Moving business units from one company to another

KeatonInCo

KeatonInCo

Member
Is there any way to MOVE a business unit from one company to another?

We have discovered two business units that are set up in the wrong company. Is there any way posiible to go "under the covers" so to speak and change the company number on the chart of accounts for these two BU's?

Business unit 803502 should be in company 00032 instead of company 00001, and business unit 803670 should be in company 00034 instead of company 00001. The object codes for these 2 BU's need all these company code numbers changed.

Does someone know of a way through the application or at the database level through SQL to do this?

Thanks.
 
Having done this very recently for a reorganisation in my company, this can
be achieved by the following standard JDE updates. Best done out of hours to
minimise the chance of data corruption. If these BUs are closed then the
risk is small. Better to use the standard JDE method than SQL as there are a
number of updates to perform.
There is a JDE Paper on this 'somewhere' on the PS website. The following
assumed the 2 BUs referred to are P&L based only:

From a GL perspective:

1) Ensure the Integrity Report 'Companies in Balance' is clean so that you
have a zero based starting position. Make sure the Companies are all in the
current fiscal year & period before running the report. If clean continue,
otherwise clean up an integrity issues beforehand.

2) In the BU Master, change the company on BU 803502 from 00001 to 00032,
and for 803670 from 00001 to 00034. You may receive a warning message when
actioning this.
This has moved the BU, now you need to ensure all entries in the F0901
(Chart of accounts), F0902 (Account Balances) and F0911 (GL Transactions)
are updated to reflect the revised company. This can be done through running
standard JDE Integrity Reports in the following sequence:

3) Run Integrity Report R097041 (Accounts without Business Units). Use Data
Selection to run for the above BUs and companies only. Run with Processing
Option to 'Print Report Only' first to check the right accounts are picked
up. If happy, change processing option to a 2 to update the data. This will
change the company number in the F0901 chart of accounts records from 00001
to either 00032 or 00034.

4) Run Integrity Report R097031 (Account Balance without Account Master).
Use the same data selection as above and run in report only mode first. If
OK, run in update mode. This will change the company number in the F0902 GL
Balance table to align with the company numbers now assigned within the
F0901 Chart of Accounts.

5) Run Integrity Report R097021 (Transactions without Account Master). As
above, data select on your 2 BUs and 2 companies and run in report only to
confirm. If OK, run in update mode. This will update the company number in
the F0911 GL Transactions file to align with the company numbers assigned
within the F0901 Chart.

Now all your GL entries have been updated.

You are now likely to have some corresponding out of balance issues between
companies 00001, 00032 and 00034. If Company 00001 was in balance as
confirmed in step 1) then cutting BUs 803502 and 803670 out of the company
structure should mean that the company no longer sums to zero. The net out
of balance between companies 1, 32 and 34 will sum to zero.

6) To fix the out of balance companies you will need to pass a journal in
the current period between the companies. Journal the entries against the
intercompany balance sheet accounts. Prior to posting you will need to
revise the General Accounting Constant flag for intercompanies. Change value
for 'Intercompany Settlements' to a '*' if you have Intercompany entries
turned on. Post the batch and change the Intercompany Settlements Flag back
to the original setting. If you do not set the value to a '*' before posting
your journal, the InterCompany process will create offsetting entries (AE
Doc Type) to your balancing journal that reverse it.

7) Re run the Companies in Balance Integrity Report to confirm the out of
balances are cleared.

8) You will now need to run Year End Close processes for as far back as
there were GL entries against these BUs. If transactions go back to fiscal
year 98, then you will need to close years 98 through current for Companies
1, 32 & 34 to ensure the retained earnings are updated in each company. Note
the Retained Earnings figures are likely to change so confirm this is OK
with the relevant accounting people.

9) Following Step 8) re run the Companies in Balance Integrity Report. The
Year End Close programs may have updated Retained Earnings in prior years
and there may be some further offsetting out of balances between companies
1, 32 and 34. If there are prior year out of balances, you will need to
rerun the Companies in Balance Integrity Report for each appropriate year to
work out which years the out of balances relate to. i.e Set the Company Year
and Period back for Co 1, 32, & 34 to start of prior year and period 12 (or
equivalent) and rerun the Companies in Balance. Generate a report for each
Year where entries in those BU exist.

10) Now you will need to fix the prior year out of balances by repeating
step 6). I used a GL Date of the last day in period 12 of each fiscal year
where prior year balances were corrected. Enter a journal for each year
separately and before posting ensure you amend the Intercompany Settlements
Flag as per Step 6).

11) As you have posted entries (normally Intercompany balance sheet only so
no effect on Retained Earnings this time) to previous periods, to ensure the
carry forward balances for these interco accounts are correct, you will need
to rerun the year end close programs again for each relevant fiscal year for
companies 1, 32 & 34.

12) Change the current year and period values back to current in the
Companies file and re run the Companies in Balance integrity report to
confirm no issues exist.

13) Finally check your AAIs to make sure if these BUs are referenced, the
AAI is still correct.


Outside of the GL:

14) You may need to confirm any reporting on these BUs still works. It may
be that your data selection for reports on these BUs selected on Co 1 and
the BU. This will need to change to Co 32 or 34.

15) If using payroll and you have people assigned to these BUs, they may be
attached to home company 1. Check if this needs to be revised.

16) Confirm no effect on other subsystems being used.

Regards,

Adrian
 
Re: RE: Moving business units from one company to another

That was a pretty good explanation of what needs to be done for GL.
Would anyone know what to do for A/R,A/P and Fixed Assets if we are moving a business unit from 1 company to another?

Thanks,
Matt
One World Xe,SP23,AS/400
 
Re: RE: Moving business units from one company to another

Matt, did anyone ever respond to your question? I'm curious of the same thing. Also, what is the impact on HR and Payroll history? Any help is greatly appreciated!!
 
Moving Business units from one company to another

I know this an old post but I don't see the answer in another thread. Has anyone had experience with AR and AP when changing a BU to another company?

That was a pretty good explanation of what needs to be done for GL.
Would anyone know what to do for A/R,A/P and Fixed Assets if we are moving a business unit from 1 company to another?

Thanks,
Matt
One World Xe,SP23,AS/400
 
That was a pretty good explanation of what needs to be done for GL.
Would anyone know what to do for A/R,A/P and Fixed Assets if we are moving a business unit from 1 company to another?

Thanks,
Matt
One World Xe,SP23,AS/400


I know this is old post, but where you able to find a process?
 
Back
Top