Merging history

One of the most important functions of Product Administration Month End Processing Report is merging product usage history. When you merge history:

• You build usage information.
• You roll balances.
• You develop the basis for most of your ordering controls.

To merge history in Product Administration Month End Processing Report, select Yes for the Merge History option.

There are two types of usage that are affected by month end processing:

• Regular usage, which consists of normal sales to customers
• Transfer usage, which consists of the repetitive, regular transfers to branch locations

Each product contains 25 months of usage history for both usage types. The usage history can be viewed in Product Warehouse Product Setup. Click Show Usage on the Ordering view. Usage history can also be viewed in Product Administration Exception Processing Center-Usage History.

Non-repetitive usage is not recorded. These are examples of inventory activity that do not affect usage:

• Non-recurring transfers from one branch to another
• Returns to vendors
• Inventory that is donated or thrown away
• Unusual sales

Additionally, when you merge history, a Product Administration Exception Processing Center record is created for frozen products if one does not exist.