Enrich EMMS Online Help

Consolidation line  

This option allows you to work with a single consolidation definition detail line.

1. At the EMMS main menu, select Customer | Consolidated Billing | Consolidated Definitions.
   • The Work With Consolidated Definitions by Customer display screen appears.
2. Right-click on the definition and select Change.
   • The Edit Consolidation List change screen appears.
3. Right-click on the line and select Change.
   • The Change Consolidation Line screen appears.
4. Change any fieldfield values as required.

   Charge Type is a specific type of charge to be included on the invoices. It is optional. Only one of Charge Type or charge type List can be specified. You can click on the Prompt button to select the charge type from a list.

   Charge Type List is a charge type list whose invoices should be included. It is optional. Only one of Charge Type or charge type List can be specified. You can click on the Prompt button to select the list.

   Component is the VMRS code of a component to be included on the invoices. It is optional. Any value entered here will override the component specified on included lists. You can click on the Prompt button to select the component from a list.

   Customer # identifies a specific customer whose invoices will be included in this definition. One of Customer # or customer List is required. You can click on the Prompt button to select the customer from a list.

   Customer List is a customer list whose invoices will be included in this definition. One of Customer # or customer List is required. You can click on the Prompt button to select the list.

   Print Detail controls printing of the individual invoice line details. When set to All Details, the greatest amount of detail is printed and the invoice may be many pages. When set to No Detail, the individual invoice line details are not printed; summary and total information is still available.

   Print Header flags whether or not a header should be printed for that sort level. It defaults to No. You can right-click in the field and select Prompt to select the flag from a list.

   Print Sequence is a sequential number that determines the order in which the matching charges will print. The lowest print sequence will print first on the consolidated invoice.

   Print Total flags whether or not totals should be printed for that sort level. It defaults to No. You can right-click in the field and select Prompt to select the flag from a list.

   Reason Code is a work order reason code to be included on the invoices. It is optional. Any value entered here will override the reason code specified on included lists. You can click on the Prompt button to select the reason code from a list.

   Sort Order identifies up to 5 sorting levels, which determine the print sequence. If you blank out a sort order field, it will default to 9 - N/A, and the print total and print header options for that sort level will default to No. You can right-click in the fields and select Prompt to select the sorts from a list. First level sort can be by:

   • C - customer
   • D - date
   • E - equipment type
   • H - equipment group
   • P - equipment pool
   • R - repair reason
   • S - customer suffix
   • T - type
   • U - unit
   • V - component
   • W - document #

   In addition to those listed above, second to fifth level sorts can be by:

   • L - document line #
   • 9 - N/A

   Unit # is a specific equipment unit whose invoices will be included. It is optional. Only one of Unit # or unit List can be specified. You can click on the Prompt button to select the unit from a list.

   Unit List is an equipment list whose invoices will be included. It is optional. Only one of Unit # or unit List can be specified. You can click on the Prompt button to select the list.

5. Click Enter  to save the changes.
6. Click Exit  to return to the Edit Consolidation List change screen.

Back to Consolidated Billing Tables