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Planning Summary Account Templates

Set up templates to define and maintain summary accounts. You can enhance the speed of your summarizations by controlling the number of summary accounts created by your template. The number of summary accounts your template creates depends on the template segment values.

Use the following formula to determine the number of summary accounts any given template will create:

Consider the following example for a 3-segment account:

Template: D - T - States

Number of values in the first segment:   10
Number of parent values in the rollup group for States   12
Total number of summary accounts produced:   120

See Also

Defining Summary Accounts

Entering Summary Account Templates

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