Create Consolidated Invoice/Bill

This page is accessed via Financials > Process Management > Create Consolidated Invoice/Bill.

The Create Consolidated Invoice/Bill process creates new consolidated invoices or bills containing all the invoices or bills that return from the saved query you specify. The financial consolidation type for all the returned invoices or bills are changed from "standard" to "child."

Entering a Consolidated Invoice/Bill

1. Enter a Service Provider Profile ID. You can configure Oracle Transportation Management to create consolidated invoices based on this service provider profile and the saved query. This process will create a single consolidated invoice for each service provider in the service provider profile. The child invoices are all invoices that meet the criteria defined in the saved query.
2. Enter a Saved Query ID.
3. Enter a User Role. When you run, publish, or schedule a recurring process, you can specify the user role used to perform the process, just like when you run agents. The user role can be used to specify a separate VPD role or another domain to run the agent. When a recurring process is modified, the user role of the recurring process can be modified as well.
4. Select a Log Profile to generate focused logging when reproducing an error for the specific action. You cannot select a log profile when you choose to schedule a process, as automatic generation of action logs is not supported.
5. Select Execute, Publish, or Schedule to determine when the process will be executed.
6. Click Submit.