Archived counterparties

When entering and working with contractors, it is possible to make an operator or other error and end up with contractor lists that are duplicated, mistyped or redundant for some other reason. The system allows removal of these records via the “Backup” functionality.

Backing up contractors in Prim.IO does not delete them, but hides them from the system lists. All data and documents with an archived contractor remain in the system and can be found in their file at any time.

To find an archived contractor on the lists in the system, you need to put a check on “Show Archived”, which is located on the side of almost every Filter (1) on the interfaces. This will also display Archived Counterparties (3) in the List (2), which are highlighted with an exclamation point to distinguish them from active counterparties.

Backup of contractors

The counterparty backup procedure is as follows:

  • Step 2Click Edit.
  • Step 3 Click the Backup button.
  • Step 4Confirm the counterparty backup. If you click on Close, the system will not perform any action.

Activating an archived counterparty

The procedure for activating a backed up counterparty is as follows:

  • Step 1 You find the counterparty you want to archive from a list of Customers, Suppliers, Banks, Holdings or Government Organizations, and you must put a checkmark on Show archived in the filter, otherwise you will not be able to find it. You access the archived contractor’s file.
  • Step 2Click Edit.
  • Step 3Click Activate.
  • Step 4Confirm counterparty activation. If you click on Close, the system will not perform any action.

Special conditions for working with archived counterparties

If you have created a contractor with the EIC 123456789, it is archived, and you try to create a new contractor with the same EIC 123456789, the system will not allow you to save it. You must either activate the archived counterparty or delete the data from its file.
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