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.
Note: Back up all data before running this utility.
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- 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.
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Service Calls |
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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 |
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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 |
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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 |
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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 |
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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 |
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WennSoft no longer recommends users run the Archive Data Utility due to the potential for data damaging issues.