Assigning summary codes

You can assign summary codes to summarize transactions when asset interface is run. The asset interface records will summarize into the number of lines based on the number of summary codes.

  1. Open the project interface control record and click the Draft Interface Records tab.
  2. Select a line to add a summary code and specify a summary code.
    Note: To update the summary code for multiple records simultaneously, you must select the records, click the Update Summary Code button, then click Submit.
  3. Click Save.