Archiving Documents: To Set Up Archival Policy Settings

The following activity will walk you through the process of setting up the archival policy settings.

Story

Suppose that you are the system administrator, and you have received a task to configure the archival policy for your company. According to your company's internal policy and the governmental regulations, your company must store completed (and canceled) sales orders and shipment documents for one year. After that, they can be archived. You will configure the archival settings for these types of documents.

Process Overview

On the Archival Policy (SM200400) form, you will list the entity types of the documents that will be archived (sales orders and shipments) by their entity type and specify the retention period for each entity type. In the Summary area of the form, you will specify the duration of the archival process.

System Preparation

Before you begin configuring the archival policy, launch the MYOB Acumatica website with the U100 dataset preloaded, and sign in as system administrator Kimberly Gibbs by using the gibbs username and the 123 password.

Step: Configuring the Archival Preferences

To configure the retention period for sales orders and shipments, and to specify the default maximum duration of the archival process, do the following:

  1. Open the Archival Policy (SM200400) form.
  2. In the Summary area, leave the default value (6) in the Archiving Process Duration (Hours) box.
  3. On the table toolbar, click Add Row.
  4. In the Entity Name column, select Sales Order.
  5. In the Retention Period (Months) column of the row, leave 12.
  6. On the form toolbar, click Save.
  7. On the table toolbar, click Add Row.
  8. In the Entity Name column, select Shipment.
  9. In the Retention Period (Months), leave 12 .
  10. On the form toolbar, click Save.