[Aaron Buden]

Hello All,

We have 2 existing companies in our NAV 2013R2 database with historical data going back about 3 years. I was just informed that we plan to merge the 2 entities into 1 company for financial purposes.

Has anybody had the need to combine companies into 1 entity before, and if so how difficult was the data migration? 

Any help/advice would be greatly appreciated!

Best,

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Aaron Buden
Calexotics
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[Maarten Gerritsen]

Aaron,
I have done a merge about a year ago.
This can be quite complex, depending on the modules you are using. There are several scenario’s possible. 
If it is just (or only?) for financial purposes; is creating a consolidation company an option?

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Maarten Gerritsen
Magium
Wageningen
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[Natalie Lemke]

Hi Aaron,

I would second the recommendations to review the merits of a NAV consolidation vs. a NAV merge.  Understanding the drivers behind the project will help you determine if there is value in doing a full merge.  If you consider consolidations, there is the opportunity in NAV to have consolidated financial statements accessible to users & leaders which may accomplish the same goal.  This is easy functionality for users to run (access via Departments/Financial Management/General Ledger/Reports/Consolidation).

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Natalie Lemke
Senior Functional Consultant
Stoneridge Software Inc.
St, Louis Park, MN
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[Amanda Mayer]

Aaron,

I agree with the two previous suggestions, especially if the two companies remain separate legal entities. There is a lot of great functionality in NAV for Consolidations.

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Amanda Mayer
New View Strategies
Milwaukee WI
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[Aaron Buden]

Thank you all for your feedback!

It sounds like going with a consolidated company is going to be much more straight forward and require less work since we won’t have to migrate data. I am hoping the requirements will allow us to move forward with this option instead of merging data.

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Aaron Buden
Calexotics
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