Define AutoInvoice Grouping Rules

Define an AutoInvoice grouping rule to identify the transaction attributes that must be identical in order to group transaction lines on the same transaction.

1. In your implementation project, navigate to Define Subscriptions > Define Customer Billing Configuration for Subscription Managementand open the Manage AutoInvoice Grouping Rules task.

2. Click Create to create a grouping rule. Optionally, select ordering rule.

3. Enter name and effective date.

4. Click Add Rowin the Transaction Classes section and select an appropriate transaction class.

5. Optionally, enter grouping characteristics for each transactional class.