Entity to Entity data transfer

[sreekuax]

Hello,

We are planning to maintain a new entity. So we require all the accounts and accounts postings related to a particular entity (all AR,AP,SO etc) should be moved under this new entity. Is it possible ?. If possible how this can be achieved.?

Thanks

 

[mosfin]

check menu 25.3.3 - Entity Code Change

 

[sreekuax]

check menu 25.3.3 - Entity Code Change

Hi..

I checked the menu.. Its showing a message..

This function will only change the entity code in data files that are part │
│ of the General Ledger module. It will not change the default entity codes │
│ that are part of other modules. For example, the entity code in the site │
│ master record or the default entity in the System Control table will not be │
│ modified. It is not possible to use this routine to merge entities. The │
│ new entity code must not have any budgets or transactions attached to it. │
└──────────────────────────────────────────────────────────────────────────────┘
┌──────────────────────────────────────────────────────────────────────────────┐
│ Old Entity: │
│ New Entity:

What do I need to enter here... how it will help in copying the existing transactions of an existing entity to the new entity.. can you please help..

 

[mosfin]

this program will go through all transactions (GL related)
and change the Entity from old code to new one
(it is "move" rather than "copy")
try it on Test DB first, and see what happens

the text says that the new Entity must be empty,
no transactions, no budgets..
and it will not change the control/master files where the old entity
is mentioned

 

[sreekuax]

this program will go through all transactions (GL related)
and change the Entity from old code to new one
(it is "move" rather than "copy")
try it on Test DB first, and see what happens

the text says that the new Entity must be empty,
no transactions, no budgets..
and it will not change the control/master files where the old entity
is mentioned

Bro...

Can we add a new Entity that is a copy of how the chart of accounts, sub accounts and so on are set up in the existing Entity?

 

[mosfin]

there is no menu to do what you require. you have to buid CIM's to replicate
chart of account, and other Entity related data..

 

[sreekuax]

there is no menu to do what you require. you have to buid CIM's to replicate
chart of account, and other Entity related data..

So linking all the points can I say :
Create entity
Use 25.3.3 for entity data move/copy from existing entity to new entity
{it moves GL related info i.e all accounts and AP and AR info too}
Use CIM LOAD to to replicate chart of account, and other Entity related data..

off beat : what will 25.1 Current Entity Change( glenchg.p) will do ?

 

[mosfin]

just to remind you, menu 25.3.3 does NOT copy, it MOVES from old to new Entity the following records:
acd_det, bgd_det, bg_mstr, glcd_det, gltr_hist, glt_det
it does NOT move Chart of Account (ac_mstr) or any other tables where Entity is referenced

menu 25.1 simply changes the default Entity for GL transactions

 

[sreekuax]

Does mfg/pro eB2 allows to create different COA for different entity ? or same COAs for different entities ?

 

[DivyaRajesh]

I think you can use
25.19.14 transaction export, 25.19.15 transaction import and 25.19.16 transaction post

 

[mosfin]

yes, you can use same COA for different Entities
if you need to restrict users, you can use Entity Security maintenance (menu 36.3.13)
and/or GL Account Security Maintenance (menu 36.3.9 or 36.3.16)