Archive Transaction Types

Location: Archive > Archive Transaction Types

Material created in other systems (for example the Balance Sheet, Income Statement, etc.) can be archived in the application. A separate transaction type is created for each archivable material in the Archive Transaction Types screen. A source directory, from which the material is read, is defined for the material.

Note: The application's internal transactions as well as materials archived from Basware Banking are not set up with transaction types; these are archived automatically.

Since the archived files are identified according to their source directories, the archivable files must be processed in their own directories. The file specific directories must be sub directories of the source directory defined in archive settings.

The company, organization units and other search key values can be recognized from the archived directories name or from the XML file contents.

Archivable files may include:

XML files. Instructions for setting up transaction types can be found in Archival of XML Material.
XML files that are linked to one or more attachment files. Attachments may be PDF, HTML, or TXT files. Archival of other file types is also possible. In this case, a program suitable for viewing them must be installed on the workstation. For example, a suitable word processing software or other software is required for .doc or .docx files. Instructions for setting up transaction types can be found in Archiving Other Materials with an XML-file.
Other archived files. Instructions for setting up transaction types can be found in Archival of Other Material.

XML formatted files are formatted for viewing with the help of XSLT style files. An HTML file is automatically generated from the file as the transaction's attachment.

Other files archived by the application can be of many different file types. However, it is advisable to only use the most common file types, so that browsers available in the years to come are still able to open the archived files. The preferred format is PDF.