You can configure Enterprise Portal to display totals or balances – called transaction summaries– for the following types of transactions:

  • Purchase totals, including quantity, amount, weight and volume

  • Customer balances

  • Inventory on hand

  • Vendor balances

Generating transaction summaries can adversely affect the performance of the database server. We recommended that you configure a batch job to generate transaction summaries during off-peak hours. Configuring a batch job for transaction summaries requires that you:

  • Create a batch group, which enables you to add multiple batch jobs to the processing list at one time.

  • Associate the transaction summary batch job with a batch group, and specify how often the batch job is processed.

  • Add the batch group to the batch queue.

Create a batch group (optional)

You can use batch groups to add multiple batch jobs to the batch queue at one time. For more information, see Create a batch groupin the Applications and Business Processes Help.

  1. In the Microsoft Dynamics AX client, click > > > .

  2. Press CTRL+N to create a new batch group, and then close the form.

Configure transaction summaries

You can use the form to specify how often transaction summaries are generated. For more information, see Transaction summary (class form)in the Applications and Business Processes Help.

Note Note

You also can configure transaction summaries using the . For more information, see Configure Enterprise Portal using the Configuration Wizard.

  1. In the Microsoft Dynamics AX client, click > > > > .

  2. Associate the transaction summary to a group from the list.

  3. Select the check box to run the job as a batch without its being associated with a batch group.

  4. Click to specify how often the transaction summary is run.

  5. Click OKto close the form. A message is displayed stating that the transaction summary job has been added to the batch queue.

Start batch processing

  1. In the Microsoft Dynamics AX client, click > > > .

  2. In the list, select the batch group that you associated with the transaction summary job, and then click OK.

    The job starts processing according to the schedule you defined. For more information, see Processing batch jobsin the Applications and Business Processes Help.