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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / How to create a new co...
Microsoft Dynamics NAV (Archived)

How to create a new company using an existing company

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Posted on by Community Member

Hello,

We have NAV 5.0 (SP1). Currently we have three companies setup Retail, Corporate and Russell in our database. We want to have a new company (new clean company to start fresh in) setup named Apparel. So that when I open the database I will have Retail, Russell, Corporate and Apparel. This new company (Apparel) needs to be a duplicate of the Russell company as I need the modifications we made in Russell to also be in the Apparel company.

How do I accomplish this task? Really appreciate help.

Oswald

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  • Suggested answer
    Aleksandar Totovic Profile Picture
    Aleksandar Totovic 16,765 on at

    You need to make backup of Russell company. Then change name of Russell company to Apparel. After that, you will need to make restore of Russell company backup.

    I guess, you want to clean entries in this new company. You can make Report for deleting all entry tables.

  • Community Member Profile Picture
    Community Member on at

    Hi Aleksandar,

    Thanks for the reply. Just for curiosity, I have created the new company in the same database like this: Is this procedure wrong?

    I Logged in to the Database

    Click on Files --> Company --> New --> Gave Company Name APPAREL
    And I defined "Wholesale" as Company Type during the Company setup. It successfully created the new company.

    Then I logged in back to the New Company APPAREL --> Click on Administration --> IT Administration --> General Setup--> Click on Setup Checklist
    Click on Functions --> Copy Data --> I Selected RUSSELL from where I want to copy data.

    I am new to NAV. I do not know if this process of creating the blank, fresh company from an existing company is correct. If it is wrong, please instruct how to delete all the records, clean entries in your solution.

    Really appreciate your help.

    Oswald

  • CecilioCatapult Profile Picture
    CecilioCatapult on at

    Hi Oswald.

    You are in the right direction.  From the set-up checklist, the next step is to copy the applicable data from Russel Company to the new company such as the accounting period, number series, COA, account schedules, dimensions, etc.

    Thanks/

  • Community Member Profile Picture
    Community Member on at

    Hi Cecilio,

    Thanks for the help. So, what data specifically should I copy from the Russell? This is all I have in Russell: Can you please kindly tell me what entrieis specifically to be seleted for copying? Really appreciated.

    Application Area Name Table Name No. of Records (Source Table)
    General Ledger Accounting Period 86
    General Ledger Acc. Schedule Name 23
    General Ledger Column Layout Name 15
    General Ledger G/L Budget Name 6
    General Ledger Tariff Number 171
    General Ledger Tax Jurisdiction 11
    General Ledger Tax Group 3
    General Ledger Tax Detail 36
    General Ledger Tax Area 16
    General Ledger Tax Area Line 20
    General Ledger Reason Code 7
    General Ledger Dimension 7
    General Ledger Default Dimension Priority 3
    General Ledger Analysis View 3
    General Ledger ZIP Code 1923
    General Ledger Bank Account 6
    General Ledger Bank Account Posting Group 6
    General Ledger Change Log Setup (Table) 1
    Sales & Receivables Customer 1818
    Sales & Receivables Reminder Terms 1
    Sales & Receivables Reminder Level 4
    Sales & Receivables Reminder Text 2
    Sales & Receivables Salesperson/Purchaser 142
    Relationship Management Contact 3290
    Relationship Management Industry Group 34
    Relationship Management Interaction Group 8
    Relationship Management Interaction Template 29
    Relationship Management Campaign Status 3
    Relationship Management Team 1
    Purchases & Payables Vendor 206
    Purchases & Payables Purchasing 3
    Inventory Item 3707
    Inventory Nonstock Item 1
    Inventory Inventory Posting Setup 67
    Inventory Item Discount Group 33
    Inventory Item Category 6
    Inventory Location 29
    Inventory Transfer Route 18
    Inventory Stockkeeping Unit 533
    Resources Resource 654
    Resources Resource Group 11
    Resources Work Type 1
    Fixed Assets FA Reclass. Journal Template 1
    Human Resources Employee 38
    Manufacturing Production BOM Header 645
    Capacity Requirement Planning Routing Link 1
    Capacity Requirement Planning Work Center 22
    Capacity Requirement Planning Routing Header 1441

    Thanks a bunch.

  • Verified answer
    CecilioCatapult Profile Picture
    CecilioCatapult on at

    Hi Oswald:

    You need to decide which tables and related records are applicable to your new company.   For example, will the new company use the same COA, bank, customer/ vendor/ item lists, etc. existing from Russell?  If yes, then copy these information.  I suggest that you need to work with your accountant to determine which data are relevant to the new company.  

    Optionally, you can copy these master records to Apparel since you mentioned that this is a duplicate company.  However, you need to manually delete/ replace those records that are not applicable in the new company.

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    Hi Cecilio,

    Thank you so much for taking time to explain. This is Great! I will work with our accountant deciding what master records to be copied to the new company.

    Really appreciate your help again!

    Thank you.

    Oswald

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