Create and Activate a Company

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You must create and activate the companies for which data will be processed. Each company is identified using a three-character company code. Within the modules, you can set up data files for each company.

If you are creating companies that contain similar information, you can create companies from an existing company by copying information from the source company. For more information, see Copy a Company.

Note  At least one company must be set up before the system can be enabled.

You must create a company before you can start using the product. After you create the company, your modules are automatically activated and ready to be set up. To set up each module, use the Options task on the Setup menu.

You can also create a payroll-only company to preserve your Payroll data as of a particular date. You can then use that company for W-2 printing at some point later in the year. Only the Payroll, Business Insights, Common Information, and General Ledger modules are accessible in a payroll-only company.

To create and activate a company

  1. Use either of the following methods to access Company Maintenance:

  2. Log on to Sage 100 using the Administrator account. In the Administrative Tools window, click Company Maintenance.

  3. Select Library Master Main menu > Company Maintenance.

  1. Enter a company code and company name. For more information, see Company Maintenance - Fields.

  2. Enter the information appropriate to your company, including the federal ID number.

  3. Click Activate to activate one or more modules.

  4. A message appears asking if you want to save the new company. Click Yes.

  5. In the Activate Module window, select the module(s) to activate and click Proceed. This process creates data files for each selected module for the company. For more information, see Activate Module - Fields.

  6. In Company Maintenance, verify that the modules you selected appear in the Activated Modules area of the window.

Note The demo data company codes are automatically created and activated if they were selected during the installation process.

A company is created and activated.

Create a company

Create a payroll-only company

 

To create a company

  1. Select Library Master Main menu > Company Maintenance.

  1. Enter a company code and company name. For more information, see Company Maintenance - Fields.

  2. Continue entering information and setting preferences for your company.  

  3. Click Accept.

Your company is created and your modules are ready to be set up.

 

To create a payroll-only company

  1. Update any outstanding pay cycles. For more information, see Process Payroll.

  2. Select Library Master Main menu >  Company Maintenance.

  3. Click the Create P/R Only Co. button.

  4. In the Create Payroll-Only Company window, enter a company code, and then click Accept. For more information, see Create Payroll-Only Company - Fields.

Your existing Payroll, Business Insights, Common Information, and General Ledger information is copied into the new company.