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.

If Vision detects possible duplicate records 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, complete the following steps:

1. From the Vision Navigation menu, click Info Center Accounts Account Group Tables.
2. On the Account Group Table Info Center form, click the Summary Account Group tab.
3. Click New and select New Account Group Table on the toolbar.
4. Enter a name and number for the account group table.
5. Select your settings for the other options.
6. On the Detail Account Groups 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.