Consolidating activity transactions
- Run Transaction Consolidation (AC310). Specify this information:
- On the Activity tab, specify which activities or activity groups ACTRANS records to consolidate. Related date is purged and archived.
- Activity Group List
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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
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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
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Select up to six activities to consolidate. If you make a selection here, then leave the Activity Group List fields blank.
- Activity List
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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
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Select whether to run this program in update or report mode only:
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Select Yes to consolidate and report.
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Select No to produce a report only.
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- Print Detail
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Select whether to print Detail or Summary transaction information.
- On the Transactions tab, select which records and whether or not to archive data.
- Archive
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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
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Specify a date through which to consolidate and purge transactions.
- Activity Statuses
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Select the activities 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).