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The AR invoice for projects is showing the same inventory IDs on different lines because they are for different project tasks. Is it possible to adjust the report format so that it groups those lines into 1 line per inventory ID?

I’ve tried playing around with the groupings but that is not working-I get a separate page for each inventory ID (and it still has more than 1 line).

@bstabiner95 If you are using a Progress billing rule, the invoice follows the revenue budget,  there is not the ability to group without customizing the invoice.  Using a T&M billing rule, you can aggregate by Inventory ID.

@bstabiner95 can you share an example? 

Hi @bstabiner95  were you able to find a solution? Thank you!

Hi @bstabiner95  were you able to find a solution? Thank you!

Yes I added an additional grouping to the report that grouped on the doc type, ref nbr, and inventory ID. That ended up working for me. 

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