Copying company information

In a multi-company environment, you can use cross-company copy reports to set up a new company by copying records from an existing company. These reports, which are run from the source company, can save time and reduce errors that can result from manually entering the information. After you complete the copy functions, you can maintain the data to create unique records.

Note: In CloudSuite Distribution, you can use the cross-company copy reports if the source and destination companies are in the same tenant. If the destination company is in a different tenant than the source company, the Infor Cloud team must copy your records

Only the system administrator should run these cross-company copy reports, which are available in System Administrator > Administration > SAA Reports:

SA Administration Cross Company Customer Copy Report
SA Administration Cross Company Product Copy Report
SA Administration Cross Company System Copy Report
SA Administration Cross Company Vendor Copy Report

Because of successive levels of validation, Infor recommends that you perform manual setups and run the cross-company copy reports in this order:

Verify that the destination company was created in SA Company Setup.
Set up SA Administrator Options values, such as Account Structure, Period Structure, and Fiscal Year in the Financial view, that are applicable at this stage of the company setup. Review the SA Administrator Options settings that were established when you created the company record.
Set up the General Ledger accounts in GL Account Setup. If you are copying the GL accounts from another company, you can run the GL Administrator Duplicate Chart of Accounts Report in the destination company. Use caution if department or division numbers are changed.
Run the SA Cross Company System Copy Report from the source company.
Set up these records manually:
- SA Order Entry Addon Setup
- CR Banks Setup
- Sales Salesrep Setup
- Product Warehouse Description Setup
Run the SA Administration Cross Company Customer Copy Report and the SA Administration Cross Company Vendor Copy Report. The order in which you run these reports depends on your company data. Because data from the Customer records may depend on data from the Vendor records, or vice versa, evaluate your company data to determine which report will result in the least amount of manual entry. You are not required to run both reports.
Run the SA Administration Cross Company Product Copy Report.