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Function documentationArchiving CRM Cases

 

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 Start of the navigation path Customer Relationship Management Next navigation step Case Management Next navigation step Extended Customizing Next navigation step Case Archiving End of the navigation path.

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  • Delete cases from the database once they have been archived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 Start of the navigation path Customer Relationship Management Next navigation step Case Management Next navigation step Extended Customizing Next navigation step Case Archiving Next navigation step CRM Data Archiving Process End of the navigation path.

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