Manage Consolidation Rules

To create a new consolidation rule, within the form:

1. Select Create New from the top-right toolbar menu.
   A new blank rule appears.
2. Enter the information for the header.
3. Select the checkbox next to the rule once you have entered all the information.
   The details pane displays.
4. Enter details of your rule in the pane.
5. Select Create New on the toolbar menu in the Details pane to create a new calculation rule detail row and add all the required details.
6. Select Save in the top-right toolbar menu, once the rule header and details are complete.

You can duplicate Consolidation Rules in your system to make the creation of new rules that are similar to current Consolidation Rules quicker and simpler. Duplicating a Consolidation Rule duplicates the rule along with its details. 

To duplicate a Consolidation Rule, right-click the rule header and select Duplicate. This creates a duplicate of the Consolidation Rule along with the details. The rule can then be edited and saved as required.