Steps to impliment new company in GP with Master Data

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Posted on by Refeesh Ali

hi,

i need to open a new company from the existing company. to run the create new company i know i can do it but i need the same company chart of account and all configuration (Master Data) to be their.to solve this i can create the new company and i can restore the backup for old company. but i want to remove all transaction tables to be for fresh entries. please advice any tool or advice me what are the tables i wants to delete for Finance,Purchase,Sales,Inventory and Fixed Asset

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Beat Bucher GP Gee... on at

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RE: Steps to impliment new company in GP with Master Data

Hi Refeesh,

Dynamics GP has a tool (I think it's available on the installation DVD) called 'Rapid Migration Tool'... This tool makes usage of an add-on that gets installed on your Excel 2007 or 2010 and allows you to pull the essential configuration data from an existing GP company, modify the data in the Excel workbook and then upload back the new configuration data to your new GP company... This Tools is called up when you create a new company with the Dynamics GP utilities, towards the end of the company creation process.

If you can't find the tool on the DVD image, then have a look on Customer Source. There are two guides in PDF format included in the tool to show how to use it. It's very convenient and I've used it to create 3 new GP companies from scratch, without having to enter manually all the basic information.
Community Member on at

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RE: Steps to impliment new company in GP with Master Data

Professional Service Tools has a copy company feature that do exactly what you are asking. It is free, ask your partner to supply a copy of it.

Warren
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sandipdjadhav on at

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RE: Steps to impliment new company in GP with Master Data

Refeesh,

Recently I have done same thing with copy company from PSTL.

Thanks

Sandip
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Howard Swerdloff on at

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RE: Steps to impliment new company in GP with Master Data

You can also use kb 872709 mbs2.microsoft.com/.../kbdisplay.aspx which will tell you which tables to copy and walk you through the steps.I use this quite often
Refeesh Ali on at

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RE: Steps to impliment new company in GP with Master Data

Thanks Béat Bucher, HOWARD SWERDLOFF and SANDIP JADHAV....i will try