SA Data Archive Receivables Report overview

System Administrator > Data Archive Purge > SAD Reports > SADFR

Function acronym: SADFR

Use this report to archive all inactive Accounts Receivable transactions that meet the date criteria that is specified on the report.

The archive process archives data from Customer Transaction Entry.

All Customer Transaction Entry records are checked, based on the archive date and number of days to keep. All inactive records are archived except for transaction types 6, 8, or 11. These transaction types are checked for ties to active source transactions. If the source transaction types are inactive, then these types are also archived.

In Customer Inquiry-Transactions, the invoice numbers for archived customer transactions are appended with an "A", for example, 5045-00-A.

This table shows the criteria that determines if a record is archived:

Record Criteria
Scheduled pays

Last transaction date

Inactive transaction type 11

Credit memos

Last transaction date

Inactive transaction type 6

Debit memos

Last transaction date

Inactive transaction type 8