Global Change Division Consolidation

Note: This update represents only a portion of the AMS360 23R1 release. Please navigate to AMS360 2023 R1 Release Notes to review other enhancements and fixes that were part of the release.

Note: If you have an integration with either WorkSmart / ImageRight or BenefitPoint, you should contact your Vertafore Account Manager as to how these moves might affect those integrated products. If changes are needed in these integrated products, it may result in a professional services engagement.

You can consolidate a division into another division within the AMS360 Administration Center. This process allows you to perform division consolidations within the application, thereby providing a faster turnaround in handling organizational restructuring.

All Business Units with the From Division will have their division changed to the To Division everywhere in AMS360. As a result, no record will remain of the From Division (i.e., as if it never existed), since all records will have been changed to the To Division.

This includes all types of data in AMS360, including all accounting transactions—both past and future—and all data that has a From Division business unit. This includes inter-divisional accounting transactions plus business-unit splits on policies.