Forms Used to Set up Account Groups
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Work with Report Definition |
W749101A |
Financial Reports (G7410), Financial Report Setup |
Review and select existing reports. |
Work with Account Group For Report: (name of report) |
W749102A |
Select a record on the Work with Report Definition form and select Account Definition from the Row menu. |
Review and select existing report-specific account groups. |
Define Account Group Type |
W749102B |
Click Add on the Work with Account Group For Report: (name of report) form. |
Select the account type to create. |
Edit Account Group Definition For Report: (name of report) |
W749102C |
Select an account type and click OK on the Define Account Group Type form. |
Create a report-specific account group. |
Select Group Type |
W749102E |
Financial Reports (G7410), Financial Report Account Setup |
Select whether to work with cost center groups or account groups. |
Work with Account Group |
W749102A |
Click the Account Group button on the Select Group Type form. Select Global Account from the Form menu on the Work with Report Definition form. |
Review and select existing global account groups. |
Define Account Group Type |
W749102B |
Click Add on the Work with Account Group form. |
Select the type of global account group to create. |
Edit Account Group Definition |
W749102C |
Select an account type on the Define Account Group Type form, and click OK. |
Define the global account group. You complete information about the account number, category code, or object and subsidiary, depending on the type of account group that you set up. |