Copying a company

You can copy an existing company to create a new company. When you copy a company, you must copy all associated accounting units and accounts. As an option, you can also copy:

  • Accounting unit attributes

  • Budgets

  • Transactions

  • Balances

Only General Ledger information is copied; subsystem information is not copied. This procedure describes the process for copying a company.

Note: You can copy a company with a status of live, test, or inactive.
  1. Run Company Copy Delete (GL110).
  2. Use these guidelines to specify the field values:
    Action

    Select Copy. This field indicates whether you want to copy, delete, or zero-out company information.

    Company

    Select the General Ledger company that you want to copy in the Company field.

    To Company

    Specify the number and description to assign to the new general ledger company. If you did not provide a description, then the name of the existing company is used.

    Chart Name

    If you want to copy a company's structure but not its chart of accounts, then select the chart of accounts that you want to use. If you select a chart of accounts in this field, then you must select No, the default value, in the Balance, Transactions, and Budget fields. If you leave the Chart Name field blank, then the chart of accounts for the original company is used.

    Base Currency, Currency One, and Currency Two

    To let the new company have a base currency that is different from the company you are copying, select a base currency in the Base Currency field.

    You can also specify a name that identifies one or two report currencies for the company that you are copying to. If you did not identify a report currency in the Currency One or Currency Two fields, then the new company you create will have no report currency.

    You cannot copy balances or transactions when a new currency is entered. Select No, which is the default value, in the Balance, Transactions field.

    Balance, Transactions

    Select whether to copy balances and transactions.

    Accounting Unit Attributes

    Select whether to copy accounting unit attributes.

    Budgets, Budget Version

    Select whether to copy budgets and budget versions defined in the Budgeting system from the existing company to the To Company.

Files affected when copying or deleting a company

You can copy or delete a General Ledger company, associated accounting units and accounts, and, optionally, balances, transactions, accounting unit attributes, and budgets. These database files are changed when you copy or delete a company.

AUMXVALUE GLAMOUNTSX GLUNITS
GLAUDIT GLUNITSX CADETAIL
GLCLSAUDIT GLZONE CAHEADER
GLCODES GTMXVALUE CATRANS
JBKACCT CUACCT GLCONSOL
JBKOPCODE CUAMOUNT GLCONTROL
JBKSEQNBR CUAMOUNTX GLINTCO
JBKSYSCODE CUTRANSL GLJELOG
JBOOKHDR FBDETAIL GLMASTER
MXOBJCAT FBDTLHIST GLNAMES
RJBRIDGE FBHEADER GLRPTSEL
RJCONTROL FBHISTHDR GLSYSJE
RJMXVALUE GLADDRESS GLSYSTEM
RJSCHEDULE GLAMOUNTS GLTRANS
RJTRANS
DBIFAMV DBGLGAX DBGLGLU
DBGLGLA DBGLGUX DBGLCAD
DBGLGCA DBGLGLZ DBGLCAH
DBIFGCD DBIFGMV DBGLCAT
DBIFJAC DBIFCUA DBGLGCN
DBIFJBO DBGLCAM DBGLGLC
DBGLJSQ DBGLCAX DBIFGIC
DBIFJSC DBIFCTR DBIFGJL
DBIFJBK DBGLFBD DBGIFGLM
DBIFMOC DBGLFDH DBIFGLN
DBIFRJB DBGLFBH DBGLGRS
DBGLRJC DBGLFHH DBGIFGSJ
DBIFRMV DBIFGAD DBIFGLS
DBIFRJS DBGLGAM DBGLGLT
DBGLRJT