Creating a new company with vendors, customers, employees, jobs and
GL accounts from an existing company.

 

CAUTION!   You must use Microsoft Access Version 2.0 in order to do this; no other version of Access will work!

 

1.       Make a full backup to removable media.

2.       Create a new folder under the PBM folder by creating a new company inside PBM.
Be sure the templates and masks are the same as those in the original company.

3.       Using Windows Explorer, locate the new company folder (under PBM folder).  This is the target folder.

4.       Locate the company folder that you wish to duplicate (under the PBM folder).  This is the source folder.

5.       Locate the qasys.mdb in the PBM folder and copy it into the source folder.

6.       Copy the qasys.mdb from the source folder to the target folder.

7.       Copy the qoc.mdb from the source folder to the target folder.

8.       In the Target Folder, delete all records in the Accounts Table in the NewCompany.mdb.

9.       Go to the Source Folder.  Copy all records from the Accounts Table in OldCompany.mdb Accounts table.  Go to the Target Folder and paste append the copied records to the Accounts Table in the NewCompany.mdb

10.   Go to the Source Folder.  Copy first record for current fiscal year from the AccountBalance table in the OldCompany.mdb.  Go to the Target Folder and paste append the copied record AccountBalance table in the NewCompany.mdb.

11.   Zero out the fields: qBudget and qPeriodBal in the AccountBalance table in the NewCompany.mdb.

12.   Enter Millennium in the New Company and create balances for current fiscal year. 

13.   Exit from Millennium and go to the Target Folder.  Delete all records from the AcctGroup Table in the NewCompany.mdb.

14.   Go to the Source Folder and copy all records from the AcctGroup Table in the OldCompany.mdb.  Go to the Target Folder and paste append the copied records to the AcctGroup table in the NewCompany.mdb.

15.   Go to the Target Folder and delete all records from the JobCost and Jobs tables in the NewCompany.mdb.

16.   Go to the Source Folder.  Copy all records from the JobCost and the Jobs tables in the OldCompany.mdb.   Go to the Target Folder and paste append the corresponding tables in NewCompany.mdb JobCost and Jobs tables.

17.   In the NewCompany.mdb, zero out the qMiscBillings field in Jobs table and the qUnitEst field in the JobCost table.  Clear the qUnitName in the JobCost table.

18.   Go to the Source Folder and copy all records from the PayablesVendor Table in the OldCompany.mdb.  Go to the Target Folder and past append the copied records to the PayablesVendor table in the NewCompany.mdb.

19.   Go to the Target Folder and zero out the qLPayAmt fields.  Clear qLPayDate, qCostID, and qCostType fields in the PayablesVendor table in the NewCompany.mdb.

20.   Go to the Source Folder and copy all records from SalesItem, JobWageOverride, UnionBenefitControl, UnionBenefitDetail, and WageTables in the OldCompany.mdb.  Go to the Target Folder and paste append to the corresponding tables in the NewCompany.mdb.