Creating a company based on an existing company’s 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

• 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.

To create a new company based on an existing company’s information

1. Click Add / Delete Companies > Create Company Based on Existing.
2. 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.
3. In the Enter a name for the new company text box, type the name of the new company.
4. Use the options in the Maintenance section to specify:
   • The time to run nightly maintenance.
   • The number of backups to keep.

5. 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).