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Function documentationArchiving CRM Cases Locate this document in the navigation structure

 

After cases have been closed, you can archive them to provide more space for active cases in your database. There are several Business Add-Ins (BAdIs) used to set up case archiving as well as another activity that allows you to call up archived cases if you ever want to view them again.

In Customizing choose   Customer Relationship Management   Case Management   Extended Customizing   Case Archiving  .

Using the available activities, you can:

  • Define checks that run before a case is archived so that only cases meeting specific criteria are archived

  • Archive (write) cases to the database directly

  • Delete cases from the database once they have been archived

  • Display archived case data

Central to the data archiving process is the archiving object. In CRM Case Management the object is called SCMG . For more information about the archiving process in CRM, in Customizing, choose   Customer Relationship Management   Case Management   Extended Customizing   Case Archiving   CRM Data Archiving Process  .

Prerequisites

An SCMG object must also fulfill the following conditions to be archivable:

  • The business transactions related to the case are in status Closed or Completed

  • All the lower-level objects of the case are already archived