SAGE 50 US - merge companies and report showing change in price

Hi 

Two questions:

1 - When I memorize a report and the following year if any prices change it will not update the new prices.   Is there a report to show me any price changes. Or can I create one?

Example Manlift was 11409 and now it’s 12000.  I added a note but how can I run a report showing the old cost and now the new cost during a certain period?

 

2 - Within the next year or so we would like to merge companies into one main company but the sub companies would be labeled as DBA.  I understand that they all have to fall under the same yearly billing.  I saw a Consolidation option but I do not think that is what I wanted.

Heather Network – main company / Company 2 / Company 3 / Company 4 / Company 5


Is there a easy way to merge companies and keep all the old invoices, quotes, proposals, etc to be moved overed?

Thank you Heather

  • 0

    You can try looking at the Item Costing Report as that will give you the costing history on the left side of it.  Otherwise we could write something custom in Crystal but there is not a table that holds the actual unit costs by time frame but we could pull the information by grabbing the cost from the purchase transactions.  Let me know when you are ready to merge companies.  It is definitely not easy but I just helped a client that had 2 Sage companies but they were the same EIN and the new CFO wanted to combine them.  The history doesn't come but we can bring over some order history for easier lookups and the related beginning balances.  The consolidation function you mentioned is more for reporting as it can combine up Mutiple general ledger balances together but again its only balances and not any detail.  [email protected]  

  • 0 in reply to bottomline

    Thank you John for your help.  I will let my boss know and see what he would like to do.