Sage 100

This may not be the solution you're looking for but perhaps 7-2-2 

Similar to Steve, I had my best consultant make a copy of the database, perform the edits in that company, had the customer test in the duplicate company and sign off they were taking the risk.  We then made a backup of the database for posterity before reperforming the steps she documented (in SAP) on production.   Our fall back was to post all of the transactions in the GL to the old system if something went wrong and keep the adjusted system for reference of sub-ledgers in the case of future failure.

IF you consider a similar process, make sure you have the customer absolve you of any and all liability of performing an unsupported shrinking of the main account.

Alternatively, keep the current company and write some cross company queries and setup a new company with the requested segmentation.

What other modules do they have?  You could set up the GL in a new company, import the history (with restructured account number) and copy GL back to old company.  You would have to change all default accounts as well.  The GL accounts in the module history (AR, AP, IM etc) would be funky though.

Similar to Steve, I had my best consultant make a copy of the database, perform the edits in that company, had the customer test in the duplicate company and sign off they were taking the risk.  We then made a backup of the database for posterity before reperforming the steps she documented (in SAP) on production.   Our fall back was to post all of the transactions in the GL to the old system if something went wrong and keep the adjusted system for reference of sub-ledgers in the case of future failure.

IF you consider a similar process, make sure you have the customer absolve you of any and all liability of performing an unsupported shrinking of the main account.

Alternatively, keep the current company and write some cross company queries and setup a new company with the requested segmentation.

Thank you, everyone!

They have most of the modules, distribution, + PM, etc.

I like the idea of the company copy. I wonder if I made the new Account Key match the current key it would match up for the modules?? Then I just need to change the defaults & setups. 

I will start doing some testing. Thx!

What other modules do they have?  You could set up the GL in a new company, import the history (with restructured account number) and copy GL back to old company.  You would have to change all default accounts as well.  The GL accounts in the module history (AR, AP, IM etc) would be funky though.

Similar to Steve, I had my best consultant make a copy of the database, perform the edits in that company, had the customer test in the duplicate company and sign off they were taking the risk.  We then made a backup of the database for posterity before reperforming the steps she documented (in SAP) on production.   Our fall back was to post all of the transactions in the GL to the old system if something went wrong and keep the adjusted system for reference of sub-ledgers in the case of future failure.

IF you consider a similar process, make sure you have the customer absolve you of any and all liability of performing an unsupported shrinking of the main account.

Alternatively, keep the current company and write some cross company queries and setup a new company with the requested segmentation.

Throw a huge consulting fee at them, with clear caveats that it is absolutely not recommended, includes a very high possibility of data corruption in their critical GL history (and module reconciliation). 

Then mention using 7-2-2 is likely their best option.  See how fast they agree.

If they want to proceed, get it in writing that they accept all liability for their decision: even if you do the work, any problems are their responsibility.

What Kevin said. I've been through many different "hey can Sage do xyz or pdq" and I spent a TON of time researching and then the customer says that if it's not a free or $100 fix that they aren't interested. 

On all but my AA+ customers I almost always throw out a number in advance and phrase it like "if this is possible, I think your looking at $ x - should we keep looking at this?"

Over half of my customers will tell me that it's not that important to them. Unfortunately I only learned to take this approach in the last several years.

And, heck, now I do it with orphans too - especially those who are clearly just sending out the "sales@s-consult.com" cut/paste emails. As in, how likely am I to be able to fix someone's problem who is in Hawaii and has 8 different third-party solutions on a 100 user system and their complaint is instability and they're coming from a good reseller.  I would say 99.8% of the non-local tire kickers NEVER will even email back once they've gotten a round number idea of cost. I'm willing to help but I have already seen so many movies that are just like the one they want to show me that I think I should be paid to even go to the theater...

Throw a huge consulting fee at them, with clear caveats that it is absolutely not recommended, includes a very high possibility of data corruption in their critical GL history (and module reconciliation). 

Then mention using 7-2-2 is likely their best option.  See how fast they agree.

If they want to proceed, get it in writing that they accept all liability for their decision: even if you do the work, any problems are their responsibility.

Now, @Wayne Schulz - maybe you can talk the HI client into an on-site trip...

What Kevin said. I've been through many different "hey can Sage do xyz or pdq" and I spent a TON of time researching and then the customer says that if it's not a free or $100 fix that they aren't interested. 

