Document Generation Wizard, Step 4: Consolidation Options

Use this window to define the criteria for consolidating base documents into target documents. You may also choose to create one target document for each base document, rather than consolidating.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Consolidation Options Fields

Consolidate By
Select to consolidate base documents into target documents.

System Defaults
By default, appears selected. The application consolidates all base rows with the same system defaults into the target document. The system defaults are: Same customer Same base document type Same item or service type Sort by criteria

Ship-to Address
Consolidates all base rows with the same Ship-to Address entry into one target document.

Payment Terms
Consolidates all base documents with the same payment terms into one target document. If you do not select this parameter, the application consolidates base documents with different payment terms into one target document. In this document, the payment terms are those that you have defined for the customer (see Business Partners Business Partner Master Data Payment Terms ).

Payment Method
Consolidates all base documents with the same payment method into one target document. If you do not select this parameter, the system consolidates base documents with different payment methods into one target document. In this document, the payment method is the one that you have defined as default for the customer (see Business Partners Business Partner Master Data Payment System ).

Expanded Consolidation Options
Select additional selection criteria for the marketing documents that you use to consolidate target documents.

No Consolidation
Select this option to create one target document for each base document.

Consider Customer Sequence
If you select this option, the application arranges the documents by business partner number and then within each business partner number, according to the Sort by criteria specified in step 3 of the document generation wizard. If you do not select this option, the application arranges the documents according to the Sort by criteria. If you select both this option and Consider Base Doc Type, the application arranges the documents first according to business partner, then according to document type, and finally according to the Sort by criteria.

Consider Base Doc Type
If you select this option, the application arranges the documents by a base document type sequence and then within each base document type, according to the Sort by criteria specified in step 3 of the document generation wizard. If you do not select this option, the application arranges the documents according to the Sort by criteria. If you select both this option and Consider Customer Sequence, the system arranges the documents first according to business partner, finally according to document type, and then according to the Sort by criteria.

Country-Specific Field: Korea & Japan

Control Account
From the dropdown list, select the control account for the A/R invoice to be generated for each business partner. Note This field only appears when the target document is an A/R invoice. End of the note.

More Information

Document Generation Wizard