Docstoc

Best Prctices

Document Sample
Best Prctices Powered By Docstoc
					                                                                                                      General information




                                     Best Practices "Data Archiving"

 This "best practices" guide is the result of a workshop jointly held on July 15, 2008 in Walldorf by the DSAG workgroups
 "Globalisierung" (Globalization) and "Datenarchivierung und ILM" (Data Archiving and ILM).
 Thanks to everyone for your input, work, and inspiration!

 The purpose of this guide is merely to give you some ideas and recommendations for retention periods and residence times for your
 archiving projects.
 Please note that the accuracy and completeness of the information and recommendations contained herein is beyond our responsibility.

 Before starting a data archiving project it is your responsibility to check that the retention periods and the storage scenarios comply
 with your local laws.

 This document is a 'living' document and can be changed/adopted. You are wellcome to give us your input to update this document.
 Please send your comments, enhancements to Bernd Reichel, who will collect your inputs: bernd.reichel@hornbach.com

 Walldorf, December 2008

 Frank Schellenberger, AG Architecture within AK Globalization
 Pier-Francesco Cantatore, AG Datenarchivierung und ILM




              History
    Version            Date
 0.01            Jul. 15, 2008
 1.00            Aug. 14, 2008




 This publication is protected by copyright. Unless otherwise explicitly specified, all rights are reserved by
 DEUTSCHSPRACHIGE SAP-ANWENDERGRUPPE e.V.
 Altrottstrasse 34 a
 69190 Walldorf
 Deutschland
 Unauthorised use is not permitted. This applies in particular to copying, distribution, translation or the use in electronic systems / digital media.




file: DSAG_Best_Practices_Data_Archiving_V100                                                                    Page 1 from 7                           11.12.2008
                                                                                   Overview
                                                                          Retention time - legal view -


                                                                                              recommandation for
    Archiving Object         Descrition                                     Country                              Memo
                                                                                              retention time
                                                                                              "long straw" -
    BC_DBLOGS                Customizing table changes                      Best Practice     highest retention   It is not possible to split the DBLOGS by countries/companies
                                                                                              time
                                                                                              "long straw" -
    BC_SBAL                  Application Log                                Best Practice     highest retention   The application log can be reorganized, in case of archiving take "long straw"
                                                                                              time
    CHANGEDOCU               Change documents                               Best Practice     no recommendation   No recommendation possible due to lack of feedback
    CO_CCMAST                - obsolet - Cost center master data                              see CO_ITEM
    CO_CCTR_EP               - obsolet - Cost center document data                            see CO_ITEM
    CO_COPC                  Product costing data                           Best   Practice   country specific
    CO_ITEM                  CO line items                                  Best   Practice   country specific
    CO_ML_BEL                Material ledger documents                      Best   Practice   no recommendation   No recommendation possible due to lack of feedback
    CO_ML_DAT                Material ledger data                           Best   Practice   no recommendation   No recommendation possible due to lack of feedback
    CO_ML_IDX                Material ledger index data                     Best   Practice   country specific
    CO_ORDER                 CO order                                       Best   Practice   no recommendation   No recommendation possible due to lack of feedback
    CO_TOTAL                 CO total records                               Best   Practice   country specific
    COPA1_XXXX               COPA costing based operating concern           Best   Practice   country specific    As of SAP ERP 6.0, the archiving object is COPAA_XXXX
    COPA2_XXXX               COPA account based operating concern           Best   Practice   country specific    As of SAP ERP 6.0, the archiving object is COPAB_XXXX
    COPAA_XXXX               COPA costing based operating concern           Best   Practice   country specific    for releases < ECC 60, the archiving object is COPA1_XXXX
    COPAB_XXXX               COPA account based operating concern           Best   Practice   country specific    for releases < ECC 60, the archiving object is COPA2_XXXX
    EC_PCA_ITM               PCA current and plan line items                Best   Practice   country specific
    EC_PCA_SUM               PCA current and plan total records             Best   Practice   country specific
    FI_DOCUMNT               Financial accounting documents                 Best   Practice   country specific
    FI_MONTHLY               Sales figures A/P, A/R, G/L                    Best   Practice   country specific
    FI_SL_DATA               Totals and line items in FI-SL                 Best   Practice   country specific    Recommendation depends on usage and country-specific reasons
    IDOC                     Idoc - Intermediate Documents (interfaces)     Best   Practice   depends on usage    The retention period depends on "leading" (superordinate) business document
    LE_HU                    Handling Units                                 Best   Practice   depends on usage

