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.