Recalculate Item Balance and History

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Expand/Collapse item  Overview

Use the following procedures to recalculate the item balance and history information. If the period posting history or item customer, vendor and warehouse history by period files become damaged for any reason, this utility will realign and recalculate item history based on transaction data. Item history is recalculated by using the Recalculate Item History utility, or through changes made in Inventory Management Options or Fiscal Year Maintenance.

Note For any changes made in Fiscal Year Maintenance or to the option that inventory periods are based on in Inventory Management Options, the item balance and history information must be recalculated before those changes are accepted.

Expand/Collapse item  Before You Begin

Back up your data before recalculating item balance and history.

 

 

To recalculate item history using the Recalculate Item History utility

  1. Select one of the following:

  2. Common Information Utilities menu > Recalculate Item History

  3. Inventory Management Utilities menu > Recalculate Item History

  1. Click Proceed. When prompted to perform the recalculation, click Yes.

The item history information is recalculated and the system activity log is updated with the date, time, company code, user logon, and a message that the Recalculate Item History utility was run.

 

To recalculate item history due to changes made in Inventory Management Options

  1. Select Inventory Management Setup menu > Inventory Management Options.

  2. In the Base Inventory Periods On field, change the option that inventory periods are based on. For more information, see Inventory Management Options - Fields.

  3. At the warning message, click Yes.

  4. Click Accept.

The inventory item history information is recalculated for all years on file.  

 

To recalculate item history in Fiscal Year Maintenance

  1. Select General Ledger Setup menu > Fiscal Year Maintenance.

  2. Change the fiscal year or number of accounting periods, as necessary. For more information, see Fiscal Year Maintenance - Fields.

  1. Click Recalculate.

  1. At the warning message, click Yes.

The item history is recalculated for the selected fiscal year and corresponding periods.