Why didn’t my receivables management or payable management document archive?

Symptoms

After completing an archive of the receivable management and the payable management module, a document you expected to archive did not archive.

Reasons

The following are the possible reasons why this error populated:

• The Document date or GL posting Date is after the Cutoff date

• Other documents (i.e. payment, invoices, credit memo, debit memo) which are part of the apply chain the unarchived document pertains to, are not fully applied.

How can I find out the reasons pertaining to the unarchived document?

For both the RM and PM, when archiving these modules, CDA will generate a report including the documents that did not archive and the reason why they did not archive. To find out which document(s) is holding up the process, CDA offers an inquiry window: the Archive Document Status Window for tracking down why a document did not archive.

To access this window, in the live company, go to the appropriate RM or PM document inquiry window (i.e Inquiry & Sales Transaction by Document), and select the document in question.

Under the Additional menu, Click on ”Will Document Archive”? This feature will open up the archive document status window, which will indicate why your document did not archive. 

An example of this process is shown on the following print screen I listed below.

Print Screen I

Print Screen II