Aggregate Inventory Transactions per Period
Explanation
This activity is used to update the system's statistical tables. The
inventory statistics are based on inventory transactions, and the result is divided into statistical
periods defined in the Statistic Periods
window. Statistics are updated based on transactions that occur between the
current date and previous activity date of updating inventory part statistics.
The Default feature enables you to use the default settings. Default settings
are derived from the Database Tasks window set by the
administrator.
Prerequisites
- Statistic periods must have been defined in the
Statistic Periods
window.
- An inventory part must have been created and
transactions performed on the inventory part.
System Effects
- If statistics are being updated for a new inventory
part, a new record will be inserted in the
Inventory Value per Period window.
- If statistics are being updated for an existing
inventory part, the existing record will be modified in the
Inventory Value per Period window.
- These inventory part statistics will be used for MRP (Material Resource
Planning)
calculations.
- If you have scheduled the task as a background job, the
task will be automatically performed based on the specified selection criteria.
- If the quantity in inventory is zero for an inventory part at the end of
a period, the system evaluates that the inventory value is also zero on the
detailed level that can be seen in the Inventory Value per Period/Value
per Detail tab. If there is any remaining value left,
it will be cleared by a ROUNDDIFF transaction after considering the number
of days the part has been inactive for, according to the value in the
inactive days for remaining stock setting on the applicable site. The
ROUNDDIFF transaction is created with a date applied corresponding to the
last date of the period where the quantity is zero and the number of
inactive days is acceptable.
Window
Aggregate Inventory
Transactions per Period
Related Window Descriptions
Aggregate Inventory Transactions per
Period
Procedure
You can either aggregate inventory transactions per period directly
(procedure A), or schedule the task as a background job (procedure B).
A. To aggregate inventory transactions per period
directly:
- Open the
Aggregate Inventory Transactions per Period dialog
box.
- Enter a value in the To Date field indicating up to when the transaction statistics should be aggregated. If the task is scheduled, then enter a value in the
Execution Offset field indicating the number of offset days ahead of the scheduled date.
- Use the existing value in the Site field or
enter a new value. Click List to select one from the List of Values
if required.
- If
all the necessary selection criteria have been defined, click OK to complete the
operation.
Note: Click Default if you want to use
the default settings.
B. To schedule the aggregate inventory transactions per period
task as a background job:
-
Click Schedule to open the New Database Task Schedule
window. Set the scheduling parameters as desired and save. Scheduled tasks
can be seen in Scheduled Database Tasks window.