Charlie (User)
Gold Boarder
Posts: 284
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Summary Template 'T','D' 15 Years, 10 Months ago
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Hello Hasan,
When defining Summary template, I noticed that there is an option to use a -->
Rollup Group, 'D' or 'T' to represent segment values.
1) What does the 'T' represent ?
2) When should I use a 'T' ?
I entered a Template : IT-T-D and I got an error.
"There is an undefined segment value associated with summary template"
I think it has something to do with using 'T'.
Any thoughts ?
Thank-you
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Re:Summary Template 'T','D' 15 Years, 10 Months ago
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I have covered "T" value in one of my videos on summary accounts. Did you get a chance to see it?
Hasan
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Re:Summary Template 'T','D' 15 Years, 10 Months ago
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You need to create "T" value in your value set first.
Hasan
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Charlie (User)
Gold Boarder
Posts: 284
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Re:Summary Template 'T','D' 15 Years, 10 Months ago
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Thanks Hasan,
I thought I viewed your video's at least twice, and didn't see it mentioned.. only 'D'
I'll look again today.
Thanks again :)
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Re:Summary Template 'T','D' 15 Years, 10 Months ago
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I talked about T in one of the last videos on summary account. If you do not find it then please let me know.
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Charlie (User)
Gold Boarder
Posts: 284
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Re:Summary Template 'T','D' 15 Years, 10 Months ago
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Hi Hasan,
I can't find any reference to 'T' value in a Summary Account Template.
I looked at ALL video's relating to Summary Accounts.
"Summary Account Concepts" & "Create Summary Accounts"
I found nothing, in any of the videos.
ps.
There are 2 other programs regarding Summary Accounts that I think might be important. Just my 2 cents worth. :)
1) Incremental Add/Delete Template Program
2) Maintain Summary Templates
Thanks
Frank
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Charlie (User)
Gold Boarder
Posts: 284
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Re:Summary Template 'T','D' 15 Years, 10 Months ago
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Hasan,
I just have 1 more question regarding this 'T' value in the Summary Template.
You mentioned that I need to create 'T' as a value in my value-set.
In our enviroment I WAS able to generate summary accounts using
IT-D-T ( "T" is for Dept... and "T" was not defined as a Value )
However, IT-T-T does not work... unless I define 'T' as a value in my Account value-set.
Why does "T" need to be a value in the Account value-set, but the
"T" is not required to be defined in the Dept value-set ?
I'm a bit confused.
Thanks
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Charlie (User)
Gold Boarder
Posts: 284
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Re:Summary Template 'T','D' 15 Years, 10 Months ago
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Thanks Hasan,
Seems like after I created "T" PARENT values for each segment
(value-sets) in my COA, I was able to get my Summary Account Templates to generate Summary Accounts.
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Re:Summary Template 'T','D' 15 Years, 10 Months ago
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In order to use T, T must be defined as a value. However you do not have to specify child ranges for it. It is assumed to encompass all detailed values in it.
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