FAQ 2200: Archive a plan

Problem: I have a client that terminated our services, and I need to archive their ASC file in the ASC pension software system. Do you have instructions on how to do that?

Solution: You can use the D13 Archive library to save a file before removing from your Active library. Go to File New Plan and open a pattern plan of the type you are archiving. Click on File Copy Plan, click on the Setup button, and choose the library where the current plan is saved; use the Show Plans option and highlight the plan to copy, then click OK. You can use the Memo and Client No. fields on the ID screen to enter the valuation date and other identifying information that will help you locate the file when using the Show Plans option. After confirming your plan copied into the Archive library and If you would like to delete the original plan in your Actives, open that plan and click on File-Delete Plan.