PGA Grouping

Grouping of records may be required for some PGA Agency reporting. Grouping of records can be created under specific parent header records.
Parent header groupings can only be created for:
  • PG02
  • PG04
  • PG13
  • PG14 record types only.
Children of parent header groupings can be created on:
  • PG05
  • PG06
  • PG07
  • PG10
  • PG14
  • PG19
  • PG22
  • PG25
  • PG26
  • PG29
  • PG31 and PG32 record types only.
To create a parent header group on a PG02, PG04, PG13 and PG14 record type:
  1. Save the parent record.
  2. Click the
    Create New Group
    link. For example, two parent record groupings created under the PG02 tab:
To add a child record to a parent header group record:
  1. Ensure the parent header group is selected.
  2. Create and save the child record on the PG05, PG06, PG07, PG10, PG14, PG19, PG22, PG25, PG26, PG29. PG31 or PG32 tabs.
  3. Click the
    Add to Group
    link. For example, PG32 child record created that can be added to a PG02 parent header grouping:
When the child record is added to the parent header grouping, the group name will be added to the child record as shown below:

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