Archiving Transaction Figures (FI)

To archive transaction figures from customer, vendor, and G/L accounts:

  1. From the General Ledger, Accounts Receivable or Accounts Payable menus, choose Periodic processing ® Archiving ® Transaction figures ® Archive.
  2. The system displays the Archive Management: Create Archive Files screen.

  3. Enter the name of a variant and choose Maintain.
  4. Maintain the appropriate variants by specifying the following information:
  5. Company codes

    Enter the relevant company codes here.

    Fiscal year

    Enter the fiscal year up to and including which documents should be archived.

    Customer, vendor, G/L account transaction figures

    If you select any or all of these fields, then the system archives the transaction figures for these accounts. In the case of G/L accounts, planning data is also archived.

    Only G/L account planning data

    If you activate this field, the system only archives the planning transaction figures of G/L accounts. Actual data remains in the system (is not archived).

  6. Enter the appropriate selection criteria and if necessary, maintain the following program parameters:
  7. Test run

    If archiving is started in test mode, the archive run is only simulated. The system neither writes data to archive files nor deletes data from the database.

    Detail log

    The detail log records information on each archived object.

  8. Choose Back.
  9. The system asks you whether or not you want to save your values. Choose Yes to save your data.

    The system then displays the ABAP/4: Save Attributes of Variant (variant name) screen in which you must enter a description for your variants.

  10. Save the variants by choosing Save.
  11. Choose Back to return to the Archive Management: Create Archive Files screen.

  12. Enter the start date and spool parameters for the archive run.
  13. If you have maintained the selection criteria, start date, and spool parameters, execute the archiving run by choosing ® Create job.

You can archive transaction figures during the normal course of business, but you must ensure that, for the fiscal years you have selected, there are no open periods in the company codes to be archived.

Choose ® Job overview to display the status of the jobs you created.

For more information on maintaining variants, access the R/3 library and choose Working with R/3 ® Getting Started with R/3.