Grouping Line Items and Auto-Creation

You can group line items during auto-creation of BP records, in Lease type business process (BP).

1. Go to the shell tab, and switch to Admin mode.
2. In the left Navigator, select Setup, and then select Business Process to open the Business Processes log pane.
3. From the Business Processes log, select a Leases BP, for example, Leases - Tenant BP.
4. Select a BP record, and select Open to open the Business Process Setup window.
5. Select the Auto Creation tab.
6. From the left pane, select Payment Request (or Payment Invoice).
7. On the right pane, select Enable grouping of line items when auto-creating records from line item tabs.
8. From the Group By field, click Select, and proceed to select the data element, or elements, that you want from the Select Data Elements window.
9. When finished, select Apply, and then select OK.

Consolidating strings cannot take place if the field values are different. As a result:

• If you select a data element other than "Payment Type" (uuu_lse_pay_type) in the Group By field and the auto-created record has a different payment type across the grouped line items, the auto-created BP record will have a blank payment type.
• Same logic is followed if a data element is present in the auto-created BP record, but the data element has a different value across the line items.