                                                                                                                  Recommendation depends on usage and country-specific reasons
    MM_ACCTIT                MM accounting interface posting data           Best Practice     country specific
                                                                                                                  The creation of the data can be prevented, see Data Management Guide

    MM_EBAN                  Purchase Requisitions                          Best Practice     country specific
    MM_EINA                  Purchasing Info Records                        Best Practice     country specific
    MM_EKKO                  Purchasing documents                           Best Practice     country specific
                                                                                                                  No recommendation possible due to lack of feedback, but the retention period of
    MM_INVBEL                                                               Best Practice     no recommendation
                             Materials management: Inventory documents                                            MM_MATBEL or FI_DOCUMNT can be a base to find a retention period
    MM_MATBEL                Materials management: Material documents       Best Practice     country specific
                                                                                                                Another rule for determining the retention period can be based on the retention period
    MM_REBEL                 Materials management: Invoice documents        Best Practice     country specific
                                                                                                                of FI_DOCUMNT
    PCA_OBJECT               obsolet                                        Best Practice     no recommendation No recommendation possible due to lack of feedback




file: DSAG_Best_Practices_Data_Archiving_V100\Retention Periods                           Page 2 from 7                                                                                            11.12.2008
                                                                                             Overview
                                                                                    Retention time - legal view -


                                                                                                        recommandation for
    Archiving Object         Descrition                                               Country                              Memo
                                                                                                        retention time

    PM_ORDER                 Service- and maintenance orders                          Best Practice     country specific    Recommendation depends on usage (e.g. product liability) and country-specific reasons

    PP_BKFLUSH               Document log                                             Best Practice     country specific
    PP_ORDER                 Production order                                         Best Practice     country specific    Recommendation depends on usage (e.g. product liability) and country-specific reasons

                                                                                                                            Recommendation depends on usage (e.g. product liability) and country-specific
    PS_PROJECT               Project system: operative structures                     Best Practice     country specific
                                                                                                                            reasons, the average retention period can be 10 years
    QM_CONTROL               QM inspection transaction data                           Best Practice     no recommendation No recommendation possible due to lack of feedback
    QM_QMEL                  Quality notification                                     Best Practice     country specific    Recommendation depends on usage (e.g. product liability) and country-specific reasons
    RL_LUBU                  MM-WM posting change notices                             Best   Practice   country specific
    RL_TA                    MM-WM: Warehouse management: Transfer orders             Best   Practice   country specific
    RL_TB                    MM-WM: Warehouse management: Transfer requirements       Best   Practice   country specific
    RV_LIKP                  Deliveries                                               Best   Practice   country specific
    SD_VBAK                  Sales documents                                          Best   Practice   country specific
    SD_VBRK                  Billing documents                                        Best   Practice   country specific
    SD_VTTK                  SD Transport                                             Best   Practice   country specific
    US_AUTH                  User master change documents: Authorization              Best   Practice   country specific
    WORKITEM                 WORK items from the Workflow system                      Best   Practice   country specific    Recommendation depends on usage (scenario) and country-specific reasons
    MM_MATBEL_POS            Material documents - Retail - POS                        Best   Practice   no recommendation   No recommendation possible due to lack of feedback
    FT_VEIAV                 Intrastat documents                                      Best   Practice   no recommendation   No recommendation possible due to lack of feedback
    FT_VEXAV                 Extrastat documents                                      Best   Practice   no recommendation   No recommendation possible due to lack of feedback
    US_PASS                  Change documents: User (other data)                      Best   Practice   no recommendation   No recommendation possible due to lack of feedback
    US_USER                  User master change documents: User authorizations        Best   Practice   no recommendation   No recommendation possible due to lack of feedback
    US_PROF                  User master change documents: authorization profiles     Best   Practice   no recommendation   No recommendation possible due to lack of feedback
    AM_ASSET                 Assets - master data, values and movements               Best   Practice   no recommendation   No recommendation possible due to lack of feedback




file: DSAG_Best_Practices_Data_Archiving_V100\Retention Periods                                     Page 3 from 7                                                                                           11.12.2008
                                                                                                   Overview
                                                                                             online residence time

