Archiving Timeframes and Criteria (FI-FM)

A number of conditions must be met to ensure that only documents no longer needed in the online system are archived. The archiving program verifies the following:

In addition to exceeding the document life and account life, documents must also exceed the minimum retention period. This means that the number of days between the date the document was entered or changed and the archiving key date must exceed the minimum retention period before documents can be archived.

The system can only archive documents containing cleared items or those not managed on an open item basis.

The account or document life runs from the key date you enter for each program run.