Mass Archive Process

Modules > Advanced Recurring Contract Billing > Periodic tasks > Mass archive process

Use this page to archive multiple billing schedules. Only terminated billing schedules can be archived. After a billing schedule has been archived, the following occurs: 

• their status changes to Archived
• the billing schedules are permanently locked
• the billing schedule lines are not available in the inquiry forms

Note: Archiving a billing schedule is a permanent action and cannot be reversed.

Archive Schedules

To archive billing schedules, follow these steps: 

1. Specify the Billing end date.
2. If you want to further restrict the records that appear in the line grid, choose Select to add other criteria to restrict the records.
3. Select any records that you do not want to archive, and select Remove.
4. Select OK.

Tip: To archive single billing schedule, use the Billing Schedules page.

Fields

This page contains the following fields: 

Field	Description
Billing end date	Specify the billing end date. Optional. Only billing schedules that have been terminated appear in the line grid. To see all terminated billing schedules, leave this date empty.
Line Grid
Schedule number	Displays the billing schedule number. Read-only.
Description	Displays a description of the billing schedule. Read-only.
Customer account	Displays the customer account ID or number. Read-only.
Customer name	Displays the customer name. Read-only.
End user account	Displays the end user account ID or number. Read-only.
End user name	Displays the end user name. Read-only.
Start date	Displays the start date of the billing schedule. Read-only.
End date	Displays the end date of the billing schedule. Read-only.

Buttons

This page contains the following buttons: 

Button	Description
Select	Opens the query dialog where you add more filters to retrieve only the records that you want to process.
Remove (Line Grid)	Removes the selected rows.
OK	Archives all the records in the grid. When you select this button, you are asked to confirm that you want to archive the billing schedules. This button is not available when any of the lines in the line grid are selected.
Cancel	Cancels the process, and closes the page.
Batch	Opens the page for batch processing. Batch processing is a standard Microsoft Dynamics 365 for Finance and Operations feature. For more information, see Batch processing overview.