Best Of

Hi User_CB63L,

Have you seen CDuf's suggestion? Let us know.

-Lyka

At some point, you will need to migrate the trial balance from the old subsidiary, and at that point, you'll need to ensure that all inventory is moved to the new subsidiary at the same time. This will truly 'migrate' all data off of the old subsidiary, and allow you to inactivate it.

~angela

Thanks for your help! Disappointed to find the solution for this isn't available but I did "upvote" the enhancement request as this would be very helpful to me and my team.

Thanks again for the information!

Thank you @Angela Bayliss

Gradually, we are phasing out transactions with the old subsidiary and plan to deactivate it by the end of the current month. I have completed all necessary steps except for merging customers and vendors. To ensure inventory availability across all subsidiaries, I have enabled the inclusion of children.

Following the entity merge, we will initiate new transactions using the primary subsidiary and address any pending transactions associated with the old subsidiary. Subsequently, we will transfer the balances from the old subsidiaries to the primary accounts after closing all pending transactions. I just want to confirm the feasibility of this approach.

I really appreciate your help!

Greetings, everyone! We have a fellow member, @GiCo74 , who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hello there! We hope you can let the community know which comment/s was/were most helpful for you by clicking on YES on the "Did this answer your question?". Thanks!

Yay! I hope you're able to implement this with no issues @User_I4Z2V ! Have a great day ahead. ☺️

@User_I4Z2V ,

Yes. You may choose this from the Custom Forms field dropdown when creating a transaction. That would allow you to choose the form you created for a specific company to choose that specific logo as well.

Thanks for your comment, @User_2H4L6 !

As I've just mentioned in my comment as well:

I can confirm that this is a good workaround to what you'd like to achieve as well, @User_I4Z2V ! ☺️

@User_I4Z2V

I'm not sure there is a more convenient solution, but what we did is create a custom form for each of the different logos to be displayed in the PDF form, then set the Print Template to the advanced pdf/html template that contains a specific logo. That means you will need 2 custom forms and 2 advanced pdf/html templates if you want to display different logos on pretty much the same form.

Then a workflow can be developed to select which custom form is a default based on different user criteria, such as department, subsidiary, and etc.

Hope this helps.