COA Duplication Process
With this process, you can completely duplicate a CHART OF ACCOUNTS to a new company or add new accounts from one company to another.
Once a CHART OF ACCOUNTS has been established for one company, you can duplicate all the accounts to a
new company. For example, if accounts have already been set up for company
100, it is not necessary to re-enter the same CHART OF ACCOUNTS for company 101. After duplication, you can add and delete accounts for the
new company.
Only the CALENDAR YEAR, ACCOUNT ID, ACCOUNT NAME and G/L TYPE are duplicated — the OPENING BAL budget amounts and period activity are not duplicated.
Once the duplication process is complete, you may enter the OPENING BAL for each account or do so at a later time. OPENING BALANCES for your ASSET, LIABILITY, and EQUITY accounts are necessary for BALANCE SHEET accuracy. OPENING BALANCES for INCOME and EXPENSE accounts are only necessary if you are not starting in
the first fiscal month of the year or if you want accurate year-to-date
figures in the first year.
A standard chart of accounts (for company 001, the 1997 calendar year) remains
in the system after the CLEAR ALL DATA FILES process has been run. The 001 chart of accounts is provided so that it can be
used as a basis for other charts of accounts. You can duplicate the 001 chart
of accounts by using either the COA DUPLICATION PROCESS or the G/L INFO feature in the COMPANY WINDOW.
Source Company
Enter the ID of the company with the chart of accounts you want to duplicate.
A default of 001 is provided (see previous Note). Press F2 or the right mouse
button to search for a company. From the SEARCH METHOD pop-up, you can select either the PICK LIST or the FIND WINDOW.
Calendar Year
Enter the calendar year for the chart of accounts you want to duplicate. The
system provides a default of the current calendar year.
Destination Company F2
Enter the ID of the company or companies for which the chart of accounts is
being duplicated. A default of ALL is provided. Press F2 or the right mouse
button to search for a company. From the SEARCH METHOD pop-up, you can select either a multiple choice PICK LIST or the FIND WINDOW.
Calendar Year
Use this field to specify the calendar year of the chart of accounts being
created. A default of the CALENDAR YEAR for the SOURCE COMPANY is provided.
Add 
Redo
The ADD option duplicates new general ledger accounts and leaves already established
accounts untouched.
The REDO option duplicates only the general ledger account descriptions from the
source company to ensure consistent terminology from one company to another or from
one calendar year to another. The REDO option is also useful for correcting misspellings or typographical errors in
account descriptions.