Please see the steps below for create a new company and copy the master data from existing company.

The set up company steps for the user who use Business Central cloud version.

Step-by-step guide

StepsDescription
To add a new company
  1. Go to Companies

Type Companies in search box to open the page for Companies

2. Create new company
  • Click "NEW" button to add a new company 

3. The create new company wizard opens.

  • Click Next

4. Enter a name for the new company and select the option:

(1) Enter the company name

(2) Select the option Create New - No Data

Remarks:

The setup wizard offers three templates and a blank option:

  • Evaluation - Sample Data
    This creates a company that is similar to the demonstration company with sample data and setup data.
  • Production - Setup Data Only
    This creates a company that is similar to My Company with setup data but without sample data.
  • Advanced Evaluation - Complete Sample Data This creates a company with setup data and complete sample data for all features, including Manufacturing and Service Management.
  • Create New - No Data
    This creates a blank company without setup data.
5. Go to the new company 
  • Go to My Setting
  • Click "Select Company" then change to the new company

To create master data for the new company by copy function

When you are setting up a company in a database that already has one or more companies that have data you want to use in your new company, you can use the Copy Data from Company function to copy data between companies in the same database.

4. Create Configuration Worksheet

Type Configuration Worksheet in search box to open the page 

  1. On the Config. Worksheet page, choose the Edit List action.

  2. On the first line, in the Line Type field, select Table.

  3. In the Table ID field, select the table that you want to add to your configuration and copy data from existing company

Remarks: Lint Type for Area and Group use for categorize and group in the worksheet only.

Example:

5. Copy Data from Existing Company
  1. On the configuration worksheet, click Process and then Copy Data from Company.

2.  Select 'Copy From" company, then select the table in the list

     (1) Select Company it copy data from

          The Copy Company Data page displays the tables you inserted in the configuration worksheet. If a table is not displayed, it means that the table already contains records

     (2) Select the lines you want to copy the data from

     (3) Click "Copy Data" when all table it intended to copy the data from selected company is done

General Setup
General setup for the new company

Generally,  following master data is company specific and those data will not setup by copy from existing company.  

User must setup the data manually or use configuration package to import the master data.

*Please note, the list below shows the basic set up for Business Central only.  

  • Company Information
  • Accounting Period
  • No. Series
  • Dimensions and Dimension Value
  • General Ledger Setup
  • Inventory Setup
  • Sales & Receivable Setup
  • Purchase & Payable Setup
  • Report Selection (if any)
  • IC Partner (if any)
  • Change Log Setup (if any)
  • Fixed Assets Setup (if any)
  • Marketing setup (if any)
  • Assembly setup (if any)
  • Other master data it is not use the copy function to copy from other company
  • Other specific setup it not included in above (the setup above for general setup only)
  • Customer / Vendor / Item etc.
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