Entering content frameObject documentation Document Life in Financial Accounting (FI) Locate the document in its SAP Library structure

You can define the minimum amount of time a document spends in the system (prior to archiving) according to company code and document type. The system archives only those documents that have exceeded their document life. The reference dates used by the system to calculate this are the document posting and the key date you specify when you start the archiving program.

If the minimum life is the same for several company codes or document types, you can enter an asterisk (*) instead of entering a specific company code or document type. If not, enter the appropriate company code or document type.

To determine the document type life, the system always uses the most detailed entry for document type. Entries using "*" are of course less specific than those where a particular account type or company code are specified. Note, however, that if you specify a company code but make a generic entry (*) for document type, or you specify a document type but make a generic entry for company code, both entries are equally unspecific. In this situation (shown in the example below) the system uses the entry with the maximum number of days.

Example

Company code

Document type

Life (in days)

0001

*

90

*

SB

120

Assuming you want to archive all documents as part of the closing entries for company code 0001, the program selects those documents that have been in the system for over 120 days. In this situation (shown in the example below) the system uses the entry with the maximum number of days.

Caution

If no entry exists, the system uses a minimum life of 9999 days.

If certain document types are of interest to you, you will define their minimum life per document type.

Example

You specify a general document life of 30 days for all company codes. However, since the life of vendor invoices (document type KR) for company code 0001 needs to be longer, you define their document life as 90 days. For all company codes, closing entry documents must remain in the system for at least 120 days. You carry out these postings by using a separate document type (SB) that denotes closing postings.

This graphic is explained in the accompanying text

You can also define an archive index life. For more information, see Index Life in Financial Accounting (FI).

You define document type lives and archive index lives in Customizing for Financial Accounting, by choosing Financial Accounting Global Settings ® Document ® Accounting Document Archiving ® Define Document Type Life.

 

Leaving content frame