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Former Member
Mar 25, 2010 at 09:51 PM

SARA FI_DOCUMNT archiving

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Good afternoon.

I have set up residency times in OBR7 and OBR8 and now I am running SARA / FB99 to check the eligibility of my test data for archiving. Here is what I have found in my testing:

- I set residency for account & document type to 5 years (all accounts / all account types / all document types)

- items with entry date / posting date more than 5 years ago but which were cleared within the last 5 years are reported as not eligible for archiving

- items cleared more than 5 years ago are reported as eligible for archiving

My expectation was that the item has to be cleared and that the posting date (or entry date) must have exceeded the account life; I did not expect that the clearing date had to exceed the account life.

I am looking to hear your experience and insight.

Thanks,

Barb