How to consolidate two companies with different account structures in FRx

Entry Type: Informational

Product: FRx

Application: n/a

Version Reported: All

Subject:
How to consolidate two companies with different account structures in FRx

Possible Resolution:

1. In the row format, the first link to GL will be used for the account numbers for the first  company.
2. Select Link / Open Link Window.
3. Click 'New'.
4. Click 'Save' and close.  This will add another 'Link to GL' column for the account numbers for the second company.
5. Create a tree specifying the two companies as units.
6. In the reporting tree in Column Q (Row Link), select the link number that is appropriate for each company.
7. In the reporting tree in Column I  (Row Format), select the row format, for each unit that was created with the two links.
8. When creating Catalog, under the selection for the Row Format, check the box to 'Use Row Format(s) and Worksheet Links from Reporting Tree'.

Note:  Only 19 links can be created in the Row Format.