Specify Financial Row Rollup

The next step is to define how you want to organize your row information. You have three choices depending on your needs:

• User Defined List - Manually define each account rollup

• Chart of Accounts - Use the JDE Chart of Accounts to define the account hierarchy

• Account Group - Rollup accounts by the object accounts

User Defined List

The User Defined List option gives you a flexible way to define manually how you want your financial information displayed. Each row in the grid below represents how to rollup detail information into one line. Initially, you must add each row you need. Once you are finished, you can save your list so that you and others may re-use the work you did.

The editor in this grid lets you:

• Define as many rows as you want

• Define the criteria you need for each row

Sample screen shot showing a user-defined list

See the topic Make a List for directions on how to define the rows you want to rollup.

Account Group

Use this option if you want to roll up simply by the object account. Select how you want to see the roll-ups labeled (Display rows as).