Invoice Line Summarization

When you assign summarization templates to the lines in a bill, you can print an invoice in which the lines are grouped and summarized according to the criteria in the template. The print options on most invoicing run control pages enable you to print a summarized invoice, a detail (regular) invoice, or both types of invoice for any bill. If the print options are not available, such as when you use the Invoice or Pro Forma buttons from the bill entry pages, Billing will print the summarized invoice if any lines in a bill are assigned a summarization template (and a detail invoice will not be printed).

Bill lines can be grouped and summarized by any of the bill line fields. In addition, the system can use two summarization fields, Summarization Group Type and Summarization Group.

Note:

The Summarization Group Type and Summarization Group fields may not be used in the configuration of a particular summarization template. When they are used in the template configuration, the fields must be populated for the bill lines to be summarized correctly.