Merging Organizations
You can merge two or more organizations to create a third organization. The organizations you merge must all have the same fiscal year-end dates and short years. The original organizations used in the merge remain intact and are not affected by the merge.
The first organization you select for merging is referred to as the primary organization. The application uses the primary organization to define many important aspects of the new organization created during the merging process, including the fiscal year-end date and any short years. After you select a primary organization, the system makes available only those organizations with data compatible for a merge with the primary organization. The system copies the following information directly from the primary organization:
- book defaults
- book overrides
- custom fields
- group definitions
- calendars
- SmartLists
- templates
- batch report definitions
- Replacement Value setup
All organization information for the new organization, except for password security information, is copied from the primary organization.
The assets in the organization created by the merge have different System Numbers than they did in their original organizations. 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 want to keep this information, make sure you print the report and store it in your files.
Note: In order to merge organizations, you must have security rights to all organizations you are merging.
Before you begin the steps below, you must close any open organization prior.
Note: When no companies or organizations are open, the menus and windows display the word Company, rather than the word Organization.
- Select File/Organization Utilities/Merge Companies from the menu bar. The system displays the Merge Companies window.
- Complete the Merge Companies window, and then click OK. The system automatically merges the organizations into the new organization 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 click Close to return to the main application window.
If you are merging the organization into a database containing an organization with the same name, the system displays the Rename Company window.
- Enter a new name for the merged organization, and then click the Rename button, or click the Append button if you want to add assets to an existing organization without changing its name.
To view the merged organization, open the organization as you would any other.