• Defining rollup groups allows a little more flexibility in your summary templates. Rollup groups provide a form of intermediate information and are a collection of parent values.
•ASSIGINING PARENTS TO ROLL UP GROUPS –
–Parent values should be assigned to the rollup group
Setup/Financials/Flex fields/ Key/Values. After choosing the appropriate Title, Structure and Independent
Segment Type, place your cursor in the Value field of the parent your are assigning.
CREATE SUMMARY TEMPLATES –
When setting up your summary templates you have to assign to each account
segment either “D”, Detail (By assigning this value to a segment, your template
creates and maintains a summary account for every detail segment value) or “T” value,
Total, creates and maintains a summary account that sums balances for all detail
segment values.