charge Consolidation wo Goto Invoice View workflow.

   In this subprocess, the user interface steps are removed because the workflow is expected to run as a batch process with little or no intervention from the user. The first step of this subprocess retrieves the consolidation rule from the consolidation plan with the correct plan ID.

   CAUTION:  In the repository, the business object property in the FS - Charge Consolidation wo Goto Invoice View workflow is set to FS Invoice Consolidation. Clear this business object property, redeploy the workflow, and test it. If you do not change this object property, then performance issues might result.

3. True? This step determines whether more consolidation plans exist to process. If no more consolidation plans exist, then the workflow terminates. If more consolidation plans exist, then the workflow continues to the next step.
4. ProcessOnePlan. This step actually runs the consolidate plan. The process then updates the Next Invoice Date field on the FS Invoice Consolidation Plan business component so that the charge consolidation workflow can determine when to next run the plan.