Merging of two companies in SAP

[mconstante_acceso_com]

Hi everyone!

I would like to know if SAP By Design offers a tool that helps with the merging of two companies. These two companies are running in the same SAP tenant and we need to transfer the 2019 movements from the company that will end the activity to the one that will result of the merging.

This would be an ideal scenario, but in case there is an alternative that helps with the merging will be helpful.

Thank you in advance for any help.

Alex.

[marlene_katzschner · Accepted solution]

Hi Alex,
let me summarize your requirement as I understood it.
You have company A and company B. Both companies are active and you want to merge them back as per Jan 1st. Now you would like to move all transactions (invoices, orders, financial postings) and master data (employees, fixed assets, materials, etc.) from company B to company A?

For me is looks as migration of data of company B to company A (similar to go live with a new business area in case of a phased approach).

Usually our recommendation for mid year migration is to migrate as per key data. E.g. if you plan to migrate as per April 1st, we do migration with the March 31st data.

It is not recommended to migrate as per December 31st and enter all data from Jan - March again, because you will face various issues (e.g. yo have to backdate all data to ensure consistent data. What is with the tax declaration all ready created back? Don't underestimate the efforts for duplicating the data...)

So please consider for your merge a key data. Keep the earlier history in the old system and all data from key data are created in the new system. Please ensure, that the old data are no longer processed (do not post goods issues for open but migrated Sales Orders, e.g.).

Best regards

Marlene

[mconstante_acceso_com · Accepted solution]

Hi Marlene,

You understood it right, the merging date is planned to be November 30th but we need to move all transactions and master data to Jan 1st 2019 from company B to company A. I know it seems a bit odd, but this is what direction has asked me to do and for that reason I am trying to figure out how. I would like you to clarify me, does SAP by Design offers any merging tool or we only have migration files?

Thanks for your answer! Your help is much appreciated.

Best,

Alex

[JohnMeadows]

You may like to read this blog from thomas.meder on this very subject.

https://blogs.sap.com/2018/06/07/merger-of-companies/

John Meadows

[marlene_katzschner]

Hi Alex,

standard does not offer any merging tools, only migration.
From a former customer project, where I was involved, years back I can only say that manual re-entering of data is frustration and error prone. Even the merge as per key date will be quiet difficult, because certain master data cannot be easily reassigned (e.g. fixed assets belong to a company, so the asset would be a new).

If your management is really requesting the same, maybe you can achieve it the merge with some clever reports. Question would be how to handle the intercompany transactions in e.g. balance sheet - this question has to be evaluated as well.

Good luck!
Marlene
PS: There are options for data extractions which extract data in the format of migration. Maybe this helps you.

[mconstante_acceso_com]

Hi Marlene,

I already have searched the options for data extractions, but I haven't found any data extractions associated with open items, payables, receivables nor assets. The steps I have followed in the system are the following: Application and User Management --> Data Extractions (see capture1.png). Is there another WC where I can have access to more data extractions?

Another option we are contemplating in case the merging is effective by November 30th is to migrate monthly balance accounts from Jan until Nov so that the accumulated of balances be equal to merging balances and when the merging takes place we would then migrate open items data. With that, we could then generate a balance with an aggregated balance of the two companies and we would be able to exclude through reporting all merging data in case we only want to see the results of company A. If you understand the procedure I am thinking of doing do you have any advice or you see any issue?

Thanks a lot for your advice, much appreciated!

Alex