Adding a Budget Rollup Group to a General Ledger Account
Description of Issue
- How do you add a Budget Rollup Group code to an existing GL Account?
- Report Sorted by Rollup Code says "undefined"
Context
- Account Master
- Budget Rollup Group Codes
Cause
Account Master does not have a Budget Rollup Code assigned to the needed GL account.
Resolution
- Financials> General Ledger Menu > Set/Up Chart of Accounts > Account Master
- Click Search
- Enter GL Account [Codes and/or segments]Â
- Accept
- Update
- Add rollup code
- Accept
Additional Information