Archiving Customer or Vendor Master Data (FI)

To archive customer or vendor master data:

  1. From the Accounts Receivable or Accounts Payable menu, choose Periodic processing ® Archiving ® (Customers or Vendors) ® Archive.
  2. The system displays the Archive Management: Create Archive Files screen.

  3. Enter a variant and choose Maintain.
  4. To limit the number of master records for archiving, use the following selection criteria:
  5. – Customer or vendor account range

    – General master records indicator

    If you set this indicator, the system archives only general (not chart of account-specific) data.

    – Company codes

    Enter company codes here if you want to include financial accounting data only.

    – Sales organization, distribution channel and division

    Set these indicators to include data from Sales and Distribution (only relevant when archiving customer master records).

    – Purchasing organization

    Set this indicator to include data from Materials Management (only relevant when archiving vendor master records).

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

    If the archiving report is started in test mode, the system only simulates the archive run. The system neither records date in 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. Select YES to save your data.

    The system then displays the Save Attributes of Variant (variant name) screen where you must enter a description for the variant you have created.

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

  12. Enter the start date and spool parameters.
  13. Having maintained the selection criteria, start date, and spool parameters, choose Create job.

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.