If you make changes to your flexfield hierarchies that affect summary accounts, run the Incremental Add/Delete Summary Templates program to update your summary account balances with the flexfield hierarchy changes. This program lets you make changes to account hierarchies without having to drop and recreate the summary template.
The following actions cause changes in the summary account reporting structure:
Addition of child ranges assigned to a parent value.
Removal of child ranges assigned to a parent value.
Assigning a new parent segment value to a rollup group.
Removing a rollup group assignment from a parent segment value.
Changing rollup group assignment for a parent segment value.
Change the segment value type from a child to a parent or from a parent to a child
Changes to the account hierarchies and rollup group assignments are ignored until the Incremental Add/Delete Summary Templates Program is run.
Choose the Incremental Add/Delete Summary Templates from the Submit Request window.
Note: You also need to run the program, Maintain Summary Templates to update summary accounts for flexfield hierarchy- related changes that will not update balances.
The amount of time it takes the Incremental Add/Delete Summary Template Program to complete depends on several factors, such as:
Degree of complexity of the summary account template.
Number of parents assigned to each affected rollup group.
Number of detail child values that are assigned to the affected parent values.
Number of periods for which summary account balances have to be maintained.
Maintenance of average daily balances for summary accounts.
Extent of changes made to the account hierarchies.
Use this program to ensure that summary account balances reflect new detail accounts that may have been added to that summary account. The posting process automatically maintains summary accounts but running this program is beneficial if many new detail account combinations have been created since the last posting. Run this program when you make changes to detail accounts to improve the performance of the posting program.