Vorlage:Video-Kontenaggregat erstellen-English

Aus firesys Hilfe
Zur Navigation springen Zur Suche springen


The explanation of each step in detail

To create an account aggregate in the Master value manager:

  1. In the ribbon, go to the "*Content" tab in the "Master values" group and select the Master value manager.
    → The Master value manager opens.

  2. Click the "Add" button in the Master value manager.
    →The "Account calculation/Create account aggregate" dialog appears.

  3. Here you must define a unique name for the account aggregate used and select the account group in which the account values and account calculations required for the account aggregate are located.

  4. Note: An account aggregate contains at least one account calculation.

  5. From the list area with all account values and account calculations, select the account values and account calculations you want to add with a left click and the account values and account calculations you want to subtract with a right click.
    Optionally, you can additionally set a mathematical operator, a factor, an automatic rounding of the result and write a comment.

  6. Confirm the dialog with "OK".
    → The account aggregate is automatically written to the MeetingPoint and can be viewed via the Master value manager.