Summary groups—option Y5—are used for categories of enumeration at the foot of certain invoices such as those from Canada, Gambia, Zambia, and Nigeria. The summary groups allow you to define the listed category into which costs fall. The parameters are used by certain invoice print programs to decide the category in which the cost is to be displayed.

Typically, these documents require that all costs displayed in the body of the invoice are summarized in a predefined table at the foot of document. This table requires the value and currency for the cost category to be displayed and whether the cost has been included in the invoice total. Summary groups are for documentation purposes only and do not affect the calculation of charges.

To access this option, type Y5 in the QuickPath or choose System Settings|Base|Application Configuration|Documents|Charge Summary Group for Documents.

Enter the code for this summary bucket.

Enter a meaningful description of the charge summary group.

In the newly created summary bucket, you can maintain any number of Charge Summary Group Charges. Open the sub-option Charge Summary Group Charges and create new entries for the bucket.