It depends on the legal process behind that split, in particular, where should the historical data stay and which part of that.
If there is a normal legal extraction of one company from another, this might mean that a new company is established and some assets from the old company are being transferred to that. Thus, the historical data stays in one company, and the new company starts from scratch. Then, some assets are transferred from one company to another using standard financial NAV tools (like financial journals or invoices).
Also, for the split, we have been practicing different approaches:
- One option is to create two new companies, and enter the needed balancing figures at a date of the split; the financial managers would tell you which are the balancing figures you would need to use. In this case you would need to do a normal opening balances data transfer: master data, open balances (open documents), etc. for both companies. This approach is simple and straight-forward for the NAV users, as they do not need to ask for the help of consultants/developers and can perform most of the operations by themselves.
- The second option is to make a copy of the company, use it for the 2nd company, and delete unneeded data in both of them; this would require interference with tables and data records, and will involve some consultant/developer support.
- The third option is to export all the data from the company using RapidStart services, clean unneeded data in Excel and upload it back to the needed company - this would require some assistance of the advanced user or consultant, as normally users are not familiar with imports using RapidStart services.
Overall, as Jonathan mentioned, it might require splitting the master data, references, and ending balances. You should consider which option is the most suitable for you under your circumstances.
About consolidation: msdn.microsoft.com/.../hh169407(v=nav.80).aspx
Share
Report
160
All responses (
Answers (