                                                                                                 recommandation for
 Archiving Object         Descrition                                           Country                                      Memo
                                                                                                 online residence time
                                                                                                 3 to 6 month for all
 BC_DBLOGS                Customizing table changes                            Best Practice                                For development systems residence times are longer or undefined, with SCU1 display possible
                                                                                                 countries
                                                                                                 3 to 6 month for all
 BC_SBAL                  Application Log                                      Best Practice                                With SLG1 display possible
                                                                                                 countries
                                                                                                                            Access to archived data is limited, only with the latest releases possible, but third party product
 CHANGEDOCU               Change documents                                     Best Practice     12 to 48 month
                                                                                                                            available
 CO_CCMAST                - obsolet - Cost center master data                                    15 month                   see CO_ITEM
 CO_CCTR_EP               - obsolet - Cost center document data                                  24 month                   see CO_ITEM
 CO_COPC                  Product costing data                                 Best   Practice   12 to 24 month             Depends on industry
 CO_COSTCTR               Cost Center - all data                               Best   Practice   no recommendation
 CO_ITEM                  CO line items                                        Best   Practice   12 to 24 month             Archiving "in the course of a year" possible
 CO_ML_BEL                Material ledger documents                            Best   Practice   3 to 15 month              Access to archived data is limited
 CO_ML_DAT                Material ledger data                                 Best   Practice   no recommendation
 CO_ML_IDX                Material ledger index data                           Best   Practice   12 to 24 month
 CO_ORDER                 CO order                                             Best   Practice   no recommendation
 CO_TOTAL                 CO total records                                     Best   Practice   12 to 24 month
 COPA1_XXXX               COPA costing based operating concern                 Best   Practice   15 to 24 month             As of SAP ERP 6.0 COPAA_XXXX, archiving "in the course of a year" possible
 COPA2_XXXX               COPA account based operating concern                 Best   Practice   24 month                   As of SAP ERP 6.0 COPAB_XXXX
 COPAA_XXXX               COPA costing based operating concern                 Best   Practice   15 to 24 month             for releases < ECC 60, the archiving object is COPA1_XXXX
 COPAB_XXXX               COPA account based operating concern                 Best   Practice   24 month                   for releases < ECC 60, the archiving object is COPA2_XXXX
 EC_PCA_ITM               PCA current and plan line items                      Best   Practice   3 to 24 month              Depends on the business
 EC_PCA_SUM               PCA current and plan total records                   Best   Practice   24 month
 FI_DOCUMNT               Financial accounting documents                       Best   Practice   15 month                   Before archiving, extract the data with DART
                                                                                                 only archive, if data no
 FI_MONTHLY               Sales figures A/P, A/R, G/L                          Best Practice
                                                                                                 longer used
 FI_SL_DATA               Totals and line items in FI-SL                       Best   Practice   15 month
 IDOC                     IDoc - Intermediate Documents (interfaces)           Best   Practice   15 days to 24 month        Depends on IDoc type
 LE_HU                    Handling Units                                       Best   Practice   12 to 24 month
 MM_ACCTIT                MM accounting interface posting data                 Best   Practice   3 month                    the creation of the data can be blocked, see data management guide
 MM_EBAN                  Purchase Requisitions                                Best   Practice   6 to 12 month
 MM_EINA                  Purchasing Info Records                              Best   Practice   12 to 24 month
 MM_EKKO                  Purchasing documents                                 Best   Practice   12 to 24 month
 MM_INVBEL                Materials management: Inventory documents            Best   Practice   no recommendation
 MM_MATBEL                Materials management: Material documents             Best   Practice   12 to 24 month
 MM_REBEL                 Materials management: Invoice documents              Best   Practice   15 to 24 month
 PCA_OBJECT               obsolete                                             Best   Practice   no recommendation
 PM_ORDER                 Service- and maintenance orders                      Best   Practice   12 to 24 month
 PP_BKFLUSH               Document log                                         Best   Practice   6 to 24 month
 PP_ORDER                 Production order                                     Best   Practice   12 to 24 month
 PS_PROJECT               Project system: operative structures                 Best   Practice   24 to 36 month
 QM_CONTROL               QM inspection transaction data                       Best   Practice   no recommendation
 QM_QMEL                  Quality notification                                 Best   Practice   24 to 36 month
 RL_LUBU                  MM-WM posting change notices                         Best   Practice   no recommendation
 RL_TA                    MM-WM: Warehouse management: Transfer orders         Best   Practice   6 to 12 month
 RL_TB                    MM-WM: Warehouse management: Transfer requirements   Best   Practice   6 to 12 month




