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Moving accounting units between companies

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blong
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Posts: 21
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11/18/2009 5:06 PM

    Our finance department has decided to setup a new company (5020) for a group of accounting units that currently exist in another company (2500).  Both companies will co-exist.  Looking for ideas on how best to move accounting units and history to the new company.  AR is handled in a different system.  AM and AC are utilized though.

    Bill Ianni
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    11/18/2009 5:20 PM
      Hopefully both company's utilize the same level structure? That's key.
      blong
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      Posts: 21
      Advanced Member
      11/18/2009 6:55 PM
        Yes, just moving the structure as it is to another company.
        Bill Ianni
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        11/18/2009 10:58 PM
          Use Excel Addis. First, query the GL20's from 2500, and then use the level details to load GL61's for Company 5020. You will need to add the GL61's in level order (making sure the L1 acct unit exisit before the L2 is added). Working with it in Excel really makes it much easier.
          blong
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          Posts: 21
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          11/19/2009 12:35 PM
            Any idea on how involved it would be to move history? Or would you be better off just setting up beginning balances on the new company?
            Bill Ianni
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            11/19/2009 6:26 PM
              You can create history using addins too (GL65). Did you want to completely remove the history from 2500? It might be best to keep the history in 2500 but reorg it into its own level structure within 2500 (i.e. create a ghost zone that's not partof the reporting rollup). This adds an intermediate step. However, it keeps all the subledger links alive for inquiry purposes.
              blong
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              Posts: 21
              Advanced Member
              11/19/2009 7:09 PM
                Yeah, good point! I'm leaning toward leaving history as is in company 2500 and create beginning balances in the new company. Thanks for the feedback!