- Select the Work with chart of accounts menu item.
- On the main panel, select an account and click Summary id.
- You access Work with account/summary id – Summary id part selection. Click OK. The number of summary identity parts you connected to this account part in Define summary identity parts in the G/L control file are displayed. To view/work with a summary identity, select the applicable summary id part and click Details.
- You access Work with account/summary id. Click Add to create a new summary id for the selected account part. Note: If you enter a new summary identity or change one, you might have to rebuild the summary identities. This is done in the routine Rebuild summary identities. See Rebuild summary identity balances.
- You access Work with account/summary id. The following fields are relevant:
- First period
- Enter the first period from which this summary id should be valid.
- Last period
- Enter the last period until which this summary id should be valid.
- Summary id
- Enter a summary identity from the summary identity part displayed.
- Note: Only one summary id can exist per period for the entered account part, account number and summary id part.
- Note: If you change a summary id it will immediately be used for new postings, but old balances will keep the old summary id until you run the routine Rebuild balances from transactions.
Click OK. You can now enter another summary id or exit the routine.