Consolidating transaction information

Use the following procedure to consolidate an employee’s detailed absence transaction records in order to minimize the amount of employee data maintained in the Absence Management application.

This program consolidates transaction records before deleting the transactions and creating one summarized record for each balance type (i.e., accrual transactions are summarized with a new transaction with Type 91). Creating Transactions

Caution: 
The consolidate process does not create a backup of the deleted data.

Before you consolidate transaction information, you should perform a system backup before running this program in Update mode.

To consolidate transaction information

  1. Access Employee Absence Transaction Consolidation (LP370).
  2. Select a company.
  3. Complete the form using the following guidelines:
    Absence Plan

    Select the Absence Plan for which Transactions should be consolidated. To consolidate transactions for all plans, leave this field blank.

    Structure Employee Group

    If you select an Absence Plan, you can select additional structures to further limit the transactions that will be consolidated. If you leave this field blank, all structures for the absence plan will be consolidated.

    Consolidate Through

    Type the date through which absence plan transactions should be consolidated. This date must be on or before one year prior to the system date

    Update

    Select whether to perform the update or create a report that lists pending changes. It is recommended that you run this program in Report Only before selected the Update option.