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:

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.