Transactions and Archiving Parameters MB1A

Use this screen to set up parameters for the B1A Transaction Archive process. This process transfers transactions from the live database to the Accounts Receivable history database or the Accounts Receivable summary archive history file.

Enter the following fields:

Enter a valid Company code to define the company for which settled transactions are to be archived.

Select a mode from Report and Update, Report Only or Update only.

Select whether to Archive Transactions with Open Queries. Once extracted, the queries will be closed and inserted onto the query history table for viewing by the online history enquiries.

Optionally you may select to archive up to a year or period and year to archive up to.

The archiving can also be restricted to a certain type/sub-type combination.

Enter the Ledger codes of the ledgers containing the transactions that you want to archive and right click. A description will appear beside each ledger

Tick the box or enter Y (according to version) next to the ledger codes entered in Ledger to select those ledgers for archiving. If left blank, the system does not archive the ledger.

Enter a number in the range 0 - 999 for the number of Days to calculate an archive date as Archive Processing Date - Days = Archive Date Using the calculated archive date.

If the Accounts Receivable history database is in use, transactions are archived if: Archive Date | Settlement Date

If archiving directly to the Accounts Receivable summary history archive file, transactions are archived if Archive Date - Settlement Date | Number of Days to Keep Settled Transactions (defined at company or ledger level). For example, if the archive date is February 15th, a transaction's settlement date is February 1st and the number of days to keep settled transactions is 30, the transaction will not be archived because it has only been retained for 14 days.

Item	Description
Reports	If process BM1 is part of a request, click Display: Reports to display the Request/Report screen MAOC to view the current request.
Active Requests	Click Display: Active Requests to display the Active Requests/Processes screen MAQC for viewing the active requests or processes of the current user. With the appropriate security, you can view the requests or processes associated with other users.
Reports	If process BM1 is part of a request, click Update: Reports from the menu bar to display the Request/Report screen MAOC to update the current request.
Submit	Click Queue: Submit to display a selection window for confirmation of the transfer process. You can specify a process date to dictate when the process is run or place the process on hold in the task queue to be released manually. Repeat this action to confirm the process submission.

Item

Description

Reports

If process BM1 is part of a request, click Display: Reports to display the Request/Report screen MAOC to view the current request.

Active Requests

Click Display: Active Requests to display the Active Requests/Processes screen MAQC for viewing the active requests or processes of the current user. With the appropriate security, you can view the requests or processes associated with other users.

Reports

If process BM1 is part of a request, click Update: Reports from the menu bar to display the Request/Report screen MAOC to update the current request.

Submit

Click Queue: Submit to display a selection window for confirmation of the transfer process. You can specify a process date to dictate when the process is run or place the process on hold in the task queue to be released manually. Repeat this action to confirm the process submission.

If not described elsewhere in this topic, click in the field and press F1 to view a description. See Common Fields for more information.

Fast prompt allows you to quickly view a list of options for certain fields.

NOTE Field visibility can be defined by your System Administrator, so not all fields documented may be shown.

See Using the Command Line on opening the screen without going through the menu.