What Happens When I Move an Accounting Unit?
Move an accounting unit to a new location in your company structure by first changing the level address for the accounting unit using the Levels form tab on Accounting Unit-Accounts (GL20.1). When you move an accounting unit, you also move its history. However, the accounting unit and history are not moved until you run Level Reorganization (GL120).
You can move a posting accounting unit, a summary accounting unit and all of its subordinates, or just the subordinates for a summary accounting unit. New level addresses are automatically assigned to the subordinates, based on the original numbering logic. You can accept all of the default level addresses, or edit the level addresses for posting accounting units if needed.
General Rules
The following general rules apply to the reorganization process:
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You can move an accounting unit to the top level of your company or to an upper level, existing summary accounting unit. Example 1
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If you change an address for a posting accounting unit, the upper level accounting unit must exist and it must be a summary accounting unit.
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If you change the level address for a summary accounting unit to an address that already exists, the system will move only the subordinate accounting units beneath the existing address you identified.
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If you change the level address for a summary accounting unit and the new address exists and is a posting accounting unit, no move will occur. You cannot move a posting accounting unit beneath a posting accounting unit; posting accounting units are always the lowest level of your organization.
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If you change the level address for a summary accounting unit to an address that does not exist, the system will move both the summary accounting unit and the subordinates to the new level addresses.
Example 1
ABC Company is moving it's Housewares department (01-10-10) from Store 1 to Store 2. Both the Bedding (01-10-10-10) and Kitchen (01-10-10-11) areas will move with Housewares. ABC Company assigns a new level address of 01-20-10 to Housewares to move the department to Store 2. New level addresses are automatically assigned to the subordinates (Bedding and Kitchen). The new addresses reflect the hierarchy logic for the new parent.
Example 2
Using the same structure from Example 1, let's assume that ABC Company wanted to create a brand new store that sold only houseware items. To do this they would move Housewares up to the second level of the company structure, at the same level as their other two stores. They assign a new level address of 01-30 to Housewares. The level address 01 must exist to make this move possible. The system automatically assigns new addresses to the children: Bedding (01-30-10) and Kitchen (01-30-11).
Example 3
In this example, ABC Company is merging the Housewares department from Store 1 with Housewares (01-20-10) in Store 2. To do this, they are moving the housewares department in Store 1 to an address that already exists in Store 2. They don't want two houseware departments in Store 2, but they do want to move Bedding and Kitchen to Store 2. By changing the level address for Housewares in Store 1 from 01-10-10 to 01-20-10, only the subordinates are moved and assigned new level addresses.
Example 4
In this example, ABC Company wants to move Housewares beneath the Furniture department (01-10-20) in Store 1. However, ABC Company has only four levels defined. Because moving Housewares and its subordinates beneath Furniture would place the children in a non-existent level, the move is not allowed.
