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Hi All,
We have a situation now, and had to decide whether to create a new company or continue with the current setup for an additional account.
Both of our accounts use same currency. And one of it requires a third party - for MFG module (which is already setup in the existing system). And PO issue and receipt processes are different for both of these. Also both of them require a different report header.
And we are using GP10.
So is this mandatory to create a new Company?
It really depends on much data you're willing to keep from the original company. The 2nd option might be faster, though not that much when you think about all the transactional data that you need to remove, which is a lot of work, not mentioning that some modules in GP have no routines to get rid of historical data..
A 3rd approach (which basicall automates the #1 option) is to use the Professional Service Tools (aka PSTL) and use the "company copy" function..
This basically allows you to quickly copy all or part of the master data (no transactions) from one company to another one (i.e a new created from scratch).
As for the logo reports, Derek's suggestion to go with the Word Templates allows for the most flexibility and no need to keep separate REPORTS.DIC files.
Both options should work, if you haven't, I would maybe test both in a test environment to see which better suits the needs of the customer.
For your other question, if you're using Templates, you can assign logos per company without issue, but if you're using Report Writer, you'll need to separate Reports.dic files or use a different version of the report, like the short or long version, instead of the blank version.
Thanks
Hi All,
We are now proceeding to create a new company in GP.
But please could you advise on the below?
support.microsoft.com/.../how-to-copy-setup-tables-from-one-company-to-another-in-microsoft-dyna
b. And the other way is to copy the whole old company backup on new company and clear the transactional data using "clear data" option in GP.
Please advise which approach would be better.
2. Also we require to different logos for different companies. So can we use Blank for a company. And short or long for an other company?
Is this a best practice ?
Or should we create 2 Reports.Dic for this purpose?
Please advise on this. Many thanks in advance.
That depends on what you are trying to accomplish. If you want only the master table information you could follow the KB you reference. If you want all the transactions, both open and historical, you can simply copy the entire database. As far as the different logos go using the blank invoice form and the short or log form would do the trick. If you want really sharp looking invoices you can make the logo be programmable using the tool from http://flex-solutions.com/.
Hi Richard,
We are now proceeding to create a new company in GP.
But please could you advise on the below?
1) We found 2 ways to copy our setups to the new company.
One way is to manually copy all the tables from old company to new company, with reference to
below :
support.microsoft.com/.../how-to-copy-setup-tables-from-one-company-to-another-in-microsoft-dyna
And the other way is to copy the whole old company backup on new company and clear the
transactional data using "clear data" option in GP.
Please advise which approach would be better.
2) Also we require to different logos for different companies. So can we use Blank for a company. And short or long for an other company?
Is this a best practice ?
Please advise on this. Many thanks in advance.
One other point is that if you are not current with your Annual Maintenance plan with Microsoft you might find it difficult to get more licenses.
The user count is based on your license not company. So if you need 20 total users you need a 20 user license. This will allow 20 people to be in GP, regardless of company, at any given moment. This KB will guide you on creating a new company. The process has not changed much over the years.
Thanks for your prompt advice.
If we have different users, then should we get more licenses?
Also if we have 10 maximum allowed users now, would this be inclusive of both the companies?
Moreover as we are using GP10, I couldn't find any Microsoft docs on new company creation.
Could you please suggest of any? Many thanks in advance.
If the plan is to have the same users going into both companies then creating another company is the way to go. You can use Alternate Forms and Reports to use only the GP primary versions of all Forms and Reports. This way they will the users will see the MFG versions of forms and reports in one company and the GP version in another. Not to mention this will keep all your trial balances separate. There are ways to have them in one company but this would be the simplest. You could use GP Power Tools to set one company to a color and the other company to another company to avoid confusion.
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