file: DSAG_Best_Practices_Data_Archiving_V100\Residence Times                                            Page 4 to 7                                                                                                        11.12.2008
                                                                                                     Overview
                                                                                               online residence time

                                                                                                   recommandation for
 Archiving Object         Descrition                                             Country                                   Memo
                                                                                                   online residence time
 RV_LIKP                  Deliveries                                             Best   Practice   6 to 12 month           Depends on data quantity, before archiving extract the data with DART
 SD_VBAK                  Sales documents                                        Best   Practice   6 to 15 month           Depends on document type, before archiving extract the data with DART
 SD_VBRK                  Billing documents                                      Best   Practice   12 to 24 month          before archiving extract the data with DART
 SD_VTTK                  SD Transport                                           Best   Practice   6 to 12 month
 SD_COND                  SD Conditions                                          Best   Practice   no recommendation
 US_AUTH                  User master change documents: Authorization            Best   Practice   no recommendation
 WORKITEM                 WORK items from the Workflow system                    Best   Practice   3 to 18 month           Depends on workitem type
 MM_MATBEL_POS            Material documents - Retail - POS                      Best   Practice   no recommendation
 MM_MATNR                 Material Master                                        Best   Practice   no recommendation
 MM_HDEL                  Historic data                                          Best   Practice   no recommendation
 FT_VEIAV                 Intrastat documents                                    Best   Practice   no recommendation
 FT_VEXAV                 Extrastat documents                                    Best   Practice   no recommendation
 US_PASS                  Change documents: User (other data)                    Best   Practice   no recommendation
 US_USER                  User master change documents: User authorizations      Best   Practice   no recommendation
 US_PROF                  User master change documents: authorization profiles   Best   Practice   no recommendation
 AM_ASSET                 Assets - master data, values and movements             Best   Practice   no recommendation




file: DSAG_Best_Practices_Data_Archiving_V100\Residence Times                                              Page 5 to 7                                                                             11.12.2008
                                    Country specific informations


                                   "Normal" retention time for FI-Documents


 Country         Description              Retention time       Additional Informations

 AT              Austria                                   7
 BE              Belgium
 BR              Brazil
 CH              Swiss                                 10
 CN              China
 CZ              Czechia
 DE              Germany                               10 DART usage for GDPdU
 DK              Denmark
 ES              Spain
 FR              France
 GB              Great Britain
 HU              Hungary
 IRL             Irland
 IT              Italy
 JP              Japan
 LU              Luxemburg                             10
 MX              Mexico
 NL              Netherland                                7
 PL              Poland
 PT              Portugal
 RO              Romania                        10 and 50
 SE              Sweden                                10
 SK              Slowakia                               5
 SN              Senegal
 TR              Turkey
 US              USA                                   15




file: DSAG_Best_Practices_Data_Archiving_V100         Page 6 from 7                      11.12.2008
                                                 Important Link



  Country         Description                                        Link

  Germany         German Treasury department                         www.bundesfinanzministerium.de
  Germany         Side from AUDICON                                  www.gdpdu.com
  Germany         Portal with informations about GDPdU               www.gdpdu-portal.com
  Germany         Portal with informations about GDPdU               www.elektronische-steuerpruefung.de
  Austria         Austria Treasury department                        www.bmf.gv.at/
  Swiss           Swiss Treasury department                          www.admin.ch/ch/d/sr/c641_201_1.html
  Netherland      Netherland Treasury department                     www.belastingdienst.nl/
  USA             US IRS (Treasury department)                       www.irs.gov/




file: DSAG_Best_Practices_Data_Archiving_V100            Page 7 from 7                                      11.12.2008

				
DOCUMENT INFO
Shared By:
Tags:
Stats:
views:37
posted:1/2/2013
language:
pages:7