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Archive Process and Rules - WebTMA 7

This article explains what happens to connected records when certain transactions are archived. When you archive each transaction type, the WebTMA archival procedure follows certain rules to handle connected records.

When you archive certain types of records, such as Projects, the following symbols represent possible actions to the connected records such as Project Requisition, Estimate, Purchase Requisition, Event, etc.:

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Example of a Project archival:

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Archival Workflow

When records are no longer relevant for daily use, clients can archive them by selecting the archive criteria and clicking the Archive link on the Action Menu from Admin > Archive & Purge.

Rules for Archival Workflow

During the archive process, WebTMA follows these rules in the sequence listed below:

 

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