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Microsoft Dynamics GP (Archived)

Item Maintenance - Options

Posted on by 1,090

Hi All,

 

When I try set up an items in GP, & I get to Options screen , there is a section --> Maintain History, which has choices -->Calendar Year, Transaction, Fiscal Year, Distribution.  Do you know what is the Maintain History for ?  How does it impact the Inventory Items that we are setting up.

 

Please advise.

 

Thank you

*This post is locked for comments

  • Suggested answer
    Heather Roggeveen Profile Picture
    Heather Roggeveen 9,142 on at
    RE: Item Maintenance - Options

    Then you will have to go back to a back up from that time and recreate all your transactions.  Sorry there is no other answer.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Item Maintenance - Options

    What if this fields didn't checked for some days and required to recover this option from first transactions? 

  • Benson Profile Picture
    Benson 1,090 on at
    RE: Item Maintenance - Options

    Hi Frank,

    Thanks for your advise.. They are very helpful

  • Verified answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Item Maintenance - Options

    To me, this is a dangerous setting.  Dangerous in that you have the choice to not maintain history.  These boxes should always be checked in every window they appear.  Better yet, they shouldn't be available.  The default setting should always be checked.  My rant aside, checking these boxes tells GP to maintain transaction history.  If they're left unchecked, transaction history is not saved.

    From the Help files:

    Maintain History

    Select the types of history you want to maintain for this item. You don't have to maintain history if you don't want to. However, you must keep transaction history to print the Transaction History Report or the Historical Stock Status Report, and distribution history to print the Distribution History Report.

    Calendar Year

    Mark this option to maintain calendar-year history for this item. Calendar-year history includes quantity sold, total amount in sales and total amount in costs for the item, by month.

    Fiscal Year

    Mark this option to maintain fiscal-year history for this item. Fiscal-year history includes quantity sold, total amount in sales and total amount in costs for the item, by period.

    Transaction

    Mark this option to maintain transaction history for this item. Transaction history is the detailed line-by-line history of posted documents. Transaction history is required to print the Transaction History Report or the Historical Stock Status Report.

    Distribution

    Mark this option to maintain distribution history for this item. Distribution history is the General Ledger posting distribution history; if you use this type of history, distribution breakdown registers and transaction posting journals may be reprinted.

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