\nAuto Invoice program will look for the Grouping Rule name in the below order:
\n1.First looks if Grouping Rule is given in the Transaction Sources Window for the batch source of the line.
\nNavigation: Receivables responsibility > Setup >Transactions > Sources
\n
![\"Screenshot_042414_055317_PM\"](\"http:\/\/erpschools.com\/erps\/wp-content\/uploads\/img\/Screenshot_042414_055317_PM.jpg\")
<\/p>\n2.If Grouping Rule is not found in Step 1, then it looks in Customer Profile Classes Window for bill-to site use of the line.
\nNavigation: Receivables Responsibility > Customers > Profile Classes<\/p>\n
3.It further looks in Customer Profile Classes Window for bill-to customer of the line if not found in Step 2.
\nNavigation: Receivables Responsibility > Customers > Profile Classes
\n![\"Screenshot_042414_055619_PM\"](\"http:\/\/erpschools.com\/erps\/wp-content\/uploads\/img\/Screenshot_042414_055619_PM.jpg\")
<\/p>\n
4.If not found in Transaction Sources or Customer Profile window, it looks for one in System Options Window.
\nNavigation: Receivables responsibility > Setup > System > System Options
\n![\"Screenshot_042414_055949_PM\"](\"http:\/\/erpschools.com\/erps\/wp-content\/uploads\/img\/Screenshot_042414_055949_PM.jpg\")
<\/p>\n
Receivables provides\u00a0 DEFAULT grouping rule when you implement Receivables module. You can use the same and add any additional optional attributes to this grouping rule if needed.<\/p>\n
About grouping rule form<\/span>: Description of the fields: 2.Effective Dates: Date range when this grouping rule should be active.<\/p>\n 3.Transaction Class: Specify for what transactions this grouping rule is applicable. You can choose from Invoice \/ Credit Memo \/ Debit Memo<\/p>\n 4.Optional Grouping Characteristics: Here you specify the additional attributes that you want Auto Invoice to use while grouping apart from the mandatory attributes. In the above screenshot, you see that Order Number (interface_line_attribute1) is added which means that all lines with the same order number should be grouped into one invoice.<\/p>\n Example of how lines are grouped<\/span>: Assume the below are the grouping rules defined: The above grouping rules leads to creation of 3 invoices with the below lines.<\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" AutoInvoice Grouping Rules: Auto Invoice Grouping rules let you\u00a0specify what attributes must be identical for lines to appear on an Invoice. In other words, these grouping rules you specify will help the Auto Invoice Interface to identify which set of lines should be grouped as one Invoice \/credit Memo \/Debit Memo. You have TWO types […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,12,46],"tags":[251,252,253],"class_list":["post-4854","post","type-post","status-publish","format-standard","hentry","category-articles","category-financials","category-receivables","tag-autoinvoice","tag-grouping-rules","tag-line-ordering-rules"],"yoast_head":"\n
\nNavigation: Receivables responsibility > Setup > Transactions > AutoInvoice > Grouping Rules
\nQuery for the grouping rule “DEFAULT”
\n![\"Screenshot_042514_044002_PM\"](\"http:\/\/erpschools.com\/erps\/wp-content\/uploads\/img\/Screenshot_042514_044002_PM.jpg\")
<\/p>\n
\n1.Line Ordering Rule: This is optional. Once the grouping is done, Line ordering Rule will specify how your lines should be ordered within an invoice.
\nNavigation:\u00a0 Receivables responsibility > Setup > Transactions > AutoInvoice > Line Ordering Rules
\nAs per the below Line ordering rule, lines within the invoice have to be ordered in ascending fashion by the column Amount.
\n![\"Screenshot_042514_052440_PM\"](\"http:\/\/erpschools.com\/erps\/wp-content\/uploads\/img\/Screenshot_042514_052440_PM.jpg\")
<\/p>\n
\nSay you have the below lines in the Auto Invoice interface table:<\/p>\n\n\n
\n Line #<\/strong><\/td>\n Currency<\/strong><\/td>\n Bill To<\/strong><\/td>\n Item<\/strong><\/td>\n Order # (Attr1)<\/strong><\/td>\n<\/tr>\n \n 1<\/td>\n USD<\/td>\n General Technologies<\/td>\n AS10000<\/td>\n 32456<\/td>\n<\/tr>\n \n 2<\/td>\n USD<\/td>\n General Technologies<\/td>\n CM1500<\/td>\n 32456<\/td>\n<\/tr>\n \n 3<\/td>\n GBP<\/td>\n General Technologies<\/td>\n AS10000<\/td>\n 12345<\/td>\n<\/tr>\n \n 4<\/td>\n USD<\/td>\n Consolidated Supplies<\/td>\n CM1908<\/td>\n 45367<\/td>\n<\/tr>\n \n 5<\/td>\n USD<\/td>\n Consolidated Supplies<\/td>\n DT3456<\/td>\n 45367<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
\nAll Mandatory rules(Currency and Bill to) + Optional rule (Interface Line Attribute 1 \/Order #)
\nMeaning all lines with same Currency, Bill to and Order number should be grouped into one invoice<\/p>\n\n\n
\n Invoice 1<\/strong><\/td>\n Invoice 2<\/strong><\/td>\n Invoice 3<\/strong><\/td>\n<\/tr>\n \n Line 1<\/td>\n Line 3<\/td>\n Line 4<\/td>\n<\/tr>\n \n Line 2<\/td>\n <\/td>\n Line 5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n