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xTuple ERP Reference Guide

  
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11.4. Summarize Transaction History by Class Code

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:

Summarize Transaction History by Class Code

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.

The following buttons are unique to this screen:

SUMMARIZE

Summarizes Inventory transactions by Class Code based on entries specified in the screen.