SA Administrator Cross Company System Copy Report overview
Function acronym: SAACS
Use this report to copy tax- and system-related information from the source company to one or more destination companies.
A multi-company environment often requires similar system data for each company. Use the SA Administrator Cross Company System Copy to copy the information in these functions from the source company to one or more destination companies:
- SA Sales Use Tax Setup
- SA Goods and Services Taxes Setup
- SA Local Tax Setup
- SA Exemption Table Setup
- SA Tariff Rate Setup
- SA Operator Setup
- SA Table Code Value Setup
- SA Currency Setup
Run the SA Administrator Cross Company System Copy Report before all other cross-company copy reports.
Before you copy system information, ensure that these records are set up in the destination company:
- SA All Company Information Setup
- SA Company Setup
- GL Account Setup
If you copy the General Ledger accounts from the source company, run the GL Administrator Duplicate Chart of Accounts Report from the destination company. If you copy the operator General Ledger defaults, set up the GL accounts before you run the SA Administrator Cross Company Copy Report. Specify the GL default accounts on operator records to prevent unnecessary posting to suspense accounts.
When a company is created in SA Company Setup, the system automatically creates the R&D and SYS operators. These operators are required to process various system routines. The default GL account codes on the R&D operator record are used for certain GL postings.
You can set up the R&D and SYS operator records in the test company, which is provided in the Infor Industry Process Catalog. When you copy system information from the test company, the R&D and SYS operator records are overwritten in the destination company if you specify Yes for the Overwrite previously existing recs? option. The SYS operator record in the destination company is overwritten by the SYS operator template. Automated provisioning creates SA Operator Setup records for users assigned a system administrator security role in Infor OS Portal or Infor Ming.le based on the SYS operator template.
See information about automated provisioning in the Infor CloudSuite Distribution Configuration Guide..
If you copy table values and operator records, these records cause the Record Pre-Exists message to display because the record was previously created in SA Company Setup:
Type | Code description |
---|---|
Frozen Reason | U - Units Sold E - Extended Stockout N - New Product O - Old Product L - Lead Time |
Usage | Y - Order Quantity Reduced W - Order Quantity Increased S - Seasonal Product Supply R - Replenishment Order Quantity O - Quantity Manually Overridden |
Addons | 1 - Freight In
2 - Freight Out |