Archive Query

Archive query definitions define the selection criteria to archive data from ledger and journal tables. Data Archive Manager uses PeopleSoft Query to define selection criteria and prompts for the base table for the base archive object. For example, you might choose to archive all rows in the LEDGER table where the business unit is FRA01.

Archive queries are defined only for base tables because nonbase tables are archived based on the archived data of the related base table. Refer to Archive Object topic in this topic and to PeopleTools documentation for information on base and nonbase tables as they apply to archiving.

See PeopleTools documentation: Data Management, "Using PeopleSoft Data Archive Manager," Managing Archive Objects.

Many possible permutations of prompt and inclusion or exclusion logic exist. Always modify these queries or create new archive queries using the information provided in PeopleTools documentation.

Note:

Use the delivered queries as examples and modify them according to your corporate archive strategy. Evaluate and modify the queries, archive templates, preprocess and postprocess as a whole.

The following archive query definitions are delivered as sample system data:

Query Name	Description of Prompt and Exclusion Logic
GL_ARCH_JRNL	The query has these prompts: Business Unit From Business Unit To Ledger Group Archive Date Option (Current, Process, and As of Date) As of Date Retention days Archive Begin Date
GL_ARCH_LEDGER	The query has these prompts: Business Unit From Business Unit To Ledger Fiscal Year Accounting Period To Include Closing Adjustments (Yes or No) Adjustment Period From Adjustment Period To
GL_ARCH_LED_ADB	The query has the same prompt as the above.
GL_ARCH_LED_ADB_MTD	The query has the same prompt as the above.
GL_ARCH_LED_ADB_QTD	The query has the same prompt as the above.
GL_ARCH_LED_ADB_YTD	The query has the same prompt as the above.

Journal Archive Query Parameter Descriptions

This table provides additional information about journal archive query parameters:

Journal Query Parameter	Description
Business Unit To and Business Unit From	Specifies the from and to anchor business units of the journals you want to archive. The anchor business unit is the business unit that is on the journal entry header page.
Ledger Group	This is the Ledger Group of the journals to be archived.
Archive Date Option	Use this option to determine the Archive To Date, which can be: Current Date: This is the process running date, or today's date. Process Date: This is the Process Date defined on the GL Business Unit definition. As of Date: This is the date specified in the As Of Date prompt.
As Of Date	Use this date as the Archive To Date if the archive date option you selected is As of Date.
Retention Days	If non-zero, this number of days is subtracted from the Archive To Date that you previously determined.
Archive Begin Date	This is optional. If you leave it blank, the preprocessor populates with the first date in the same fiscal year of the Archive To Date you previously determined.

Ledger Archive Query Parameter Descriptions

This table provides additional information about ledger archive query parameters:

Ledger Query Parameter	Description
Business Unit To and Business Unit From	Specify the from and to business units of the ledger to be archived.
Ledger	Specifies the name of the ledger to be archived.
Fiscal Year	Specifies the fiscal year of the ledger to be archived.
Accounting Period To	Ledger Archive will archive from Period 0 to the Accounting Period To that you specify.
Include Closing Adjustment	Select to included closing adjustment period 999 in the ledger archive.
Adjustment Period From and Adjustment Period To	If both of these are non-zero, the system includes the specified range of adjustment periods in the ledger archive process.