The archive data process enables you to archive service records by physically moving records to a set of archive tables. Data that meets certain requirements are moved from active tables to archived tables. Having only current data in the tables makes locating active records easier and improves system performance. You can preview all records before creating an archive. Once you are sure the data is no longer needed, the archived tables are then removed through a separate process.
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Back up all data before running this utility. |
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Select which tables to archive by marking the appropriate checkbox 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 Microsoft Dynamics GP Report Writer.
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Archiving criteria:
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Select 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.
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Table:
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Archive to:
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SV_Note_MSTR
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SVA00805
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SV_Service_MSTR
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SVA0300
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SV_Job_Costs_HISTORY
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SVA00815
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SV_Service_Technician_WORK
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SVA0351
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SV_Service_Assigned_Equipment_MSTR
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SVA0387
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SV_Invoice_History
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SVA0701
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SV_Overdue_PM_MSTR
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SVA0598
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SV_Service_ID_Log_MSTR
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SVA0340
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SV_Service_Time_MSTR
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SVA0519
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SV_Service_Appointment_MSTR
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SVA0301
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SV_Service_Tasks_MSTR
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SVA0302
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Table:
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Archive to:
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SV_Note_MSTR
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SVA00805
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SV_Lookup_Tech_MSTR
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SVA0115
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SV_Technician_Labor_Plan_MSTR
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SVA0150
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SV_Technician_Skill_Set_MSTR
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SVA0155
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Table:
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Archive to:
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SV_Contract_Billing_HIST
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SVA0507
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SV_Revenue_Recognition_WORK
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SVA0547
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SV_Contract_Quicksearch
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SVA0053
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SV_Contract_Detail_Summary
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SVA0505
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SV_Maint_HIST
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SVA0501
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SV_Maint_Invoice_MSTR
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SVA0564
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SV_Revenue_Recognition_Summary
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SVA0514
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SV_Contract_Revenue_Method2_HIST
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SVA0508
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SV_Contract_Revenue_Method2_MSTR
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SVA0509
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SV_Invoice_History
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SVA0701
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SV_Maint_Escalation_HIST
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SVA0534
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SV_Maint_Escalation_MSTR
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SVA0533
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SV_Contract_Contact_MSTR
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SVA0575
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Table:
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Archive to:
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SV_Equipment_Replacement_Parts_MSTR
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SVA00182
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SV_Contract_Quicksearch
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SVA0053
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SV_Customer_Quicksearch
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SVA0054
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SV_Equipment_Quicksearch
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SVA0055
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SV_Note_MSTR
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SVA00805
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SV_Customer_MSTR
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SVA0100
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SV_Customer_Contact_MSTR
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SVA0160
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SV_Location_MSTR
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SVA0200
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SV_Location_Contact_MSTR
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SVA0205
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SV_Location_Technicians_MSTR
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SVA0215
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SV_Service_Time_MSTR
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SVA00519
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SV_Service_MSTR
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SVA0300
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SV_Service_ID_Log_MSTR
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SVA0340
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SV_Equipment_MSTR
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SVA0400
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SV_Job_Costs_History
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SVA00815
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SV_Equipment_Meter_MSTR
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SVA0430
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SV_Plant_MSTR
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SVA0460
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SV_Maint_Invoice_MSTR
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SVA0564
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SV_Invoice_History
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SVA0701
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SV_Main_HIST
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SVA0501
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SV_Contract_Detail_Summary
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SVA0505
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SV_Contract_Billing_HIST
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SVA0507
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SV_Contract_Revenue_Method2_HIST
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SVA0508
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SV_Revenue_Recognition_Summary
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SVA0514
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SV_Maint_Escalation_MSTR
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SVA0533
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SV_Maint_Escalation_HIST
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SVA0534
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SV_Revenue_Recognition_WORK
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SVA0547
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SV_Maint_Annual_MSTR
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SVA0550
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SV_Contract_Contact_MSTR
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SVA0575
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SV_Overdue_PM_MSTR
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SVA0598
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SV_Document_MSTR
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SVADOCMS
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RM_Commission_History
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SVRMA305
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RM_Applied_History
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SVRMA302
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RM_Tax_History
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SVRMA306
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RM_History
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SVRMA111
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RM_Customer_MSTR
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SVRMA101
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RM_Distribution_History
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SVRMA301
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RM_Customer_MSTR_Addr
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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.
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RM_Commission_History
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RM30501
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RM_Applied_History
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RM30201
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RM_Tax_History
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RM30601
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RM_History
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RM30101
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RM_Customer_MSTR
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RM00101
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RM_Distribution_History
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RM30301
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RM_Customer_MSTR_Addr
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RM00102
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WennSoft no longer recommends users run the Archive Data Utility due to the potential for data damaging issues.