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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Another Company Copy Q...
Microsoft Dynamics GP (Archived)

Another Company Copy Question...

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Posted on by Jim Lines 2

Greetings,

I’ve just created a new company in my test environment and have used the company copy function in PSTL.  Following the instructions in the PSTL manual (as I understand them), I used the Data option and copied over all modules with the exception of Company, Ext Pricing, Mfg, BoM and Project Accounting.  My goal here is to get module setups copied over and not all the master data.  I’m not sure if I’m doing something wrong or if the process does not work this way, but I don’t want all the vendors, customers, items, etc.  I just want a blank slate with only the setup info.  Is this possible?  I started down the road of purging customers and vendors without a problem, but getting my macro to run perfectly on 10K items is proving to be tedious.  I must be missing something.  Anyone have any insight on this?  Thanks.

Jim

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  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Another Company Copy Question...

    You are more than welcome,

  • Jim Lines Profile Picture
    Jim Lines 2 on at
    RE: Another Company Copy Question...

    Mahmoud,

    The clear data utility was exactly what I needed!  Thanks, as always, for your help!

    Jim

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Another Company Copy Question...

    So long no see my friend,

    Looking forward to hearing from you,

  • Jim Lines Profile Picture
    Jim Lines 2 on at
    RE: Another Company Copy Question...

    Mahmoud to the rescue!

    Thanks for that info, I totally forgot about using the clear data maintenance.  Let me start there and see how it works. I'll update the post as soon as I'm finished. Thanks!

    Jim

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Another Company Copy Question...

    Hell Jim,  It's been such a long time


    Well, you do understand the process just perfectly. When using the copy company you will have options to check which are: Data and Report Options.

    When checking the "Data", the setup tables will be copied from the source company to the destination company which includes not only the traditional "Setup" which you already know, but also the items, vendors, customers ..etc.

    To be more specific, you might need to take a look at the ProfServicesToolsLibrary.pdf file, which includes under the "Copy Company" section the tables which will be considered for more specific information, that includes; not to limit but as an example, GL00101 Account master, IV00101 item master, FA00100 fixed asset master ..etc

    Now what I usually prefer to do in order to fulfill your request is to user the "Clear Data" maintenance as the next phase in order to remove the selected master files such as Vendors, Customers ..etc. This might require a general understanding of the terms used under the clear data maintenance.

    Of course, with no doubt, the final step will be reconciling your modules in order to correct the balances for the accounts, customers, vendors and items.

    Please never hesitate to share any further inquiries,

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