Setting Up a Sequence and Summarization Key

Access the Invoice Sequence/Summarization Table form.

Summarization Key

Enter the table key to specify how the system should summarize JD Edwards EnterpriseOne Service Billing invoices. Within each table that is identified by the table key, multiple associated key fields specify the level and method for sorting and summarizing the service billing detail transactions.

Break Level

Enter a number to specify where in the sequence this data item should appear.

Summ Code (summarization code)

Enter a code to specify how the system should summarize records in the Service Billing Workfile when you generate invoices. Values are:

I: Summarize at the invoice number level.

P: Summarize at the invoice pay item level.

Note: You must specify one I and one P for each sequence and summarization key combination.

Seq/Summ Data Item (sequence/summarization data item)

Specify data items to define the sequence of information on invoices. Specific fields in the Billing Workfile are designated as valid data items that you can include on an invoice.

Note:

Each summarization rule must include one summarization code I to control the creation of new invoices, and one summarization code P to control the creation of invoice pay items.

You can use as many data items as you want to sequence billing detail information. The numbers that you enter in the Break Level field control how the system groups billing information on the invoices within the batch.