You can find additional information on the links between summary identities and separate accounts in Link a summary identity to an account.
- Select the Work with summary identities menu item.
- On the main panel, click Add. Note: Summary identity part 1 is defaulted from the system.
- You access Work with summary identity. The following fields are relevant:
- Summary id part
- Displays the summary identity part of the summary identity you are creating or maintaining.
- Summary id
- Enter the title of the summary identity you are adding.
- Description
- Enter a description of the summary identity.
- Entry
- Set to YES if this is a summary identity that can be linked to the Account file. If you set to NO, then you will get a heading summary identity. This is a non-entry summary identity to which the balances for all summary identities with the same starting character(s) can be summarised on a report in DC1 Report Writer.
- Corporate snd/rcv
- Only valid for DC1 Corporate Data Maintenance. (See Setting up and running Corporate Data Maintenance (CDM) for more information.) This field contains two parts. The entry in these parts is driven by what is defined in the equivalent fields in the G/L control file for the account parts. (See the Panel help for more information.)
Click OK. You can now enter another summary id or exit the routine.