Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related Topics
- Select an Info Center Record
When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box. - Add a New Detail Account Group Table and Insert Accounts
In each account group table, you can specify a range of account numbers or a single account number. - Add a New Summary Account Group Table Record
On the Summary Account Group tab you associate one or more detail account groups with a summary account group. - Insert Accounts into an Existing Detail Account Group Table
You can insert a single account or range of accounts in an existing detail account group table. - Delete an Account from a Detail Account Group Table
When you delete an account from a detail account group table, the account is removed from the grouping but not from the chart of accounts. - Copy an Account Group Table Record
You can copy and modify an existing account group table record to create a new record. - Modify an Info Center Record
You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers. - Delete an Info Center Record
When you delete an Info Center record, you permanently remove it from the Vision database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
Parent Topic: Account Group Table Info Center Overview