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Archiving Tools and Add-Ons


The following archive solutions were developed with the objective to fit into the existing Baan
archiving concept, and to avoid customizations of standard Baan archiving sessions. Archive 
sessions are frequently updated with new patches by Baan and customizations should be 
avoided. 

Sessions are offered at fixed prices. Pricing Info

Preparation and Planning

o  Archive Planner

This is a tool for data assessment, planning of archive procedures and checking archived data.  
Please click here for more information
.

Purchase

o   Archive Purchase Order Data (Baan 5)

In Baan 5 it is only possible to archive purchase order data related to PCS-projects. 
This session will archive the purchase order data for standard purchase orders (includes related 
data - like receipts).


o   
Archive Purchase Requisitions (Baan 5)

In Baan standard it is currently not possible to archive purchase requisitions. Purchase requisitions 
can only be deleted. This session archives the purchase requisitions.

o   Archive Purchase Requisition History (Baan 5)

In Baan standard it is currently not possible to archive purchase requisition history. Purchase 
requisition history can only be deleted. This session archives the purchase requisition history.

Sales

o  Archive Sales Order Data  (Baan 5)

In other Baan 5 it is only possible to archive sales order data related to PCS-projects. 
This session will archive the sales order data for standard sales orders (includes related data - 
like deliveries).

Service

o      Archive Service Orders and Service Order History (Baan 5)

In Baan standard it is not possible to archive service orders and the service order history. 
Only functionality for deleting this data is available. This session will archive service orders and 
service order history (incl. related costing data).

Other helpful sessions

o       Utility session to generate batch jobs (Baan 4, Baan 5)

This session generates Baan batch jobs by reading job variable data for Baan standard sessions 
from a file. 

Usually archive companies are defined by year (please see FAQ). In Baan standard, it's not always 
possible to archive and delete data by date. 

For example, PCS budget numbers can only be archived by budget number range. This session
will read the budget numbers from a file and create a batch job with the standard Baan session. 
This eliminates the need to enter the numbers manually and helps solving many problems without 
customizations.

The session is also useful for other purposes than archiving. It works with most of the standard
Baan sessions in Baan 4 and Baan 5.

o       Utility session to check for duplicate records in the archive and production company (Baan 4)

This session produces a report of records, which exists in both companies – the archive company 
and the production company. 

This is useful if archive companies are not set up by year and numbers have been reused in the 
production company. If for example a sales order with a reused number is archived into the same 
archive company as the previous sales order with the same number, then the new record will 
overwrite the old record. 

This session can be used to make sure that data that will be archived doesn't overwrite previously
archived data. 

o       Utility sessions to check for obsolete items (Baan 4)

Many companies want to clean up obsolete master data after archiving is done. After dynamic data 
(orders, order history) has been archived and removed from the original company, it is possible to 
delete old items, customers, suppliers, etc. This session produces a report and/or a sequential file 
with the items that are not used any longer and could be deleted.  The sequential file can be 
reviewed/corrected and than be fed to the  batch job generator utility described above. 
The utility session will  build a batch job for the session “Delete items” (tiitm0203m000).

Similar sessions, to identify master data ready for deletion, can be developed easily.


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