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Procedure documentationArchiving Banking Opportunities with CRM_OPPT

 

You can use the CRM Opportunity (CRM_OPPT) archiving object to destroy all banking opportunity data, along with information about its status.

For data privacy purposes, banking opportunities data is regarded as person-related data. Therefore, regulations in your country may stipulate that you need to archive this data once a specified residence time has been reached.

For more information, look for Data Privacy (HR) in the documentation of SAP ERP at http://help.sap.comInformation published on SAP site.

To use this procedure, you must activate the business function CRM-FS, Guided Loan Origination Process (CRM_FS_NBRNWL_1).

Procedure

  1. Learn more about the features of this archiving object.

    To view the tables from which data for this archiving object is deleted, go to Archive Administration (transaction SARA), enter the archiving object, and choose Database Tables.

  2. Learn more about the characteristics of this archiving object.

    For more information, see Characteristics of CRM_OPPT.

  3. Learn more about the technical data of this archiving object.

    For more information, see Technical Data of CRM_OPPT.

  4. Learn more about the checks for this archiving object.

    For more information, see Checks of CRM_OPPT.

  5. Make any application-specific Customizing settings.

    For more information, see Performing Application-Specific Customizing of CRM_OPPT.

  6. Define a preprocessing variant for the archiving object.

    For more information, see Defining Preprocessing Variant for CRM_OPPT.

  7. Define a write variant for the archiving object.

    For more information, see Defining Write Variant for CRM_OPPT.

  8. Learn more about the authorizations required for this archiving object.

    For more information, see Authorizations for Archiving Object CRM_OPPT.