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Summary billing provides the ability to combine invoices from multiple customers into a single invoice for a separate customer for billing purposes. The customers who take delivery of the product are referred to as summary ship-to customers. The customer who receives the billing information is referred to as the summary bill-to customer. Each customer in the who participates in summary billing will either be configured as a summary bill-to customer or be linked to a summary bill-to customer. Customers linked to a summary bill-to customer are summary ship-to customers.

The summary ship-to invoices are used for sales analysis purposes. This allows users to do analysis on a more granular basis with the ability to report sales by customer location, region, state, etc. Summary ship-to invoices are not used for G/L posting or cash applications. The source documents for summary ship-to Invoices are customer orders, debit and credit memos.

The summary bill-to invoice is used for aging, cash application and posting to the General Ledger. They are not used in sales analysis because the summarized information does not provide sufficient detail for analysis purposes. The source documents for summary bill-to invoices are summary ship-to invoices.

The summarization process can occur in one of two methods, Average Price or Distinct Price.
Average Price combines units, pack and dollars for each distinct Item for all summary ship-to invoices being summarized then divides the dollars by the pack to provide an average price per unit for each Item on the summary bill-to Invoice.
Distinct Price creates a separate invoice item line on the summary bill-to invoice for each distinct item price combination from all the summary ship-to Invoices being summarized.

Pre-requisites

1. Division Configurations
2. Create CustomerCustomers
3. Summary Bill To Customer Setup
4. Summary Ship To Customer Setup
5. Create Customer Orders
6. Allocate & Ship Release Orders

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