About creating a company based on existing company information
About creating a company containing no existing company information
Using the Create Company Based on Existing utility can save you a lot of time and effort when creating new companies.
Before you start
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Determine whether an existing company is a good match for your new company.
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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.
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Make sure you have sufficient hard disk space to create the new company (at least 50 megabytes to start, with space to grow).
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Make sure your network administrator has given you Write access to the selected drive.
To create a new company based on an existing company’s information
- Click Add / Delete Companies > Create Company Based on Existing.
- From the Select the source company list, select the name of the existing company you want to use as the basis for the new company.
- In the Enter a name for the new company text box, type the name of the new company.
- Use the options in the Maintenance section to specify:
- The time to run nightly maintenance.
- The number of backups to keep.
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Click [Create Company].
A status message in the lower left corner of the tab displays the progress of company creation.
After creating the new company
- Enter company information on the 7-1 Company Information window Sage 100 Contractor.
- Use the 1-8 General Ledger Setup window in Sage 100 Contractor to set up your accounting structure, fiscal year date, current period, and inventory valuation method (if you have the Inventory Add-on Module).