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.
-
None is selected in the Enable Payments field.
-
The Sage Exchange
Processing Settings section in Payment Type Maintenance is
hidden until an option other than None is
selected in the Enable Payments field 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.