On all but my AA+ customers I almost always throw out a number in advance and phrase it like "if this is possible, I think your looking at $ x - should we keep looking at this?"

Over half of my customers will tell me that it's not that important to them. Unfortunately I only learned to take this approach in the last several years.

And, heck, now I do it with orphans too - especially those who are clearly just sending out the "sales@s-consult.com" cut/paste emails. As in, how likely am I to be able to fix someone's problem who is in Hawaii and has 8 different third-party solutions on a 100 user system and their complaint is instability and they're coming from a good reseller.  I would say 99.8% of the non-local tire kickers NEVER will even email back once they've gotten a round number idea of cost. I'm willing to help but I have already seen so many movies that are just like the one they want to show me that I think I should be paid to even go to the theater...

Throw a huge consulting fee at them, with clear caveats that it is absolutely not recommended, includes a very high possibility of data corruption in their critical GL history (and module reconciliation). 

Then mention using 7-2-2 is likely their best option.  See how fast they agree.

If they want to proceed, get it in writing that they accept all liability for their decision: even if you do the work, any problems are their responsibility.

Nope. I've had a couple Hawaii customers and none have gone for it. I did have an Alaska customer once and they did fly me out. That was a LONG flight from the east coast in the center seat. 

Now, @Wayne Schulz - maybe you can talk the HI client into an on-site trip...

What Kevin said. I've been through many different "hey can Sage do xyz or pdq" and I spent a TON of time researching and then the customer says that if it's not a free or $100 fix that they aren't interested. 

On all but my AA+ customers I almost always throw out a number in advance and phrase it like "if this is possible, I think your looking at $ x - should we keep looking at this?"

Over half of my customers will tell me that it's not that important to them. Unfortunately I only learned to take this approach in the last several years.

And, heck, now I do it with orphans too - especially those who are clearly just sending out the "sales@s-consult.com" cut/paste emails. As in, how likely am I to be able to fix someone's problem who is in Hawaii and has 8 different third-party solutions on a 100 user system and their complaint is instability and they're coming from a good reseller.  I would say 99.8% of the non-local tire kickers NEVER will even email back once they've gotten a round number idea of cost. I'm willing to help but I have already seen so many movies that are just like the one they want to show me that I think I should be paid to even go to the theater...

Throw a huge consulting fee at them, with clear caveats that it is absolutely not recommended, includes a very high possibility of data corruption in their critical GL history (and module reconciliation). 

Then mention using 7-2-2 is likely their best option.  See how fast they agree.

If they want to proceed, get it in writing that they accept all liability for their decision: even if you do the work, any problems are their responsibility.

@Wayne Schulz - Do you still have the picture of the bear???

Nope. I've had a couple Hawaii customers and none have gone for it. I did have an Alaska customer once and they did fly me out. That was a LONG flight from the east coast in the center seat. 

Now, @Wayne Schulz - maybe you can talk the HI client into an on-site trip...

What Kevin said. I've been through many different "hey can Sage do xyz or pdq" and I spent a TON of time researching and then the customer says that if it's not a free or $100 fix that they aren't interested. 

On all but my AA+ customers I almost always throw out a number in advance and phrase it like "if this is possible, I think your looking at $ x - should we keep looking at this?"

Over half of my customers will tell me that it's not that important to them. Unfortunately I only learned to take this approach in the last several years.

And, heck, now I do it with orphans too - especially those who are clearly just sending out the "sales@s-consult.com" cut/paste emails. As in, how likely am I to be able to fix someone's problem who is in Hawaii and has 8 different third-party solutions on a 100 user system and their complaint is instability and they're coming from a good reseller.  I would say 99.8% of the non-local tire kickers NEVER will even email back once they've gotten a round number idea of cost. I'm willing to help but I have already seen so many movies that are just like the one they want to show me that I think I should be paid to even go to the theater...

Throw a huge consulting fee at them, with clear caveats that it is absolutely not recommended, includes a very high possibility of data corruption in their critical GL history (and module reconciliation). 

Then mention using 7-2-2 is likely their best option.  See how fast they agree.

If they want to proceed, get it in writing that they accept all liability for their decision: even if you do the work, any problems are their responsibility.

I don't think so. Now that I'm in the country I do have a few pictures of Bobcat trying to get at my chickens if that counts..

