Add a New Summary Account Group Table Record

On the Summary Groups tab, you associate one or more detail account groups with a summary account group.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new summary account group table:

1. In the Navigation pane, select Settings > General Ledger > Account Group Tables.
2. On the Account Tables form, click the Summary Groups tab.
3. In the Summary Account Groups grid, click + Add Summary Account Group.
4. Enter a name for the account group.
5. Select your settings for the other options.
6. In the Detail Account Group Name grid, associate one or more detail account groups with the summary account group.
7. Use the Test Setup option to check that each detail account group is assigned to a summary account group.
8. Click Save.