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sales doc archiving

Hi

I am trying to archive SD docs for previous years using SARA. However, when I run the pre-processor job for sales docs, the spool shows me some docs can not be archived because they have in-progress status or subsequent docs are not complete. if I carry on with the subsequent archiving steps would the Users face any issues later. Any other suggestions are welcome.

Thanks

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 02, 2011 at 06:36 AM

    Go to the users with the list and confirm withthem that they're ok with archiving these docs.

    Of course they won't be able to see the documents once archived--there.is a separate

    process for retrieval.

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  • Posted on Sep 02, 2011 at 06:43 PM

    It actually might not allow to archive such documents. If the preceding document (e.g. order) is archived but a subsequent document is not completed then when the users try to further process the incomplete document, they might not be able to do that. Further processing of subsequent documents causes updates in the preceding documents (e.g. statuses) and if there is no document found, I'm not sure what would happen.

    Technically there shouldn't be any old incomplete documents in the system. My recomendation would be to complete or cancel the documents (this needs to be done by the business users). Incomplete documents should be reviewed on regular basis, oherwise they might cause issues down the road.

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