SA Administrator Cross Company System Copy Report overview

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.

In on-premises Distribution SX.e, the SYS operator record has full security to all functions. Only the user functioning as the system administrator should sign in as the SYS operator.

In CloudSuite Distribution, you can set up the R&D and SYS operator records in the test company, which is provided in the Implementation Accelerator. 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 Ming.le based on the SYS operator template.

See information about automated provisioning in the Infor CloudSuite Distribution Setup and Administration 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