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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / New GP entity but copy...
Microsoft Dynamics GP (Archived)

New GP entity but copy from other company's GL accounts

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Posted on by joseytang 1,800

We would like to setup a new GP entity/company such as called as Malaysia Company.  But we would like to load a chart of account (full COA list) from our consolidation company.  How can we do that?

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  • Verified answer
    Redbeard Profile Picture
    Redbeard 12,931 on at

    I have had a lot of luck using this approach.

    support.microsoft.com/.../866332

  • joseytang Profile Picture
    joseytang 1,800 on at

    Thanks Harry.  We want to download the GL Account from company A, then we change our company code from 10-1234-000 to 11-1234-000 for company B.  After that, we would like to fix all the company code (the 2 digit) in our Excel file.  Then, we would like to push our Excel file (Chart of Account) to company B.

    Can we use Integration Manager Tool to push our EXCEL file?

    Please confirm

    Thanks,

    Josey

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at

    Well that would be a fairly simple thing to do with a Macro.  Macros for GL Accounts treat segments as different fields, so I would recommend using the segment columns in Account SmartList to push your Accounts to Excel with separate columns for the segments.  That will make changing the company segment easier as well.

    Alternatively, and I have done this as well, you can use the KB article I referenced above, and then change the company segment using PSTL after you copy the chart over. It is entirely up to you.

  • Suggested answer
    babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at

    Hi Josie,

    For this importing through a macro will be good.

  • joseytang Profile Picture
    joseytang 1,800 on at

    Thanks.  Could you elaborate how to do the PSTL to change company segment code in the new company?

    The other solution is to do with a Macro.  I do not know how to do the Macros to change the Company segment?  Do you have any steps? How to document? So we can follow?

    Thanks,

    Josey

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at

    Josey,

    I have a blog post on creating a macro.

    redbeardblogging.blogspot.com/.../how-to-create-and-run-simple-macro-in.html

    The only steps to add would be:

    Add the segment columns to your account list in SmartList prior to exporting your COA to import it using the macro.

    Once you have the COA in Excel, change 'Segment 1' from 10 to 11 using Excel prior to performing the mail merge function in Word.

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at

    Hi Josey,

    I might be missing what you want to do, so let me state what question I think I'm answering.

    You have company A that has a COA with the first segment designating 'company'.

    You want that same COA in company B, but you want to change the first segment to align with that company.

    Here's what I propose:

    1. Create your company (company B) in Dynamics Utilities

    2. Log in to company A, launch the PSTL tool and then select Copy Company in the Misc. Tools section and hit ‘Next’.

    3. Check all of the boxes for what you want to copy, identify the target company and complete the transfer

    4. Log in to company B.

    5. Go to the Financial Mass Modify screen (Cards | Financial | Mass Modify) and change the first segment to whatever you need. Use the ‘Move’ option.

    6. After running the process, your new company should have an identical chart of accounts to company A, except the first segment will reflect the appropriate company number.

    7. I would then run checklinks on the Account Master and then check my Account Format Setup to make sure the correct segment is marked as my Main Account.

    I don’t have GP installed on this machine, but I think that will work.

    Kind regards,

    Leslie

  • joseytang Profile Picture
    joseytang 1,800 on at

    Thanks for your help, Harry

  • joseytang Profile Picture
    joseytang 1,800 on at

    Thanks for your help, Leslie.

  • joseytang Profile Picture
    joseytang 1,800 on at

    I think we need to rephrase my question.

    We have existing Consolidation company, US, Malaysia and Romania.  However, we want to find out how many GL accounts are missing in Malaysia and Romania. So we downloaded the GL Account list from Consolidation company. Manually compare with the other company's COA.  Once we find out the gap, we want o push the new GL accounts to Malaysia and Romania.  

    How can we do that?

    Thanks,

    Josey

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