How do I archive my Oldest Fiscal Year?

 UPDATED: Version 26.1 and later offers the option to combine archiving of the oldest fiscal year and the oldest payroll year during the Archive Oldest Fiscal Year process in Database Administration for Sage 100 Contractor.  To perform this action, the company database's Fiscal year-end date must be December 31, just like the payroll year-end.

• There’s a checkbox allowing you to opt out of a combined archive.
• The checkbox is selected by default.
• A “Payroll Warning” message displays when performing a combined archive before the payroll archive process.
• We've updated the wizard's Maintenance Tasks to provide “Payroll Options" that offer the same options as those offered when performing the Archive Oldest Payroll Year process.
• Results of the Maintenance Tasks will include the number of employees removed and the number of employees marked as inactive.

To archive your oldest fiscal year, follow these steps

1. Archive Oldest Payroll Year or Close Payroll Year before embarking on Archive Oldest Fiscal Year. 
   • When you Close Payroll Year in menu 5-3-8 and wish to Archive the Oldest Fiscal Year for that same tax year, you must also Archive the Oldest Payroll Year for that tax year. See Related Solutions for more information.
2. Log all users out of the Sage 100 Contractor company database.
3. Connect to Database Administration for Sage 100 Contractor.
4. Create at least two (2) backups of the company database. Click Tune Up/Back Up/Restore. Select Back Up Companies.
5. Click Archive Company Data, Archive Oldest Fiscal Year
6. Select the company to archive and follow the prompts to work through the Archive Oldest Fiscal Year wizard.

 NOTE: When archiving the oldest fiscal year, data from the oldest fiscal year in the company database is archived. Only 12 periods of data can be archived at one time. If you have data from multiple fiscal years, perform the Archive Company Data, Archive Oldest Fiscal Year process for each fiscal year you want to archive. Each year is archived individually in a separate company folder located on the database server machine in \\Sage100Con\Company.

How to Archive Oldest Payroll Year

How do I back up and restore my company data in Sage 100 Contractor SQL?

U. S. Edition Recommended Timeline of Year-End Tasks. When and what to do for Sage 100 Contractor SQL

CANADIAN: Recommended Timeline of Year-End Tasks. When and what to do for Sage 100 Contractor SQL

When should I archive last year's company data?

How do I access my fiscal year and payroll archives?