Consolidating activity transactions

  1. Run Transaction Consolidation (AC310). Use these guidelines to specify the field values:
  2. On the Activity tab, specify which activities or activity groups ACTRANS records to consolidate. Related date will be purged and archived.
    Activity Group List

    Select a list of activity groups to consolidate all the activity transactions. If you make a selection here, then leave the activity group, activities and activity list fields blank. You can define a list of activity groups on List (MX10.1).

    Activity Group

    To consolidate all activities in an activity group, select an activity group. If you make a selection here, then leave the Activity Group List, Activity, and Activity List fields blank.

    Activities

    Select up to six activities to consolidate. If you make a selection here, then leave the Activity Group and List fields blank.

    Activity List

    Select a list of activities to consolidate. If you make a selection here, then leave the Activity Group List, Activity Group, and Activities fields blank. You can define a list of activities on List (MX10.1).

    Update

    Select whether to run this program in update or report mode only:

    • Select Yes to consolidate and report

    • Select No to produce a report only

    Print Detail

    Select whether to print Detail or Summary transaction information.

  3. On the Transactions tab, select which records and whether or not to archive data.
    Archive

    Select whether to purge transactions after consolidating and purging.

    Select Yes to archive the data file or select No to consolidate and purge transactions, but not to archive them.

    Through Date

    Specify a date through which to consolidate and purge transactions.

    Activity Statuses

    Select the activities you want to consolidate and purge by status code. Select up to 5 activity statuses. The status code is a user-defined code that identifies the processes an activity can perform. You can define status codes on Status (AC02.1) and assign a status to an activity in Activity (AC10.1).