Sounds good, @Matt I was thinking of having a checkbox or something on the sales order line item to indicate this item should be consolidated. Then a saved search could poll for that check box @Sam-I-Am Thanks, this is along the lines of what I was hoping to be able to do. Good point about the PO not having GL impact. That was something I was hoping to avoid @emadrigal.zen Thanks for the link I'll look into those option settings