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