You can copy a complete set of data from
one company to another. In the new company:
-
Customer credit
card information for the destination company is securely stored
in a new Sage Exchange vault-only account.
-
The Enable
Credit Card Processing check box and other check boxes
in Company Maintenance are cleared.
-
The Sage Exchange
Processing Settings section in Payment Type Maintenance is
hidden until the Enable Credit Card Processing check box is
selected in Company Maintenance for the destination company.
-
PDF documents
created using Paperless Office are not copied with company
data.
Before
You Begin
To copy a company
-
Use any of the following methods
to access Company Maintenance:
-
Log on to the
software as the Administrator. The Administrative Tools screen
appears. Click Company Maintenance.
-
Select Library
Master Main menu > Company Maintenance.
-
Enter a company code and company
name, and then click Copy. For
more information, see Company Maintenance
- Fields.
-
In the Copy
Data window, in the Source Company field, enter the company
from which to copy. For more
information, see Copy Data - Fields.
-
Select the Data check box
corresponding to each module from which to copy data.
Note The Common
Information and General Ledger check boxes cannot be cleared.
-
Select the Forms check box
corresponding to each module from which to copy forms, and click
Proceed.
-
Click Yes when a message appears
asking to copy all data files to the selected company.
-
Click Accept.
A new company is created from an existing company.
