Transaction history is detailed by default. For example, when viewing transaction history in the Inventory History displays and reports, you see levels of detail describing each transaction. The Summarize Transaction History utility deletes detailed transaction records—using parameters you specify—and replaces them with summarized records. Summarizing records is one way to conserve disk storage space. To summarize transaction history by Class Code, select the "Summarize Transaction History by Class Code" option. The following screen will appear:
When summarizing transaction history by Class Code, you are presented with the following options:
- All Sites
Select to summarize Inventory transactions by Class Code for all Sites.
- Selected
Specify Site whose Inventory transactions by Class Code you want to summarize.
- All Class Codes
Select to summarize Inventory transactions for all Class Codes.
- Selected
Specify Class Code whose Inventory transactions you want to summarize.
- Pattern
Enter a Class Code pattern to select a range of Class Codes Refine your search using Regular Expressions.
- Start Date
Transactions entered on and after this date will be displayed.
- End Date
Transactions entered on and before this date will be displayed.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without summarizing Inventory transactions by Class Code, returning you to the application desktop.
- SUMMARIZE
Summarizes Inventory transactions by Class Code based on entries specified in the screen.