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Archiving Transactions

OVERVIEW

Implementations with large numbers of Transactions may choose to allow the site’s superuser to archive Transactions. When Transaction archiving is enabled, the superuser can select Transactions for archiving (deletion). This differs from sending a Transaction to the Trash folder in the Transaction Manager, where the Transaction can be viewed and restored after being trashed—archiving a Transaction, and then a subsequent archive cleanup, completely wipes the Transaction from the server so that it can never be accessed again and there is no record of the Transaction.

If a company has a large amount of Transactions that were never finalized, never turned into revenue, and will not be modified going forward, it may choose to archive these Transactions to reduce clutter and server storage.

Only the superuser can archive Transactions, and archiving Transactions can only be done in a Transaction Manager View other than the default view. Additionally, an internal property must be enabled for Transactions to be archived. By default this property is turned off. To enable this property, open a ticket on My Oracle Support and request for Commerce Transaction archiving to be enabled.

Archive Cleanup

Transactions that are archived will not immediately be wiped from the server. While the Transaction cannot be retrieved or unarchived by the admin (a ticket must be submitted on My Oracle Support to unarchive a Transaction), it will not be cleaned-up and erased forever until a certain number of days, set by an internal Archive Expiration Days property, have passed.

The default setting for cleaning up archived Transactions is 30 days after the Transaction was archived. To change the number of days in this setting, open a ticket on My Oracle Support.

ADMINISTRATION

ClosedArchiving a Commerce Transaction

When Transaction archiving is enabled, the superuser can archive Transactions through the Transaction Manager:

  1. Log in to CPQ Cloud as the superuser.
  2. Open the Transaction Manager (steps to open the Transaction Manager will differ based on the implementation).
  3. In the Views drop-down, select a View other than the default View.

    You may need to create a View in order to access the Transactions that need archiving. For more information on creating Transaction Manager Views, see Transaction Manager.

  4. Click Run View to open the View.

  5. Select one or more Transactions’ checkboxes in the Select column.
  6. Click Archive.
  7. Click OK in the dialog box asking if you are sure you want to archive the Transaction(s).

    The Transaction(s) is/are now archived and will be cleaned up from the server after the amount of days specified in the Archive Expiration Days property.


NOTES

Transactions can only be unarchived by submitting a ticket on My Oracle Support. After a Transaction is archived, it can no longer be accessed from within the CPQ Cloud admin interface, and all record of it will eventually be erased from the server. Archive Transactions with caution.

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