To generate summary lines
- The threshold value for invoice summary line generation is defined in the custom settings.
- Only contracted-type invoice line items that are in non-canceled (draft and approved) status are selected.
- For any custom criterion, the custom columns must be created on the Invoice Line Items object first. The API name of the above column (field) must be added to the picklist criteria at the Invoice Run and Invoice objects.
- For configurations to generate the summary, see Configuration Required to Generate Summary Lines for an Invoice.
- Click the Invoice Runs tab to launch the Invoice Run page.
