Creating Rollup Headers for Export Rollups 

Use

The rollup header contains information that is valid for the entire rollup. You can use an export rollup to distribute data contained in totals records from a local system to a central system.

Prerequisites

You have flagged a rollup type and chosen on the Create Rollup: Initial screen.

Procedure

  1. Under Title, enter a name for you rollup.
  2. If you want to require that a user have authorization for creating, displaying, maintaining, executing, and reversing this rollup, enter the name of an authorization group in the authorization group field.
  3. Under Transfer Data, enter the name of the table in which you want the data to be summarized.
  4. Under Data Selection, enter the name of the rollup set in which the you want the data to be selected.
  5. Set the No summarization indicator if you do not want to summarize the data when it is transferred to the receiver system. Data will be transferred on a 1:1 basis.
  6. Set the Field movement indicator if you want to summarize the data when it is transferred to the receiver system using a field movement. Enter the name of the field movement rule.

    7. You can use the following additional functions on this screen:

    To display and maintain sets or field movements in the rollup header, choose . Move the cursor to the set or field movement you want to display. You can define field movement information for as many dimensions that you want to roll up in the ledger. You can define substitution activities for as many dimensions that you want to substitute in the ledger.

    To check the rollup for errors, choose . For further information, see Checking Rollups.

    To create sets, choose Set. Position your cursor on the required set.

    To create a field movement, choose Field Movement.

    Additional Processing Functions (Create Rollup <Name>: Header screen)

    Menu Path

    Function

    Rollup ® Document

    Document the rollup definition and Rollup Records

    Extras ® History

    Display change history for the rollup

    Extras ® Different Currencies

    Set the currency fields to zero

  7. To save the settings, choose .

Result

You have ended rollup definition. For more information, see: