Procedure for adding a new company?

Yahoo Archive
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We are still in Vantage 8 and E9 may be different but we have found no smart way to do this other than brute force.

What we have done (painful) is to take a screen shot (we use Snag-It instead of standard screen shots) of each page in Company and entered identical or similar info in the new company. You will soon find that you have to have the chart of accounts loaded too and the same story goes there.

All the info in Company and for the GL is stored in tables so I suppose you might be able to automate this but manual is what we've used.


--- In vantage@yahoogroups.com, "Clive" <clive.1972@...> wrote:
>
> After a very recent job change I'm now working in an environment that is running V8 with mutiple companies (Progress DB, I'm sorely missing MS SQL), something I'm not familiar with and have only briefly looked at.
>
> I'm at a loss as to the best way to create a new company, other than blindly stumbling through the admin tools and adding one.
>
> Is there a kind soul who could give me a few pointers, it's a public holiday on Monday in the UK so I doubt I could get help from Epicor until Tuesday.
>
> Thanks.
>
2
After a very recent job change I'm now working in an environment that is running V8 with mutiple companies (Progress DB, I'm sorely missing MS SQL), something I'm not familiar with and have only briefly looked at.

I'm at a loss as to the best way to create a new company, other than blindly stumbling through the admin tools and adding one.

Is there a kind soul who could give me a few pointers, it's a public holiday on Monday in the UK so I doubt I could get help from Epicor until Tuesday.

Thanks.