Summary Ledgers

Summary ledgers store combined account balances from detail ledgers. You use summary ledgers primarily in PS/nVision reporting. Summary ledgers increase reporting speed and efficiency by eliminating the need to summarize detail ledger balances each time that you request a report. Instead, General Ledger summarizes detail ledger balances in a background process according to the criteria that you select and stores them in summary ledgers.

You can incrementally update summary ledgers with changes made since the summary ledgers were last created or updated in one of two ways:

• Update the summary ledgers at the same time that you post changes to the detail ledgers as part of the Journal Post process.

  This updates only preexisting summary ledgers, which include business unit, summary ledger name, fiscal, and accounting period information.

• Start the Build Summary Ledger process using PeopleSoft Process Scheduler with an increment option to update summary ledgers.