Archiving in Grantee Management

T he Grantee Management solution includes an archiving feature, which provides the following archiving objects:

  • GM_ DOC _AC to archive received actual and commitment records

  • GM_ DOC _BD to archive budget records

  • GM_ DOC _TT to archive summarized budget and actual totals

  • GM_MD_GR to archive per grant related master data information

  • GM_MD_GS to archive information by sponsor

Customizing

In addition to general Grantee Management Customizing, there is an additional step in Customizing and a Business Add-In (BAdI).

To access them, go to Customizing and choose Start of the navigation path Public Sector Management Next navigation step Grants Management Next navigation step Grantee Management Next navigation step Additional Functions Next navigation step Archiving End of the navigation path .

  • Define Residence Time

    The residence time is the period of time that must elapse before data can be archived. Use this step to define the residence time, per grant type and GM archiving object.

  • The BAdI allows you to satisfy additional requirements you may have by:

    • Activating dynamic selections to define additional selection criteria and include those in the regular data selection or use them in special selection definitions

    • Defining additional archiving checks to include or exclude archiving objects

See the online documentation for the above steps for detailed instructions on what to do.

Processing

Archive processing is effected using the programs below. To access them, go to the Easy Access menu and choose Start of the navigation path Accounting Next navigation step Public Sector Management Next navigation step Grants Management Next navigation step Grantee Management Next navigation step Additional Functions Next navigation step Archiving End of the navigation path :

  • Actual/Commitment Documents*

    This program writes the requested actuals and commitment records to the data archive

  • Budget Documents*

    This program writes the requested budget records to the data archive. The budget records are selected out of the different budget document tables. Budget hold documents are not included.

  • Total Records*

    This program writes the requested total records to the data archive. The availability check totals are also included in the archive object.

  • Grants*

    This program writes the requested grant and all associated grant master data records into the data archive.

  • Sponsors

    You have the option of archiving business partners directly, or first flagging them for archiving and deleting them later.

The programs marked * include online documentation with detailed information on their use.

The sponsor archiving feature is part of the Business Partner (BP) function. Use the information button in the selection screen to access the detailed BP documentation.