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Best Practices for Configuring a 'Historical' Company

I have a customer that has been using SAP since 2008 that is creating a new company in SAP 9 for the 2014 Fiscal Year for various reasons and we would like to freeze their old company and keep it as a 'Historical' company.

What would be the simplest way to allow users to go into the company to view historical data, reports, etc., while preventing them from making any modifications or creating new transactions? Ideally we would have a 'Read-Only' mode that we could turn on that would only let the users look at the historical company records, while preventing them from adding anything new (BPs, transactions, items, etc.) or making any modifications.

I have a feeling that a combination of mods to the SBO_Transaction_Notification Stored Procedure and not creating a new Fiscal Year in the old company will do the trick, but I wanted to get some feedback to see if there is an easier way.

Thanks in advance.

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    author's profile photo Former Member
    Former Member
    Posted on Dec 31, 2013 at 07:18 PM

    Hi,

    To create so many SP to block user update would be impracticable.

    My suggestion is to lock up all posting period so that no financial change may be posted.

    An alternative is to set up all user with read-only authorization. However, some of the functions may not be available in this way.

    Thanks,

    Gordon

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  • Posted on Dec 31, 2013 at 01:31 PM

    Hi Luis Rizo,

    Make all users in read only mode. So that users still can refer data and reports.

    Thanks & Regards,

    Nagarajan

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 04, 2014 at 09:27 PM

    Thanks for the replies. We ended up locking up the current, previous, and next posting periods and changing the color of the background in the Historical company to help the users recognize where they are.

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