Recalculate Item History

Window Details		How Do I...
	Navigation		Recalculate Item Balance and History
	Overview

Related Topics
	Inventory Management Options	Fiscal Year Maintenance
	Item Maintenance	Miscellaneous Item Maintenance
	Inventory Detail Transaction Report	Inventory Item Listing with Sales History
	Inventory Trial Balance Report	Inventory Turnover Report
	Inventory Valuation Report by Period	Miscellaneous Item Listing
	Miscellaneous Item History by Period

Navigation

Access this task using one of the following methods:

Select Common Information Utilities menu > Recalculate Item History.
Select Inventory Management Utilities menu > Recalculate Item History.

Overview

Use Recalculate Item History to recalculate item history for all fiscal or calendar years (depending on the inventory period option selected in Inventory Management Options) and the beginning balances for each year. Because detail transaction history and period posting history are directly related, the Recalculate Item History utility can be used to recalculate and realign item balances based on transaction data, if for example, the period posting history table becomes damaged. The item history for each warehouse, customer, and vendor are also directly related to this transaction information and is recalculated at the same time.

If you have miscellaneous items, similar miscellaneous item transaction data is used to recalculate the miscellaneous item history information. If the Inventory Management module is installed, the item history is recalculated based on the option selected in the Base Inventory Periods On field in the Inventory Management Options window. If the Inventory Management module is not installed, item history is recalculated based on the fiscal year settings in Fiscal Year Maintenance.

Warning Recalculating item history may affect the item quantity, sale amount, and receipt amount displayed on the Item Maintenance History tab and inventory history reports.

When this utility is run, item history information in the following tasks and reports are affected: Miscellaneous Item Maintenance, Item Maintenance, Inventory Detail Transaction Report, Item Listing with Sales History, Inventory Trial Balance, Inventory Turnover Report, Inventory Valuation Report by Period, Miscellaneous Item History by Period, and Miscellaneous Item Listing.

The System Activity Log is updated with the time, date, company code, user logon, and a message that Recalculate Item History utility was run.