Merging Companies

You can merge two or more companies to create a third company. The companies you merge must all have the same entity type, fiscal year-end dates, number of books, and short years. The original companies used in the merge remain intact and are not affected by the merge.

The first company you select for merging is referred to as the primary company. The application uses the primary company to define many important aspects of the new company created during the merging process, including the fiscal year-end date, number of books, and any short years. After you select a primary company, the system makes available only those companies with data compatible for a merge with the primary company. The system copies the following information directly from the primary company:

• Book defaults

• Book overrides

• Custom fields

• Group definitions
• Short years

• Calendars

• SmartLists

• Templates

• Batch report definitions

• Replacement Value setup

All company information for the new company, except for password security information, is copied from the primary company.

The assets in the company created by the merge have different System Numbers than they did in their original companies. During the merge, you have the option of running an Asset Map report which matches up the old System Numbers with the new ones. This report is a one-time offer; you can only run it during the merge. If you want to keep this information, make sure you print the report and store it in your files.

Note: In order to merge companies, you must have security rights to all companies you are merging.

You must close any open company prior to initiating a merge.

To merge companies

1. Select File/Company Utilities/Merge Companies from the menu bar. The system displays the Merge Companies window.
2. Complete the Merge Companies window, and then select OK. The system automatically merges the companies into the new company and returns you to the main application window. If you opted to run the Asset Map report, the system displays the report. Print the report, or select Close to return to the main application window.

Note: If you are merging the company into a database containing a company with the same name, the system displays the Rename Company window.

3. Enter a new name for the merged company, and then select the Rename button, or select the Append button if you want to add assets to an existing company without changing its name.

To view the merged company, open the company as you would any other.