You can group line items during auto-creation of BP records, in Lease type business process (BP).
- Go to the project/shell and switch to Admin mode.
- From the left-hand Navigator, click Setup node to expand.
- Click the Business Processes node to open the Business Processes log pane.
- From the Business Processes log click to select a Leases BP, for example, Leases - Tenant BP.
- Click to select a BP record and click Open to open the Business Process Setup window.
- Click the Auto Creation tab.
- From the left-hand pane, click Payment Request (or Payment Invoice).
- On the right-hand pane click to select Enable grouping of line items when auto-creating records from line item tabs.
- From the Group By field, click Select and proceed to select the data element, or elements, that you want from the Select Data Elements window.
- When finished, click Apply, and then click OK.
Consolidating strings cannot take place if the field values are different. As a result:
- If you select a data element other than "Payment Type" (
uuu_lse_pay_type), in the Group By field and the auto-created record, has different payment type across the grouped line items, then the auto-created BP record will have a blank payment type. - Same logic is followed if a data element is present in the auto-created BP record, but the data element has a different value across the line items.