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

Step-by-step guide

StepsDescription
To add a new company
  1. Go to Companies

Type Companies in search box to open the page

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

  • Enter Company Name into the new row then click "OK"

3. Go to the new company 
  • Click "Select Company" then change to the new company

To create master data for the new company by copy function
4. Go to Configuration Worksheet

Type Configuration Worksheet in search box to open the page 

5. Copy Data from Existing Company

  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:

4. To Copy data from existing company (e.g. copy Chart of Account from existing company)

Select Action Tab => "Copy Data from Company..." button

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

click Copy Data to copy the data from selected company (multiple select table if more then 1 table need to copy).

click OK when all table it intended to copy the data from selected company is done

General Setup
General setup for the new company
  • 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)
  • No labels