Clean up old records in SBO database

[Former Member]

We started in 2005 with SBO, and we create about 30000 sales quotations, 15000 Sales orders, 20000 deliveries each year. Is there a possibility to clean up these files till a certain date.

Thx

[K_Pauquet · Accepted solution]

Hi Andre,

as said above, there is no archiving function in SAP Business One as yet.

Customers using the Dutch or Israeli localisation may use the Year Transfer utility to create a new database when required. As a workaround, users of other localisations may use Copy Express to create a new database with tidied up master data. No documents can be transferred using the add-on, but DTW can bring those in.

You could hence create a new database with uncluttered master data, all settings, pld templates, user queries etc & then decide which documents you need to import using DTW & then also decide in conjunction with the accountant which journals must szeparately be transferred & which openening balances to use.

All the best,

Kerstin

[Former Member]

There is no possibility of 'Archiving' in current versions of SAP B1.

But this functionality is there in the RoadMap of B1 for the future releases