(ID# 350) Use this A/R option in Options Configuration to specify the number of months you want to keep Financial Summary history.
When you run the Daily Journal Report (RDJ) with Option F, the system creates FS records. These records make up the FS history. FS history includes information such as transaction amount, transaction date, and so on.
Once the FS records are as old as the months in this field, the system purges the records during the nightly maintenance routine.
For example: This field is 5. The transaction date on an FS record is 2/25/00. The record will remain in the FS File until 7/26/00.
Note: If you have the ReQuest software, you can create procedures that include FS history. Use the Select Financial Summary Information category in the Point Of Sale directory.
One of the Financial Summary fields, Status, contains two types of records: Department and Tax. Each record has two types of statuses: Finalized and Unfinalized. The Status field can have one of the following values:
ND--Unfinal Dept
NT--Unfinal Tax
YD--Final Dept
YT--Final Tax
This field is numeric. You can enter a number from 0 to 99.