Account rollups are inquiries built to allow users to see different GP accounts and their budgets rolled up together, and to provide drill back capability to the details. Additionally, these queries can include calculations for things such as budget versus actual comparisons and calculations.
To an extent, Account Rollup Inquiries function as "Management Reporter Lite", in the way they allow users to access the same functionality of reporting on actual and budget figures for accounts in periods and drill down to see the same details. Account rollups are quicker to use as the more restricted functionality makes them less complicated.
To create an Account Rollup Inquiry for the 2017 SALES budget, follow the given steps:
Open the Account Rollup Inquiry window in Dynamics GP by clicking on Financial from the Navigation Pane on the left, and clicking on Account Rollup in the area page under Inquiry | Financial.
Enter
BUDGET-SALES
in the Option ID field.Tab out of Option ID...