Creating new Company

SOLVED

Hello, 

We are setting up a new company, is there away to copy over from another like company just the setup options and module configuration but not the data??  Or can we duplicate a company that is similar to the new company and wipe out the data?? 

Thank you...

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  • +1
    verified answer

    The GL setup wizard for a new company allows you to copy GL structure, accounts from an existing company.  File - Run - SVTRNA helps copy some AR / AP / IM data.  Going through the module options are quick... just have the "source" company option screen open as you go through the wizard.  VI imports for anything else.

    Copy / purge is not recommended.  It is a lot more work than you'd guess (and some things can't really be reset easily).

  • 0 in reply to Kevin M

    SVTRNA will copy over Divisions and Vendors, Customers, Terms, Inventory Product lines and items.  No history.

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