Understanding Archiving in PeopleSoft Expenses

For organizations where transactional volumes are large, retaining historical data on Oracle's PeopleSoft transactional tables can become a burden when the volumes of data reduce processing speed and efficiency in reporting or inquiring on information. To reduce this burden, you can schedule processes to archive and purge historical or obsolete data. PeopleSoft Expenses enables you to archive inactive data on the transaction tables to history tables. If you need to access the data later, you can restore it.

Oracle's PeopleSoft strongly recommends that you consider transaction relationships when you develop an archiving plan. For example:

• If you archive time reports and time adjustments through December 31, 2005, time adjustments made in 2006 will not list prior versions from the previous year.

• If you archive and purge approval history information up through the beginning of the current year, but keep expense reports in the transaction tables for the previous two years, the expense reports that refer to the purged approval history will not reflect the proper information.

• When archiving expense reports, archive related documents such as cash advances and travel authorizations first.

  If you don’t archive related documents first, orphan cash advances or travel authorizations may exist.