or press the Scan key to review the records
currently on file and select one for editing or viewing.Use this function to define those accounts that contain summary balance totals of two or more detail level accounts, and to specify what those detail accounts are. Detail account balances are totaled into the summary account balances each time the Summarize Accounts function is run from Utilities on the Monthly Pulldown Menu in Live Operations (or as part of Process Initial Setup).
Summary accounts must be defined as such in Chart of Accounts File Maintenance on the Details Overlay. You cannot post directly to a summary account from any transaction posting function. However, summary accounts may be used in financial statements or various other reports and inquiries on the Account Balances file, and in ratios. Some examples of summary accounts might be Total Current Assets, Total Fixed Assets, and Total Revenues.
The Summary Accounts Screen, shown in Figure 4-8 below, appears when
you select Summary Accounts from
the File Maintenance Pulldown
Menu. You normally enter this function in Inquire mode but you can
change mode by using the mode icons on the toolbar or the mode function
keys. Since Change mode places a hold on the selected record, use Change
mode only when you intend to change data. If desired, in key entry, you
can click on or press the Scan key to review the records
currently on file and select one for editing or viewing.
Figure 4-8. Summary Accounts Screen
This is a scrolling screen which contains the following fields for each record:
Enter the number of the summary account. This account must be on file
in the Chart of Accounts
file and defined as a summary account (on the Chart
of Accounts Details Overlay). You can click on or press
the Scan key to find an appropriate entry. The system displays the account
description so that you can verify your entry.
The system displays the account description from the Chart of Accounts so that you can verify your entry.
In Live Operations, the system displays the date/time that the Summarize Accounts function was last run. In Initial Setup, however, you are allowed to enter this date/time if you wish, or you may leave it blank.
Press ENTER or click 
or the Save button to save the information
for the current record. If any information has changed, the system may
redisplay the record to show any new or changed system-supplied items
or to report any error or warning messages. If so, the current record
has not yet been saved; you must address any concerns and press ENTER
or click or the Save
button again. To exit without saving, press END or click 
or the Cancel
button.
When you save a record, the system will automatically present the Summary Accounts Detail Overlay, or you can click on the Detail button to access it (which first saves the current record if applicable).
The following icons are also available for use on the toolbar (unless disabled in Add mode or until a record has been selected):
List Summary Accounts:
See Summary Accounts List for
further information.
Display Summary Account
Audit Info: See Audit
Info for further information.
Click the appropriate icon to perform the desired operation (which first saves the current record if applicable), after which you will return to where you are.