How do I archive my Property Management data? (removing data)
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If your archive plan is to remove properties you no longer manage, but you want to have access to the historical information, Sage Expert Services (SES) can perform a data split to move the properties to another company folder. Complete the attached Key Change form and contact SES. See Sage Expert Services available for Sage 300 Construction and Real Estate. They can also change the lease status to Historical or Cancelled if your plan is to move leases to the archive file.

Attachment: KeyChangeForm.doc

 

Archive Leases requires leases to have a status of Historical or Cancelled. Therefore you will need to reconcile each lease prior to moving the data to history. Sage Expert Services can help you with this request. Please provide a mapping table for the following records:

  • GL Prefixes (or accounts)
  • CM Banks
  • PM Properties
  • PM Tenant ID's
  • PM Leases / Lease Revisions

A simple Excel file with two columns, column A should have the record ID and column B should indicate whether the record should be kept or deleted.

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How do I archive my Property Management leases?