Importing/cloning Account Categories

(0) Share

Report

Posted on by Community Member

Hi everyone,

I work in multi-company environment (15 entities)... to simplify my Financial reporting i decided to create a whole bunch of account categories and map my FS in FRX by Account Category instead of by GL Account. Despite having to spend the time to associate every GL account with an Account category i am extremely pleased with the results.

When i created the Account categories in one company I was hoping that the same categories would be created in the other companies we have in GP... Sadly this wasn't the case.

I was wondering if anyone has gone through this exercise before? My ideal solution would be to take Company A categories and clone/import them into Companies A,B,C, etc.

*This post is locked for comments

All responses (3)

Answers (0)

Community Member on at

Like (0)

Report

Re: Importing/cloning Account Categories

Thanks Richard I asked our DBA to assist with this and it worked like a charm.
Richard Wheeler 75,848 Moderator on at

Like (0)

Report

Re: Importing/cloning Account Categories

If you have access and knowledge to use SQL, simply do the following in the other companies.

1) Make a backup!

2) Go into SSMS and start a new query

2) DELETE OtherCompanyID..GL00102

3) INSERT INTO OtherCompanyID..GL00102 (ACCATNUM,ACCATDSC)

SELECT ACCATNUM,ACCATDSC

FROM BaseCompanyID..GL00102

BaseCompanyID is the company you have already added the account categories

OtherCompanyID is the compnay to which you want the accounts added

So what you are doing is deleting all the account categories first and then copying them from the source company to the destination company.
Suggested answer

sandipdjadhav 18,304 on at

Like (0)

Report

Re: Importing/cloning Account Categories

Hi,

I don't think through Integration Manager you can import Accounts Category. I would suggest to use Mail Merge Macro. Export table GL00102 from one of existing company Account category and use following link to create mail merge Macro and run it against every company.

Here is link : blogs.msdn.com/.../how-to-use-word-mail-merge-and-macros-to-import-data.aspx

Let me know how it goes.

Thanks

Sandip Jadhav