Report to Set Deletion / Archiving Indicator (BUPA_PREPARE_DA) 

Use

In the following, you will find further information on setting the archiving indicator for the SAP Business Partner for Financial Services en masse with the report BUPA_PRE_DA.

Prerequisites

In Customizing for the SAP Business Partner for Financial Services under Settings for Financial Services -> Tools -> Archiving, you have determined the residence time for the business partners to be archived in the IMG activity Define Residence Time of Business Partners to Be Archived.

Features

You will find general information on the report in the program documentation. The following lists the special features that apply to the functions specific to Financial Services:

·        The system selects all the business partner entries

·        The system checks whether the business partners you have selected are used in a particular application:

¡        If the selected business partners are no longer used, the report continues to process these business partners

·        The system checks whether the selected business partners are linked to a customer/vendor master record in Financial Accounting (FI):

¡        If the selected business partners are not linked to a customer/vendor master record, the report continues to process these business partners

¡        If a customer/master record is assigned to the business partners, the system generates an error message for these business partners, and prevents the archiving indicator from being set.

You will find information on how to proceed further under Archiving Indicator.

·        The system checks whether the selected business partners exist in a business partner role that was defined in the IMG activity Define Residence Time of the Business Partners to Be Archived.

¡        If the selected business partners exist in the defined business partner role, the report continues to process the business partners

·        The system checks whether the residence time defined in the IMG activity Define Residence Time of the Business Partners to Be Archived has expired for the business partners you want to archive.

¡        If the residence time for the business partners to be archived has expired, the system sets the archiving indicator.

Activities

To be able to use the function specific to Financial Services for automatically setting the archiving indicator, proceed as follows:

You are in the processing screen of the transaction defined for the report, BUPA_PRE_DA.

...

       1.      If necessary, limit the number of business partners to be processed.

       2.      Set the value FSBP_RESID (residence time of BP in system) under filter in the variant for additional restrictions.

Only this filter value includes the settings made for the SAP Business Partner for Financial Services in the IMG activity Define Residence Time of the Business Partners to Be Archived.

       3.      Set the for Archiving and System Status “Can Be Archived” indicators under Set Deletion/Archiving Indicator.