Grouping Items on Outbound E-Invoices (Basware Only)

This article explains how to group item lines into a single line on outbound e-invoices, using a custom transaction field and a grouped saved search.

Important: This feature applies to Basware only. Grouping items on outbound e-invoices is not yet supported with Ecosio.

Overview

You can group item lines so they appear as one line on the invoice, using a grouped saved search. This lets you hide the contents of an item group from your end customer, or implement a custom grouping mechanism.

Configuration

Add a custom transaction field

ZoneCapture needs one additional field on the transaction line level to group items on the invoice sent to the customer.

1. Navigate to Customization > Lists, Records & Fields > Transaction Line Fields.
2. Click New.
3. Enter the following information for the new transaction line field:
   • Label: Enter Invoice Group.
   • ID: Enter _line_invoice_group.
   • Type: Select Free-Form Text.
   • Store value: Select this checkbox.
4. Click Save.
5. Open the newly created record again, and click Apply to Forms.
6. Select all the forms your account uses for customer invoices.

If needed, you can alter the form after this step to rearrange the location of the newly added grouping field.

Create a custom saved search

1. In the NetSuite global search, enter Basware Transaction Item Line Search.

2. Open this saved search, and click Edit This Search.
3. Change the Search Title to a different name, such as "Basware Transaction Item Line Search Grouped."
4. Navigate to the Results subtab.
5. Add the field you created in the previous step 3 times. If you followed the naming convention, search for the field named "Invoice Group."

6. Change the existing "Line Unique Key" result to Minimum.

7. Under Criteria, add the filter "Shipping Line is false."
8. Click Save As.

Set the custom saved search

1. Navigate to Setup > ZoneCapture Setup > ZoneCapture Main Configuration.
2. Click Edit to open the record.
3. Navigate to the E-Documents subtab.
4. In the field labeled Line Search, select the name of the saved search you created in the previous steps.
5. Click Save.

Usage

1. Enter the values for invoice grouping at the item line level. Lines with the same value will be grouped into one line when ZoneCapture sends the e-invoice.
2. Save the invoice, and send it as an e-invoice.

Important: ZoneCapture can only group items with the same tax rate. Grouping is performed per "Invoice Group" value and per tax item.