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Archiving – What objects? What are the criteria?

Hello all,

As you now know how Archiving is working one of the remaining questions are,

  • Which Business Objects can be archived?
  • What are the criteria which must be fulfilled so the instance will be archived?

 

Here are the answers. 🙂

If a Business Object wants to support Archiving it need to fulfill several requirements.
One of these requirements is to provide a business logic which determines if a potential candidate for archiving can really be archived and if there are dependent objects which need to be archived together with the anchor object.

Here comes the list of Business Objects which are supporting Archiving from release 2102 onwards:

  • As Sales Documents we have Customer Quote and Sales Order with the dependent objects Customer Quote Industry Extension, Price Document and External Price Document.
  • Also, archivable is the Ticket (aka Service Request) with the dependent object Ticket (Service Request) Industry Extension.
  • From the list of activities these are supported: Activity Task, Appointment, and Visit with the dependent objects Store Valuation and different types of Activity.

And here is a (kind of) definition for the business logic:

  • A Sales Document is archivable if
    • The order is finished and has no pending external follow-up process
      or
    • The document is made anonymous (data privacy)
      or
    • The document is completed
      or
    • The quote is an inactive version
  • A Ticket must be
    • Closed or anonymized
      and
    • All sub tickets are closed or completed
      and
    • Any main ticket is closed or completed
  • For the activities these conditions are valid
    • The status should be Cancelled or Completed
    • If the activity is Open or In-Process then additionally the scheduled as well as the actual start and end dates must be at least 6 months in the past
    • If a Task depends on a Visit it will only be archived if the Visit gets archived too
    • Related or follow-up items do not need to be eligible for Archiving.
      However, if they are eligible and support Archiving they get archived, if not they will stay.

 

I will update this list whenever a new Business Object supports Archiving.
Promised 😉

UPDATE:
I was informed, that there are requirements to include the Deletion Block into the criteria for Archiving.
This is currently not the case, but we are working on it.

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