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Company Acquisition Wizard

The Acquisition Wizard is used when one company merges with, or is acquired by, another company. The wizard walks you through the process of combining the data records of the two companies, allowing you to select which data will be transferred, as well as the status of the acquired company.

The Company Acquisition Wizard is run from the Company Profile of the company being acquired.

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A

Admin Tools button

Click to display a menu, and select Merger/Acquisition.

Note: If the Admin Tools button is not in your Toolbar, you do not have permission to use company wizards.

 
Step 1: Read Welcome Screen

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B

Next button

Click to display the next step of the wizard.

 
Step 2: Select Acquiring Company

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C

Acquiring Company list

Click on the list arrow to display a window listing of all the companies in your system.

D

Company window

Locate the acquiring company, and click on its company record to select it.

Note: You can page through the list using the navigation arrows, or use the Search option by entering the first few letters of the company name into the Search field and click on the icon.

E

Next button

Click to display the next step of the wizard.

 
Step 3: Set Status of Acquired Company

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F

Company Status list

Select the status you want assigned to the company being acquired.

G

Next button

Click to display the next step of the wizard.

 
Step 4: Select Items to be Assigned to Acquiring Company

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H

Item check boxes

Click inside the check box for each item that you want to transfer to the acquiring company. To select all items, click in the Item check box at the top of the list.

Note: Contracts are selected individually in the next step of the wizard.

I

Next button

Click to display the next step of the wizard.

 
Step 5: Select Contracts to be Assigned to Acquiring Company

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J

Contract check boxes

Click inside the check box for each contract that you want to transfer to the acquiring company. To select all contracts, click in the check box at the top of the list.

K

Search option

To quickly locate a contract, enter the first few characters of the contract number, or other identifier, in the Search field, and click on the Icon Magnifyer icon. To clear the filter, click on the Icon Search Clear icon.

L

Next button

Click to display the next step of the wizard.

 
Step 6: Review Company Acquisition Summary

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M

Company Acquisition Summary

Ensure all the items and contract you want to transfer are listed before proceeding.

N

Finish button

Click to complete the Company Merger/Acquisition Wizard.

Note: The Wizard directs you to the Company Profile of the acquiring company. The Wizard will also update the status of the acquired company, and add the name of the acquired company as an additional name (FKA) to the acquiring company.

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