@Wayne Schulz - Do you still have the picture of the bear???

Nope. I've had a couple Hawaii customers and none have gone for it. I did have an Alaska customer once and they did fly me out. That was a LONG flight from the east coast in the center seat. 

Now, @Wayne Schulz - maybe you can talk the HI client into an on-site trip...

What Kevin said. I've been through many different "hey can Sage do xyz or pdq" and I spent a TON of time researching and then the customer says that if it's not a free or $100 fix that they aren't interested. 

On all but my AA+ customers I almost always throw out a number in advance and phrase it like "if this is possible, I think your looking at $ x - should we keep looking at this?"

Over half of my customers will tell me that it's not that important to them. Unfortunately I only learned to take this approach in the last several years.

And, heck, now I do it with orphans too - especially those who are clearly just sending out the "sales@s-consult.com" cut/paste emails. As in, how likely am I to be able to fix someone's problem who is in Hawaii and has 8 different third-party solutions on a 100 user system and their complaint is instability and they're coming from a good reseller.  I would say 99.8% of the non-local tire kickers NEVER will even email back once they've gotten a round number idea of cost. I'm willing to help but I have already seen so many movies that are just like the one they want to show me that I think I should be paid to even go to the theater...

Throw a huge consulting fee at them, with clear caveats that it is absolutely not recommended, includes a very high possibility of data corruption in their critical GL history (and module reconciliation). 

Then mention using 7-2-2 is likely their best option.  See how fast they agree.

If they want to proceed, get it in writing that they accept all liability for their decision: even if you do the work, any problems are their responsibility.

Found it.....

I am returning from visiting a client in the great outdoors of Alaska -- and when I was pulling up to the rental car road early this morning I saw this. Luckily my camera was ready but it was a little blurry....<o:p></o:p>

I don't think so. Now that I'm in the country I do have a few pictures of Bobcat trying to get at my chickens if that counts..

@Wayne Schulz - Do you still have the picture of the bear???

Nope. I've had a couple Hawaii customers and none have gone for it. I did have an Alaska customer once and they did fly me out. That was a LONG flight from the east coast in the center seat. 

Now, @Wayne Schulz - maybe you can talk the HI client into an on-site trip...

What Kevin said. I've been through many different "hey can Sage do xyz or pdq" and I spent a TON of time researching and then the customer says that if it's not a free or $100 fix that they aren't interested. 

On all but my AA+ customers I almost always throw out a number in advance and phrase it like "if this is possible, I think your looking at $ x - should we keep looking at this?"

Over half of my customers will tell me that it's not that important to them. Unfortunately I only learned to take this approach in the last several years.

And, heck, now I do it with orphans too - especially those who are clearly just sending out the "sales@s-consult.com" cut/paste emails. As in, how likely am I to be able to fix someone's problem who is in Hawaii and has 8 different third-party solutions on a 100 user system and their complaint is instability and they're coming from a good reseller.  I would say 99.8% of the non-local tire kickers NEVER will even email back once they've gotten a round number idea of cost. I'm willing to help but I have already seen so many movies that are just like the one they want to show me that I think I should be paid to even go to the theater...

Throw a huge consulting fee at them, with clear caveats that it is absolutely not recommended, includes a very high possibility of data corruption in their critical GL history (and module reconciliation). 

Then mention using 7-2-2 is likely their best option.  See how fast they agree.

If they want to proceed, get it in writing that they accept all liability for their decision: even if you do the work, any problems are their responsibility.

Holy crap!  Was that for real, @Wayne Schulz?

Found it.....

I am returning from visiting a client in the great outdoors of Alaska -- and when I was pulling up to the rental car road early this morning I saw this. Luckily my camera was ready but it was a little blurry....<o:p></o:p>

I don't think so. Now that I'm in the country I do have a few pictures of Bobcat trying to get at my chickens if that counts..

@Wayne Schulz - Do you still have the picture of the bear???

Nope. I've had a couple Hawaii customers and none have gone for it. I did have an Alaska customer once and they did fly me out. That was a LONG flight from the east coast in the center seat. 

Now, @Wayne Schulz - maybe you can talk the HI client into an on-site trip...

What Kevin said. I've been through many different "hey can Sage do xyz or pdq" and I spent a TON of time researching and then the customer says that if it's not a free or $100 fix that they aren't interested. 

