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  Archiving Loan Reference Units

Use

You use this report to archive the loan reference units for value-dated cumulation and disbursement.

For more information, see Archiving .

Procedure

  1. Choose Start of the navigation path Position Management Next navigation step Periodic Processing Next navigation step Reorganization Next navigation step Archiving Next navigation step Archive Loan Reference Units. End of the navigation path

    Caution Caution

    Note that you need to have archived all of the loan subledger documents referenced in these units before you can archive the loan reference units themselves. Unlike the archiving of loan subledger documents, the archiving of loan reference units is not loan-specific.

    End of the caution.

  2. Enter one or more company codes and the reference unit type required. You also have the option of carrying out a test run.

    Note Note

    By choosing Get Variants , you can select a variant, providing one or more variants have already been created in the system.You can create a new variant via Start of the navigation path Goto Next navigation step Variants Next navigation step Save as Variant End of the navigation path .

    End of the note.

  3. Choose Execute. The system executes the function as a background job. Choose Job Overview to check the job log.

The following buttons are also available:

  • Administration

    The system displays an overview of the archiving runs, differentiating between incorrect, incomplete, complete, and replaced archiving runs and those that have been reloaded or created by a reload run.

    When you double-click on an archive file the system displays the details for the respective file. You can add a comment for the file and change the file name, if necessary.

  • Job Overview

    This button opens the report Simple Job Selection. When you execute the report, the system displays an overview of the status of the jobs you have generated based on the selection criteria you enter in this screen. You should have the system display the log.

Result

The archived loan reference units for value-dated cumulation and for disbursement are physically deleted as database table entries after they have been saved in archive files. This is to keep the volume of data on the database as constant as possible in the long term despite the steady growth in the number of units, and to avoid problems with memory space.