Merging two companies into one

ixe23

Hi everyone,


I have a request to merge 2 companies.

Let`s say I need to do it only for Customers. Only customers that do not exist in company A I need to merge from company B.

That is only for beginning.

Can anybody give me an idea how to compare all customers from both companies?



Thank you very much for your answers!


Cheers,

Ivan

ufuk

You can use migration functionality to transfer data between companies. Export data in the source company, import in the destination.

ixe23

Ufuk, thanks fo your reply! Can I get just a bit more details?

For beginning, I just want to show a list to the user like "here you can find customers that exist in company B and do not exist in company A". And then a user can decide what does he want to merge and what not.

So, the question is how can I compare data from Customer table in company A with data from Customer table in company B?

Dataport, Excel, or something else?


(The result should be a list of customers that do not exist in company A. And real merging is going to happen later.)


Thanks a lot!

ufuk

You have many possibilities. I think the best method for comparision will be Excel for you. Export records by copying or a dataport and compare them via vlookup etc.

hawkeye

I guess CHANGECOMPANY should do the trick for you

Br
Hawkeye

jglathe

Hi,

usually, merging companies is a complex task. After the merge, only one company will exist, and the two companies that existed before the merge (or at least one of these) will cease to exist. The complete accounting (G/L, Customers, Vendors, Fixed Assets, Inventory and so on) will have to be merged into the new company, which could mean translations for all ledgers. To support this you usually create a set of reports (batches) to transfer the data into the target company, by setting up new master data where needed (using a translation / assignment table if needed) and to fill general / FA / inventory journals for the opening balances. If it 's worth the effort depends on how much data you have, or how often you have to do this.

There are a few more things to consider:

- open / unfinished orders
- Others modules used? Service, Production, Warehousing?
- Are there linked systems like document management? Any interfaces?

Comparing the customers from both companies: I would try to compare by name (not the whole string) and Zip Code to find potential matches, and generate a list which can be reviewed by a person usually working on these data.

with best regards

Jens

thegunzo

Look at this, might help http://www.dynamics.is/?p=409