Archive Billing Data

The Archive Billing Data task moves selected records in the database from production tables to archive tables. Archiving data can save space and improve performance.

This task supports archiving billing transaction data, and archiving closed and voided billing accounts and their transaction data. The task uses SQL statements to move the archived data from the production tables to the archive tables.

The archive tables are created by a stored procedure, using a naming convention that you define. The naming convention adds a schema name and an optional prefix and suffix to the Infor Public Sector table name.

For example, if you specify IPSARCHIVE as the schema name and ARCHIVE_ as the prefix, then the archive table for the BILLING.ACCOUNT table will be:

IPSARCHIVE.BILLING.ARCHIVE_ACCOUNT

Records are eligible for archiving if they meet these conditions:

  • They must be kept for a specified number of months, called the retention period. The minimum retention period is 24 months.
  • If any transactions older than the retention period are still pending, such as unpaid or delinquent bills, then the account is not eligible for archiving. This ensures that the current account balance remains unchanged.

You can also preview an archive run before you move the data to the archive tables. To preview an archive run, select the Step 1 - Qualify Data check box for the task in the Batch Manager, but do not select the Step 2 - Archive Data check box.

When the task finishes running, use the Lookup Archive Runs page to look up the run and preview the data that qualifies for archiving in the Archive Run InfoViewer. When you are satisfied with the accounts that qualify for archiving, you can click Start Archive in the Archive Run InfoViewer to perform the Archive Data step and finish the archive process.

Setup

This table describes the Configuration Editor settings that affect this task:

Configuration Comments
ArchiveData configuration Use the ArchiveData configuration to define the naming convention for your archive tables. You can specify a schema name and a prefix and suffix, which will be added to the Infor Public Sector table names.

For archiving transaction data, you can also specify a log type to add to accounts when their transactions are archived.

Invocation

This task can be scheduled to run automatically, or it can be invoked manually from the Batch Manager.

This table describes each parameter for this task:

Form Console Description
Account Type AccountTypeSetupKey (int) Used to filter the archived records by account type.
Step 1 - Qualify Data IsQualifyTask (bool) Select this check box to identify the accounts that qualify for archiving.
Billing transactional data IsTransactionalArchive (bool) Select this option to qualify billing transaction records.
Retention Period TransactionalRetentionPeriod (int) Number of months transaction records will be kept before they are eligible for archiving. The minimum retention period is 24 months.
Closed and Voided billing accounts and their transactional data IsAccountArchive (bool) Select this option to qualify accounts with a Closed or Voided status and their child records.

See Archiving closed and voided accounts.
Retention Period ArchiveRetentionPeriod (int) Number of months closed and voided accounts will be kept before they are eligible for archiving. The minimum retention period is 24 months.
Step 2 - Archive Data IsArchiveTask (bool) Select this check box to move the qualified data to the archive tables. Do not select this check box if you only want to preview the archive run.

Data output

This table lists the Infor Public Sector database tables in which this task adds or updates records:

Table Comments
Archive tables The tables that store the archived data are created using the naming convention that you specify in the ArchiveData configuration.
BILLING.ARCHIVEDATARUN Stores general information about Archive Data runs.
BILLING.ARCHIVEDATARUNDETAILS Stores details about archiving of specific tables.

This table lists the Infor Public Sector forms that you can use to review the results of this task:

Form Comments
Lookup Archive Runs (RLAR) Lookup to search for and review archive runs.