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From the Toolbar, click PAT for Patronage.
From the Patronage menu, select Process Activity, and then select Compress Activity.
In the Period Date Beginning and Ending boxes, type the beginning and ending period dates that define the range of activity you want to compress.
In the Patron Name Id Beginning and Ending boxes, type a range of patrons you want to compress activity for, or leave blank to include all patrons.
In the Product Location Beginning and Ending boxes, type a range of locations that you want to compress activity for, or leave blank to include all locations.
In the Purchases/Sales Beginning and Ending boxes, type P for Purchases, S for Sales, or leave blank to include both Purchases and Sales. The Beginning and Ending boxes must be the same value; both P's or both S's.
In the Compress Activity box, type Y to both replace Name Id Type and Miscellaneous Field values and compress activity, or type N to only replace Name Id Types and Miscellaneous Field values.
Click OK.
Click OK.
Learn more about the Accumulate Activity feature:
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