5.1 Adding a company

You can get the Master File Table Import/Export Tools from Epicor

Dan Tisone
Operations / IT Consultant
dan.tisone@...
(949) 440-3685 x148
Cel (714) 227-4173





-----Original Message-----
From: Paul Siebers [mailto:paul.siebers@...]
Sent: Monday, May 05, 2003 1:44 PM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] 5.1 Adding a company


Short but sweet;

When adding a new company to Vantage, is there a way to copy any
information from an existing company, rather than entering the same
information again in modules (thrilled at the idea of entering all those
GL accounts....)

For extra credit:
I would like to be able to be picky as to what gets "carried over".
Some things don't apply for the new company...

Any hints?


TIA,

Paul Siebers


Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to
http://docs.yahoo.com/info/terms/
Short but sweet;

When adding a new company to Vantage, is there a way to copy any information
from an existing company, rather than entering the same information again in
modules (thrilled at the idea of entering all those GL accounts....)

For extra credit:
I would like to be able to be picky as to what gets "carried over". Some
things don't apply for the new company...

Any hints?


TIA,

Paul Siebers
We did this a few years ago, on 4.0, with Epicor's help. I'd have to look
up how much that cost, I don't remember off the top of my head. But, we
went through and selected the master files that we wanted copied over into
the new company, and they did that for us.

Christine Hansen
Controller
Herker Industries, Inc.


-----Original Message-----
From: Paul Siebers [SMTP:paul.siebers@...]
Sent: Monday, May 05, 2003 3:44 PM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] 5.1 Adding a company

Short but sweet;

When adding a new company to Vantage, is there a way to copy any
information
from an existing company, rather than entering the same information again
in
modules (thrilled at the idea of entering all those GL accounts....)

For extra credit:
I would like to be able to be picky as to what gets "carried over". Some
things don't apply for the new company...

Any hints?


TIA,

Paul Siebers


Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/