Creating summary account categories

  1. Select Administrator > Set Up > Prerequisites > Chart of Accounts > Summary Account Categories.
  2. Click Create, and specify this information:
    Enterprise Group
    Select the enterprise group (organization) for which you are creating the summary account category.
    Acct Category Structure
    Select the account category structure to which this summary account category belongs.
    Acct Category
    Specify a unique identifier for the summary account category. It should possibly correspond to a summary account category in Infor HR Management.
    Description
    Specify a description for the summary account category.
  3. Click Save.