...
- Choose Signature Utilities > File Maintenance Utilities > Service Management > Archive Data.
- Choose the Archive Data radio button.
Choose which tables to archive by marking the appropriate check box in the Include: column. You can archive service calls, maintenance contracts, customer records and technician records. Once archived, the data can no longer be accessed with Service Management or Microsoft Dynamics GP. Archived data is accessible with Crystal Reports or Microsoft Dynamics GP Report Writer.
Info Archiving criteria:
- Customer records marked inactive in Microsoft Dynamics GP will be archived. There can be no open Sales Order Processing transactions for the customer. Also, the customer must not have open service calls, open maintenance contracts, or master contracts. Customer records not meeting archiving requirements will not be archived. An explanation of the requirement that wasn't met will print on the Archive Error Log Report.
- To archive a technician record, the Microsoft Dynamics GP employee or vendor record on which the Service Management technician record is based must be marked inactive in Microsoft Dynamics GP. The technician cannot be assigned to an open service call or appointment. Appointments and tasks are archived with the closed service call. Finally, the technician cannot be the primary technician at a location.
- Archiving technician records will not archive Microsoft Dynamics GP employee and vendor records.
- Enter a cutoff date if you want to archive service call or maintenance contract data. That is, service calls and maintenance contracts with a closed date up to and including the cutoff date will be archived. A cutoff date is not required when archiving customer and technician records.
- Choose the Preview button to view the data that will be archived.
Choose Process to archive the data. See the tables below for file table names of archived data. Archived data is accessible when using Microsoft Dynamics GP Report Writer; however, the data is not accessible from within Service Management. Following is a list of service tables and the files they are archived to.
Service Calls Table:
Archive to:
SV_Note_MSTR
SVA00805
SV_Service_MSTR
SVA0300
SV_Job_Costs_HISTORY
SVA00815
SV_Service_Technician_WORK
SVA0351
SV_Service_Assigned_Equipment_MSTR
SVA0387
SV_Invoice_History
SVA0701
SV_Overdue_PM_MSTR
SVA0598
SV_Service_ID_Log_MSTR
SVA0340
SV_Service_Time_MSTR
SVA0519
SV_Service_Appointment_MSTR
SVA0301
SV_Service_Tasks_MSTR
SVA0302
Technicians Table:
Archive to:
SV_Note_MSTR
SVA00805
SV_Lookup_Tech_MSTR
SVA0115
SV_Technician_Labor_Plan_MSTR
SVA0150
SV_Technician_Skill_Set_MSTR
SVA0155
Maintenance Contracts Table:
Archive to:
SV_Contract_Billing_HIST
SVA0507
SV_Revenue_Recognition_WORK
SVA0547
SV_Contract_Quicksearch
SVA0053
SV_Contract_Detail_Summary
SVA0505
SV_Maint_HIST
SVA0501
SV_Maint_Invoice_MSTR
SVA0564
SV_Revenue_Recognition_Summary
SVA0514
SV_Contract_Revenue_Method2_HIST
SVA0508
SV_Contract_Revenue_Method2_MSTR
SVA0509
SV_Invoice_History
SVA0701
SV_Maint_Escalation_HIST
SVA0534
SV_Maint_Escalation_MSTR
SVA0533
SV_Contract_Contact_MSTR
SVA0575
Customers Table:
Archive to:
SV_Equipment_Replacement_Parts_MSTR
SVA00182
SV_Contract_Quicksearch
SVA0053
SV_Customer_Quicksearch
SVA0054
SV_Equipment_Quicksearch
SVA0055
SV_Note_MSTR
SVA00805
SV_Customer_MSTR
SVA0100
SV_Customer_Contact_MSTR
SVA0160
SV_Location_MSTR
SVA0200
SV_Location_Contact_MSTR
SVA0205
SV_Location_Technicians_MSTR
SVA0215
SV_Service_Time_MSTR
SVA00519
SV_Service_MSTR
SVA0300
SV_Service_ID_Log_MSTR
SVA0340
SV_Equipment_MSTR
SVA0400
SV_Job_Costs_History
SVA00815
SV_Equipment_Meter_MSTR
SVA0430
SV_Plant_MSTR
SVA0460
SV_Maint_Invoice_MSTR
SVA0564
SV_Invoice_History
SVA0701
SV_Main_HIST
SVA0501
SV_Contract_Detail_Summary
SVA0505
SV_Contract_Billing_HIST
SVA0507
SV_Contract_Revenue_Method2_HIST
SVA0508
SV_Revenue_Recognition_Summary
SVA0514
SV_Maint_Escalation_MSTR
SVA0533
SV_Maint_Escalation_HIST
SVA0534
SV_Revenue_Recognition_WORK
SVA0547
SV_Maint_Annual_MSTR
SVA0550
SV_Contract_Contact_MSTR
SVA0575
SV_Overdue_PM_MSTR
SVA0598
SV_Document_MSTR
SVADOCMS
RM_Commission_History
SVRMA305
RM_Applied_History
SVRMA302
RM_Tax_History
SVRMA306
RM_History
SVRMA111
RM_Customer_MSTR
SVRMA101
RM_Distribution_History
SVRMA301
RM_Customer_MSTR_Addr
SVRMA102
Receivables data will be archived in Service Management and in Microsoft Dynamics GP. That is, archived customers can no longer be accessed in Service Management or Microsoft Dynamics GP. The Microsoft Dynamics GP tables are listed below.
RM_Commission_History
RM30501
RM_Applied_History
RM30201
RM_Tax_History
RM30601
RM_History
RM30101
RM_Customer_MSTR
RM00101
RM_Distribution_History
RM30301
RM_Customer_MSTR_Addr
RM00102
- Vendor and payroll information will only be archived in Service Management. Microsoft Dynamics GP rules for archiving data apply to Microsoft Dynamics GP data. For example, though the technician record could be archived and removed in Service Management, the employee record on which the technician was based should not be archived and removed from Microsoft Dynamics GP until a W-2 has been printed.
- In the Archive Data window, choose the Remove Archived Data radio button. Choose Process to delete all archives. You must remove all archives. Deleting archives removes the record from your system. You cannot recover a deleted record.