Steps to set up a new empty company file

Steps to Create a New Company (Blank)

Follow these steps to create a new company that doesn’t use existing company data:

Step 1: Open Sage 100 Contractor Database Administration

• Go to Add/Delete Companies and Create Company

Step 2: Enter the Company Name

• In the Enter a name for the company text box, type the desired name for the new company

Step 3: Assign a Company Administrator

• From the Select a company administrator picklist, choose the user you want to designate as the administrator
  (This user must already exist in your SQL Server database.)

Step 4: Configure Maintenance Settings

In the Maintenance section, specify:

• Nightly maintenance time
• Number of backups to retain

Step 5: Create the Company

• Click Create Company
• A status message will appear in the lower-left corner of the tab to show progress

Step 6: After Company Creation

Once the company creation concludes, complete the following setup tasks:

1. Go to the 7-1 Company Information window to input basic company details.
2. Click File and Save.
3. Open the 1-8 General Ledger Setup window.
   • Click the Options menu to select your chart of accounts
   • Enter the Fiscal year start date
   • Enter the Current Period
   • Click the Posting Accounts tab to select your Inventory valuation method (if using the Inventory Add-on Module)
4. Click File and Save.

Creating a new company file based on an existing company