1. Implementing Receivables Credit to Cash
  2. AutoInvoice Grouping Rule Attributes

AutoInvoice Grouping Rule Attributes

AutoInvoice grouping rules determine how to group transaction lines into transactions during AutoInvoice import.

AutoInvoice grouping rules contain both mandatory and optional transaction attributes. Two or more transaction lines must contain identical transaction attributes for AutoInvoice to group them together in the same transaction.

For example, transaction number (TRX_NUMBER) is a mandatory attribute of all grouping rules. If you have two records in the interface tables with different transaction numbers, AutoInvoice creates separate transactions for each record.

You can't delete a mandatory attribute from any grouping rule, but you can add optional attributes to the mandatory attributes to create a new grouping rule.

Note: If you have Order Management and Revenue Management (OM-RMCS) integration enabled, then the optional transaction attribute sales order date (SALES_ORDER_DATE) is a mandatory attribute for AutoInvoice to import sales orders from Order Management.

Mandatory Transaction Attributes

The AutoInvoice grouping rule provides the following mandatory transaction attributes from the RA_INTERFACE_LINES_ALL table. All of these transaction attributes apply to all transactions created using AutoInvoice grouping rules:

  • BILL_PLAN_NAME

  • BILL_PLAN_PERIOD

  • COMMENTS

  • CONS_BILLING_NUMBER

  • CONVERSION_DATE

  • CONVERSION_RATE

  • CONVERSION_TYPE

  • CREDIT_METHOD_FOR_ACCT_RULE

  • CREDIT_METHOD_FOR_INSTALLMENTS

  • CURRENCY_CODE

  • CUSTOMER_BANK_ACCOUNT_ID

  • CUST_TRX_TYPE_ID

  • DOCUMENT_NUMBER

  • DOCUMENT_NUMBER_SEQUENCE_ID

  • GL_DATE

  • HEADER_ATTRIBUTE1-15

  • HEADER_ATTRIBUTE_CATEGORY

  • HEADER_GDF_ATTRIBUTE1-30

  • INITIAL_CUSTOMER_TRX_ID

  • INTERNAL_NOTES

  • INVOICING_RULE_ID

  • ORIG_SYSTEM_BILL_ADDRESS_ID

  • ORIG_SYSTEM_BILL_CONTACT_ID

  • ORIG_SYSTEM_BILL_CUSTOMER_ID

  • ORIG_SYSTEM_SHIP_CONTACT_ID

  • ORIG_SYSTEM_SHIP_CUSTOMER_ID

  • ORIG_SYSTEM_SOLD_CUSTOMER_ID

  • ORIG_SYSTEM_BATCH_NAME

  • PAYMENT_SERVER_ORDER_ID

  • PAYMENT_SET_ID

  • PREVIOUS_CUSTOMER_TRX_ID

  • PRIMARY_SALESREP_ID

  • PRINTING_OPTION

  • PURCHASE_ORDER

  • PURCHASE_ORDER_DATE

  • PURCHASE_ORDER_REVISION

  • REASON_CODE

  • RECEIPT_METHOD_ID

  • RELATED_CUSTOMER_TRX_ID

  • SET_OF_BOOKS_ID

  • TERM_ID

  • TERRITORY_ID

  • TRX_DATE

  • TRX_NUMBER

Optional Transaction Attributes

The AutoInvoice grouping rule provides the following optional transaction attributes from the RA_INTERFACE_LINES_ALL table. You can assign one or more of these attributes to transaction classes within a grouping rule:

  • ACCOUNTING_RULE_DURATION

  • ACCOUNTING_RULE_ID

  • ATTRIBUTE1-15

  • ATTRIBUTE_CATEGORY

  • INTERFACE_LINE_ATTRIBUTE1-15

  • INTERFACE_LINE_CONTEXT

  • INVENTORY_ITEM_ID

  • REFERENCE_LINE_ID

  • RULE_START_DATE

  • SALES_ORDER

  • SALES_ORDER_DATE (mandatory for Order Management - Revenue Management integration)

  • SALES_ORDER_LINE

  • SALES_ORDER_REVISION

  • SALES_ORDER_SOURCE

  • TAX_CODE

  • TAX_RATE