FYI - Sales Order Consolidation in Invoicing and Shipping - the requirements
I just installed PU4 and thought I'd test the consolidated orders in shipping data entry. Nothing was consolidating!
My colleague, Barbara Goldstein suggested the high tech solution of reading the Sage 100 Help files. And they helped :)
**This is the summary of what is required to consolidate orders onto one shipment/invoice**
Required fields that must be the same to consolidate orders.
Terms code
Ship-to code
Discount rate
Sales tax schedule
Salesperson (or salespersons)and commission rate(s)
Job number
Ship-via shipping code and shipping zone
Bill-to customer
ACH payment ID (The ACHpayment IDs must match, or you can combine with an order that has no payment ID.)
RMA number
CRM person ID, CRMcompany ID, and CRMopportunity ID
In the attached picture, the orders for 01-ABF will not consolidate because they have different ShipToCodes, different Discount Rates, and different Sales Tax Schedules.