Checks (FI-GL, FI-AR, FI-AP)
A number of conditions must be met to ensure that only documents no longer needed in the online system are archived. To determine whether a document can be archived, the archiving program checks the document header and line items. If, during the checks, one of the prerequisites for the document is found not to have been met, the whole document is not archived.
The following conditions concern the document header:
You specify document life based on the type of document (for example, customer payment) and company code. For more information, see
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 following conditions concern the line items:
You specify the account life based on the account type (customer, vendor, G/L account). For more information, see
The account or document life runs from the key date you enter for each program run. If you do not enter a key date the current date of execution is taken.
A further check is made that the external tax treatment has been completed.
If the documents contain Subsequent Settlement conditions, you cannot archive the documents until settlement accounting has been performed for the arrangements in question, and the retention time that you maintained for the document in Customizing for Subsequent Settlement has expired. For further information, see
Archiving of Arrangements.
If you require additional individual checks for your special application, you can create these using