How to archive a business unit

To archive a business unit:

  1. Select Business Unit Administration (BUA) from the SunSystems menu.
  2. Highlight the live or archive business unit and select Archive from the Action menu.
  3. Specify this information:
    Ledger Archive
    Select this checkbox to archive ledger data from a live business unit or delete from an archive business unit.
    Archive Period
    Enter the period up to which ledger data is to be archived. This must be earlier than the current period and open financial calendar period.
    Order Fulfilment Archive
    Select this checkbox to archive Order Fulfilment data and business line imported data from a live business unit or delete from an archive business unit.
    Archive Date
    Enter the date up to which the Order Fulfilment data is to be archived. This must be earlier than the current login date and the start date of the open financial year. In order to be included in the archive, transactions must have a completion date earlier than the archive date.
    Delete Only
    This only applies for the archive business unit. Check this check box to delete the data rather than archive it. A warning message is displayed to confirm the action before it is carried out. If you select this option when connected to a non-live business unit a message is displayed.
    Switch off Auditing
    If you are using data auditing business unit archive may be significantly slower depending on the tables for which data audit is switched on. If you want to temporarily switch off data audit in order to speed the archiving, select this option so that no audit details are recorded during the archiving process. After archiving is complete data auditing is automatically switched on for the tables configured in Data Audit Configuration (DAC).
    Generate Failure Reasons

    Check this check box to review the failure reasons of unarchived transactions.

    The following fields are automatically populated:

    Live Business Unit Code and Archive Business Unit Code.

  4. Click OK to enable Archive.
  5. Click Archive.