Hi there,

 We're running AREV 3.1 and would like to archive some old portfolios that have matured already. Does anyone have an idea on what the steps are to do this task?

 I appreciate any help.

 Daniel.

Daniel ..

It depends on how the data is stored. Typically, I do the following (generally)

1. Create a table or tables to hold the data. For our accounting software we make:

AR_ARCHIVE_year  ;* 2000 or whatever

AP_ARCHIVE_year

CASH_ARCHIVE_year

CHECKS_ARCHIVE_year

*

We have a batch procedure that selects qualifying records from each of the above "live" tables (AR, AP, CASH, CHECKS) and copies them into the above archive files. When the copy is complete, the source records are deleted. We have a reporting option that will use the above archive files as follows:

LIST AR_ARCHIVE_year USING AR ..display field list.. (PE) if you want to print or (T) to the display (the G-Items in the dictionary prompt for this with ?(PRINTER OR TERMINAL)?.

This is a skeleton of what we do. The whole batch process is run from a menu option under Archive Files. We prompt for the start and end dates and the Year option to store the data in.

Hope it's useful.

Don Miller

C3 Inc.

In addition to what Dan mentioned, I have set up an end of year procedure to make a new account, e.g. ARCH2000, for year 2000. Then I would copy the tables to the new account (subdirectory) for two reasons. First you can the backup the archived subdirectory rather than searching through the REV files for those tables in the main Account. Secondly, you can then set up procedures to open an archived year to view any records.

My Accounting Directory, thus looks like

AREV30

Account

  Arc_1998

  Arc_1999

  Arc_2000

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