I'm working with a client to clean up chart of accounts, vendors, customers, and items.
We want to create a new company with no history.
The plan is to create the new company and activate/set up all modules.
Then, I'll copy the chart of accounts to the new company. Additionally, I'll copy the Inventory, A/P, and A/R master files using SVTRNA. I will not bring over IM_ItemWarehouse. I'm going to import the beginning quantities when we go live with the new company.
Next phase is to delete any obsolete G/L numbers, vendors, customers, and items using the delete/change utilities.
Questions:
1. What's the best way to import qty on hand inventory data (physical count or I/M receipt transaction); we'll turn on the G/L integration - just want to update qty on hand data
2. Can I simply copy the bank rec data folder (i.e. BRABC) from the old company to the new company?
Any other suggestions/thoughts are appreciated.