Archiving Data

This topic provides overviews of the archive process flow and of history tables, and lists the pages used to archive data.

Page Name

Definition Name

Usage

Archive Data to History Page

PSARCHRUNCNTL

Select an archive template and query, and select the action you want to take in the archiving process.

See Understanding the Archive Process Flow.

See the product documentation for PeopleTools: Data Management for more information.

Define Query Bind Variables Page

PSARCHRUNQRYBND

Click Define Binds on the Archive Data to History page. Then enter the date used to select the transactions to archive by clicking the Reset Query Bind Variables button.

See Understanding the Archive Process Flow.

See the product documentation for PeopleTools: Data Management for more information.

Audit Archiving Page

PSARCHIVEAUDIT

View the number of rows selected to be archived for each table for a specific archive run.

Click Define Binds on the Archive Data to History page. Then enter the date used to select the transactions to archive by clicking the Reset Query Bind Variables button.

See Understanding the Archive Process Flow.

See the product documentation for PeopleTools: Data Management for more information.

Use the Data Archive Manager to archive transactions. You use the same run control page for each step in the process except for auditing the archive selection and generating archive candidate reports.

Navigation:

PeopleTools > Data Archive Manager > Archive Data to History

Perform these tasks to archive data:

  1. Archive transaction data to the history tables by selecting the archive template and query for the data type that you want to archive on the Archive Data to History page (PSARCHRUNCNTL).

    Also, enter the archive date (or statement ID for the statement archive process) used to select the transactions by clicking Reset Query Bind Variables on the Define Query Bind Variables page (PSARCHRUNQRYBND).

    This table shows what the system compares the archive date to for the different data types:

    Data Type

    Archive Date

    Pending item data

    Accounting date for the pending item group.

    Payment data

    Accounting date for the deposit.

    Posted item data

    Accounting date for the item.

    Direct debit data

    Cash posting date or cancellation posting date for the direct debit.

    Action list data

    Date that the action was added.

    Statement data

    Statement ID for the statement.

    Note: You can run the process multiple times to create various what-if scenarios based on the archive date.

  2. (Optional) Review the number of rows that were selected for archiving for each table on the Audit Archiving page (PSARCHIVEAUDIT) (PeopleTools > Data Archive Manager > Audit Archiving).

    This page lists the number of rows that were selected for archiving for each archive ID (template), archive batch number, and table combination.

    Note: This page displays data only if you selected the Audit Row Count check box on the Archive Data to History page.

  3. (Optional) Run the archive candidate reports delivered with PeopleSoft Receivables to see a list of the transactions that were selected in the transaction tables and copied to the history tables.

  4. Delete the data from the transaction tables for a specific archive ID (template) and batch number on the Archive Data to History page.

  5. (Optional) Roll back the transaction data from the history tables for a specific archive ID (template) and batch number on the Archive Data to History page if you deleted the transaction data in error.

  6. Remove the transaction data from the history tables for a specific archive ID (template) and batch number on the Archive Data to History page.

PeopleSoft Receivables updates these history tables when you run the selection process:

Data to Archive

History Tables

Pending item data

  • PS_AR_GROUP_CNTL_H

  • PS_AR_PEND_ITM_H

  • PS_AR_PEND_DST_H

  • PS_AR_PEND_VAT_H

  • PS_AR_PEND_TAX_H

  • PS_AR_PEND_TX_DT_H

  • PS_AR_PEND_IT_MR_H

Payment data

  • PS_AR_DEP_CONTRL_H

  • PS_AR_PAYMENT_H

  • PS_AR_PAY_ITEM_H

  • PS_AR_PAY_ID_CUS_H

  • PS_AR_PAY_ID_ITM_H

  • PS_AR_PAY_IT_MRL_H

  • PS_AR_PAY_MIS_DS_H

  • PS_AR_EE_DJR_ACT_H

Posted item data

  • PS_AR_ITEM_H

  • PS_AR_ITEM_DST_H

  • PS_AR_ITM_ACTVTY_H

  • PS_AR_ITM_ACTVAT_H

  • PS_AR_ITM_ACTTAX_H

  • PS_AR_ITMACTXDT_H

  • PS_AR_ITEM_AUDIT_H

  • PS_AR_IPAC_HDR_H

  • PS_AR_IPAC_SGL_H

  • PS_AR_IPAC_DET_H

  • PS_AR_CCTRN_HDR_H

  • PS_AR_CCTRN_TBL_H

  • PS_AR_EE_ITACLN_H

Direct debit data

  • PS_AR_DD_CONTROL_H

  • PS_AR_DD_ITEM_H

  • PS_AR_DD_ITM_MRL_H

Action list data

PS_AR_ACTION_LST_H

Statement data

  • PS_AR_STMT_CUST_H

  • PS_AR_STMT_CUSDT_H

  • PS_AR_STMT_CUSBD_H

  • PS_AR_STMT_CUS_H

The data in these tables is keyed by the archive ID (template) and batch number for each archive run. If you want to see all transactions that are selected to archive, you can run a query on the history tables or you can run one of the PeopleSoft Receivables archive candidate reports.

You may not want to delete data from the history tables each time that you select and delete data from the transaction tables. This way, the data will be available for a period of time to enable you to restore the data into the transaction tables. Oracle suggests that you create a schedule for deleting data from the history tables. Before you delete data from the history tables, you should use a database utility to copy the contents to a flat file.

Important! If you decide to run the archive selection process again because you did not select the correct data, you must first use the Data Archive Manager option to remove the data from the history tables.