Copy Reported Values Between Companies

You can use this function to copy values between different companies, with the rest of the conditions unchanged.

This can be useful when there is a structure change, in order to allow the same companies to be included in two locations in the group, once to handle the sale of the company and once in the capacity of a new company in the acquisition group. You can also copy all values with reversed signs. Before you can copy reported values between companies, you must define the company that you are copying to in the company structure.

The companies you are copying values between must be defined with the same currencies, since there will be no currency translation done when copying.

The period values and detailed information on intercompany balances are copied, together with comments. It is also possible to copy text forms. There are no checks performed of the period’s form set.

In the details in intercompany balances, the company identities in the Original Company column will change, but those in the Counter Company column will stay the same.

If you select the option to clear before copying, existing accounts for reported values for current selections will be overwritten.

Procedure

  1. On the Company menu, click Copy/Reported Values between Companies. The Copy - Reported Values between Companies window opens.
  2. Enter the actuality and period or periods from which you want to copy values.
  3. Enter the currency type and form from which you want to copy values.
  4. In the Copy From Company text box, enter the company from which you want to copy values.
  5. In the Copy To Company text box, enter the company to which you want to copy values.
  6. Select the relevant copy options:
    • Clear Existing Reported Values for Current Selections Before Copying
    • Change Signs for All Copied Values
  7. Click Run. A simple copying is carried out, in which changes cannot be made, that is, existing values are stored in the same way as previously. Period values and detail information on intercompany balances are copied, together with comments. There are no checks made of the period's form set. A message box appears with statistics of how many records that were copied. Click OK.

Results

You can only copy values to companies you have write access to.