Exclude Hierarchy for the Account Rollups

Here's how to exclude the hierarchy from an account rollup calculation:

  1. Select an account rollup.

  2. Scroll down to the Define Hierarchy Rollup section.

  3. Deselect the Hierarchy Rollup check box.

    The screenshot highlights Hierachy Rollup check box.
  4. Click Save and Close.

    The rollup engine excludes the hierarchy from the rollup calculations in its next run.