Moving a Business Unit to a Different Company

To change the company number for one or more business units, complete these tasks:

Run these integrity reports in sequential order and verify that each company is in balance:
- Companies in Balance (R097001)
  See Running the Companies in Balance Report.
- Acct Balance to Transactions (R09705)
  See Running the Account Balance to Transactions Report.
- Intercompany Accts in Balance (R097011)
  See Running the Intercompany Accounts in Balance Report.
Change the company number on the business unit master.
Run the Accounts w/o Business Units integrity report (R097041) and set the processing option mode to update.
This program updates the company number in the F0901 table.
See Running the Accounts without Business Units Report.
Run the Update BU.Obj.Sub to Jrnl Ent program (R09806).
This program updates the company number for all transactions for the business unit in the F0911 and F0902 tables.
Alternatively, run these integrity reports in update mode in sequential order:
- Account Balance w/o Account Master (R097031)
- Transactions w/o Acct Master (R097021)
Update all necessary AAI items.
See "Setting Up a Single AAI Item" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.
Verify row security by business unit security.
Run the Companies in Balance and the Intercompany Accts in Balance integrity reports again to determine which intercompany transactions to enter.
Enter any necessary intercompany transactions.
Post the intercompany transactions, if necessary.
The Intercompany Settlements field must be set to * in the general accounting constants for the system to post transactions to the intercompany settlement account.
If you changed the Intercompany Settlements field in the previous step, change it back to its original value.