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Small and medium business | Business Central, N...
Answered

Add a new company having the same master files and setup from the existing but empty transaction

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Posted on by 47

We have 3 companies in NAV2015 and I needed to add a new company having the same master files and setup from the existing (such as  chart of accounts, vendors, items, posting groups, etc.) but no transactions. How & what is the easiest way to do that in NAV2015? 

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  • Verified answer
    Tech-Lucky Profile Picture
    1,267 Super User 2025 Season 2 on at

    Hi,

    This feature is unavailable in the NAV2015 but you can use the configuration package to export all required tables data and import them into the blank company. do not include the transaction tables in the configuration package.

    Please mark my answer as verified if this was helpful.

  • Suggested answer
    NAV_with_Narang Profile Picture
    2,294 Moderator on at

    As suggested, the only way you have for NAV 2015 is doing a manual import/export through a configuration package. You can contact your partner for any technical assistance if required

  • fhg-fic Profile Picture
    47 on at

    is there a step-by-step link for doing this via config package (export/import w/o tran tables)?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    There is no step by step guide available for this that will make sure you cover every table that is required in your setup.

    That has to be evaluated case by case.

    If you find the database information in your system you can get a list of all the tables in a specific company that holds data.

    Then you need to include all the tables that are not transaction related.

    The best approach would be to work together with your partner on this case so you make sure you do not miss out on some data that is important to have your system working.

    If I got this request as a partner I would probably end up creating a copy of the company and then go in and delete all transaction related data instead of trying to move the setup. There are usually less transactional tables that needs to be handled than the number of setup tables that needs to be handled.

    This is not a documented or supported approach but can be very efficient if it is performed by someone who knows the Dynamics NAV data structure well enough.

  • Suggested answer
    YUN ZHU Profile Picture
    95,729 Super User 2025 Season 2 on at

    Hi, The following is a simple description in BC, and it is basically the same in NAV, hoping to give you some hints.

    https://yzhums.com/4286/

    And, in this wave of BC, Microsoft released the following new feature, but this is only available in the latest version.

    https://yzhums.com/35196/

    Thanks

    ZHU

  • fhg-fic Profile Picture
    47 on at

    Just saw the recent posts though I'm already done with the new company. I used configuration packages and just deleted manually all transactions-related entries. Will do some testing if all setups related to configurations are intact like posting groups. Thanks for all the helps

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