Creating Archive Sets

Warning:
Archiving deletes data from your org and you cannot retrieve it. You must copy it to an external storage system before deleting it. Your FinancialForce business consultant can provide further information on extracting and storing data.

When you create a new Archive Set you can:

Select the company, year, periods, and document types for the data that you want to archive.
Select the year and periods - a single period, a range, or all periods.
Automatically create a summarization journal, which contains a summary of all the transactions selected for archiving.

Note:

By default the summarization journal is grouped by Account. You can disable grouping by setting the Summarization Journal Group By Criteria field in the Archiving Settings custom setting to None. See Archiving Settings.

When you have created an archive set you can review it and then choose to do one of the following:

Discard the archive set, clearing the selections for archiving and retaining the documents on your org.
Use the archive set queries to extract the selected documents from your org before deleting the archive set to permanently remove those documents from your org.

Restrictions

The following restrictions apply:

You can only process one archive set per company at a time.
You can only select one financial year.
You cannot select the special periods, for example Period 100.
You can only archive Accounts Receivable documents, Manual Journals, and Billing Documents.