Updating Summary Accounts
Usually, General Ledger updates your summary accounts when you change your organizational structure. For example, when you add a new child segment value to a parent which is used in a summary account, you do not need to change any of your summary templates. Your new child value automatically summarizes into your existing summary accounts.
However, when you change the contents of a rollup group that is used in a summary template, you must update the summary account template to reflect the organizational change.
Prerequisite
Create a summary account template, and ensure that the concurrent process for adding the template is complete.
To update a summary account template:
- Delete the template and recreate it to reflect the new organization structure.
For example, assume you have assigned four department parent segment values to a rollup group named Departments, and you have defined a summary template D-Departments-D. You then define a new department parent value and assign it to the rollup group Departments. In order for your new parent value to be summarized, you must delete the template D-Departments-D. After the Delete Summary Account process completes, you must recreate template D-Departments-D.
