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Microsoft Dynamics NAV (Archived)

Copy chart of accounts

Posted on by 579

Is it possible to copy chart of accounts from one company to another ?

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  • Alex Chow Profile Picture
    Alex Chow 4,481 on at
    RE: Copy chart of accounts

    1. Start the dev environment

    2. Run the Chart of Accounts table

    3. Select All

    4. Copy

    5. Change to the company you want

    6. Run the Chart of Accounts table

    7. Paste

    With the version prior to NAV2013, you can do this more easily with the classic client.

  • shproof Profile Picture
    shproof 579 on at
    RE: Copy chart of accounts

    We do not require the Chart of accounts to be shared between companies.

  • Suggested answer
    Jens Glathe Profile Picture
    Jens Glathe 6,092 on at
    RE: Copy chart of accounts

    Hi Constantin,

    this won't help you one bit in a real-life NAV environment with multiple *live* companies that should have the same chart of accounts.

    with best regards

    Jens

  • RE: Copy chart of accounts

    www.google.ro/search

  • Jens Glathe Profile Picture
    Jens Glathe 6,092 on at
    RE: Copy chart of accounts

    Hi,

    sounds like a Master Data Management question. You can do so by using the setup checklist AFAIR. If it's more in the direction of having a master chart of accounts and pulling from / synchronizing to several companies: I'm not sure if there is an Add-on for it, but I have it implemented as a customization (several times). It's a pretty complex matter, though.

    with best regards

    Jens

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