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Copy Company with Professional Services Tools

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Posted on by David Cervelli

Using the Company Company tool in PST, I selected data and All Modules.

I copied my production company to my test copmany and it ran in like 2 mins, way to fast so I new there was a problem. After checking I found that I didn't see any new transactions. No errors, now warnings, logs clean.

So I truncated a few tables using SQL to test and ran it again with the same options and noticed that it seems to be copying over master tables like Account Master (GL001001) but not transaction tables like Transaction Amounts Work (GL10001).

I even created a new company and again it copied over the master data but not transactions.

1) Does this tool only copy over master data?

2) If so is there a way to do all the data?

3) If not any ideas what is going on here?

Thanks

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coquisalsa 2,725 on at

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RE: Copy Company with Professional Services Tools

This tool allows to copy the setup and report information from one company to another company. The data copied includes setup information and master record data but no transactional data.

This tool is ideal when needing another company database that is similar to one of your existing companies.

If what you want is to set up a test company that has a copy of live company data I recommend you to read this link:

https://support.microsoft.com/en-gb/kb/871973

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