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This program will reorganise the Location transaction file and summarise the transactions that are stored with the same inventory event code, transaction type, item and warehouse, within the time period selected and add them together.
This reorganisation should be done from time to time to ensure that the Location transaction file does not become too large, as all the location transactions that are created within the system are stored in this file.
The user may choose to perform summarisation of those transactions which have not previously been summarised and/or for those which have previously been summarised. A deletion of summarised transactions with a date equal to or less than the date entered may also be performed.
Note: For batch controlled items, location transactions cannot be deleted/summarised if the batch exists in the Batch file. When the batch is deleted, a code on the corresponding inventory transaction(s) is automatically set to NO, indicating that the batch does not exist. After that, the location transaction(s) can be deleted.
Summarised records can be viewed on the location transaction enquiry panel.
- Warehouse
- Enter the warehouse from which the reorganisation should be done, or leave it blank to indicate all warehouses.
- Event code
- Enter the location event code indicating the event which is to be deleted from the Location transaction file. Note: A location event is the same as transaction type and is something that caused the location transaction to be created. For example, purchase order, stock movement, etc.
- Trans. date before
- Summary transactions will be deleted if their date is less than or equal to this date.
- Sum. per year
- Indicate if you want to summarise the location transactions by year.
- Sum. per month
- Indicate if you want to summarise the location transactions by month.
- Sum. all
- Indicate if you want to summarise all the location transactions. Note: Summarisation is done by Transaction type, Item, Warehouse, Zone, Location and Batch.