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
  1. Financials> General Ledger Menu > Set/Up Chart of Accounts > Account Master
  2. Click Search
  3. Enter GL Account [Codes and/or segments] 
  4. Accept
  5. Update
  6. Add rollup code
  7. Accept