Creating a company based on an existing company’s information
About creating a company containing no existing company information
Setting up new companies from scratch can be very time-consuming, so Sage 100 Contractor provides a convenient utility that creates a new company based on information in an existing company. If you have an existing company with a similar structure that uses the features you want to use in a new company, the Create Company Based on Existing utility can save you a lot of time and effort.
When you use this method to create a new company:
- The Create Company Based on Existing utility populates the new company database with select information from the existing company. Transactions are not transferred to the new company.
- The new company's default posting period is set to the same posting period as the existing company. If necessary, you can change the default posting period for the new company using the Change Period feature in the Sage 100 Contractor 1-6 Period/Fiscal Year Management window.
Note: Do not use this feature to create backup copies of your data. Sage 100 Contractor provides a separate, convenient method to back up company data on a regular basis. For more information, see Backing up a company database.
Before creating a company based on an existing company
Before creating a new company from an existing company, you should:
-
Determine whether an existing company is a good match for your new company.
-
Make sure that you have exclusive access to the existing company database. You can create a new company from an existing company only if you have exclusive access to the database.
-
Make sure you have sufficient hard disk space to create the new company (at least 50 megabytes to start, with space to grow).
-
Make sure your network administrator has given you Write access to the selected drive.
Information transferred to the new company
Information transferred to the new company includes:
|
Type |
Includes, but not limited to |
|---|---|
|
List data |
Clients General Ledger Accounts Employees Cost Codes Parts Vendors |
|
External files with no job reference |
Takeoff template files Takeoff grid files Bitmap images for clients, employees, and so on Attachments |
Note: The program does not transfer balances for these records.
If a field within a table contains transactional data, it is not copied.
|
Type |
Includes, but not limited to |
|---|---|
|
Transactional data directly related to jobs |
Accounts receivable Field reports Inventory allocations Payroll records |
|
Transactional data contained in a field within a table |
Accounts payable—beginning balance and ending balance Employees—Qtr1 gross, Qtr2 gross, and so on Ledger accounts—beginning balance and ending balance |