On all but my AA+ customers I almost always throw out a number in advance and phrase it like "if this is possible, I think your looking at $ x - should we keep looking at this?"

Over half of my customers will tell me that it's not that important to them. Unfortunately I only learned to take this approach in the last several years.

And, heck, now I do it with orphans too - especially those who are clearly just sending out the "sales@s-consult.com" cut/paste emails. As in, how likely am I to be able to fix someone's problem who is in Hawaii and has 8 different third-party solutions on a 100 user system and their complaint is instability and they're coming from a good reseller.  I would say 99.8% of the non-local tire kickers NEVER will even email back once they've gotten a round number idea of cost. I'm willing to help but I have already seen so many movies that are just like the one they want to show me that I think I should be paid to even go to the theater...

Throw a huge consulting fee at them, with clear caveats that it is absolutely not recommended, includes a very high possibility of data corruption in their critical GL history (and module reconciliation). 

Then mention using 7-2-2 is likely their best option.  See how fast they agree.

If they want to proceed, get it in writing that they accept all liability for their decision: even if you do the work, any problems are their responsibility.

Ha - no - I think this was from the Anchorage airport and it was either in a dark lobby or just outside. The picture looks almost believable because the quality is not great. Not real. Well, I think it was real at one time but it's now a stuffed animal in an airport lobby if I remember correctly.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT
------------------------------


Original Message:
Sent: 07-18-2023 08:51
From: Brett Zimmerman
Subject: Reducing GL Structure

Holy crap!  Was that for real, @Wayne Schulz?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 07-17-2023 23:05
From: Jeff Schwenk
Subject: Reducing GL Structure

Found it.....

I am returning from visiting a client in the great outdoors of Alaska -- and when I was pulling up to the rental car road early this morning I saw this. Luckily my camera was ready but it was a little blurry....<o:p></o:p>

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
(540) 221-4444


Original Message:
Sent: 07-17-2023 19:07
From: Wayne Schulz
Subject: Reducing GL Structure

I don't think so. Now that I'm in the country I do have a few pictures of Bobcat trying to get at my chickens if that counts..

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT


Original Message:
Sent: 07-17-2023 18:44
From: Jeff Schwenk
Subject: Reducing GL Structure

@Wayne Schulz - Do you still have the picture of the bear???

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
(540) 221-4444


Original Message:
Sent: 07-17-2023 17:05
From: Wayne Schulz
Subject: Reducing GL Structure

Nope. I've had a couple Hawaii customers and none have gone for it. I did have an Alaska customer once and they did fly me out. That was a LONG flight from the east coast in the center seat. 

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT


Original Message:
Sent: 07-17-2023 17:03
From: Beth Bowers
Subject: Reducing GL Structure

Now, @Wayne Schulz - maybe you can talk the HI client into an on-site trip...

------------------------------
Beth Bowers
(269) 358-0989


Original Message:
Sent: 07-17-2023 16:53
From: Wayne Schulz
Subject: Reducing GL Structure

What Kevin said. I've been through many different "hey can Sage do xyz or pdq" and I spent a TON of time researching and then the customer says that if it's not a free or $100 fix that they aren't interested. 

On all but my AA+ customers I almost always throw out a number in advance and phrase it like "if this is possible, I think your looking at $ x - should we keep looking at this?"

Over half of my customers will tell me that it's not that important to them. Unfortunately I only learned to take this approach in the last several years.

And, heck, now I do it with orphans too - especially those who are clearly just sending out the "sales@s-consult.com" cut/paste emails. As in, how likely am I to be able to fix someone's problem who is in Hawaii and has 8 different third-party solutions on a 100 user system and their complaint is instability and they're coming from a good reseller.  I would say 99.8% of the non-local tire kickers NEVER will even email back once they've gotten a round number idea of cost. I'm willing to help but I have already seen so many movies that are just like the one they want to show me that I think I should be paid to even go to the theater...

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT


Original Message:
Sent: 07-17-2023 16:21
From: Kevin Moyes
Subject: Reducing GL Structure

Throw a huge consulting fee at them, with clear caveats that it is absolutely not recommended, includes a very high possibility of data corruption in their critical GL history (and module reconciliation). 

Then mention using 7-2-2 is likely their best option.  See how fast they agree.

If they want to proceed, get it in writing that they accept all liability for their decision: even if you do the work, any problems are their responsibility.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON