Grouping Line Items and Auto-Creation

You can group line items during auto-creation of BP records, in Lease type business process (BP).

Go to the project/shell tab and switch to Admin mode.
In the left Navigator, click Setup > Business Process to open the Business Processes log pane.
From the Business Processes log, select a Leases BP, for example, Leases - Tenant BP.
Select a BP record and click Open to open the Business Process Setup window.
Click the Auto Creation tab.
From the left pane, click Payment Request (or Payment Invoice).
On the right pane, 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 a 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.

Last Published Thursday, December 14, 2023