Question:
Mike: We are setting up a new company in Sage 100Cloud and want to know if we can copy Accounts Receivable, Accounts Payable and Inventory Master files from an old company into a new company.
Answer:
- The simple answer is yes. First you will need to setup the new company. You can setup the General Ledger first using the General Ledger Options and selecting Create the Account Structure and Copy From Another Company. You can then edit the General Ledger Accounts if needed in General Ledger Account Maintenance and Main Account Maintenance.
- We would also always suggest testing everything in a backed up Company first.
- Next you will use the Utility SVTRNA. Go File, Run and then type in SVTRNA as shown below:
- If you have Divisions in the old Company you will want make sure you have Divisions in the new company. The screen will show as below and you will want to each Masterfile on at a time, click Proceed and follow the prompts.If you have questions, please contact us at www.caserv.com or 760-618-1395. Please stay tuned for more helpful Sage 100cloud tips and tricks.
Mike Renner – Partner
WAC Solution Partners
local: 760.618.1395 | toll free: 866.400.0WAC (0922) | mobile: 253.861.3120
Single Source Provider of Turnkey Business Accounting & Management Software
