Planning Your Summary Accounts
A summary account is an account whose balance is the sum of balances from multiple detail accounts. Use summary accounts to perform online summary inquiries, as well as speed the processing of financial reports, MassAllocations, and recurring journal formulas.
To plan your summary accounts:
1. Determine your summary account needs.
2. Plan the summary account structure to meet your needs.
3. Plan the parent segment values and rollup groups you need for your summary accounts.
4. Plan your summary account templates to generate multiple summary accounts.
See Also
Determining Your Summary Account Needs
Planning the Summary Account Structure
Planning Parent Values and Rollup Groups
