Copy Information Tab of Copy Company Dialog Box

Use the Copy Information tab to specify which account and setup data is copied from the old company to the new one.

Field	Description
Copy Chart of Accounts	Select this option to copy the Chart of Accounts structure and accounts from the company record you selected to the new one that you are creating. After you finish copying company information, you can use Chart of Accounts Settings to add, modify, or delete accounts as necessary.
Copy Setup Information	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "`Drag a column header here to group by that column`," drag and drop column headers into the field, in the sequence that you want them to display.
Copy/Type	Select the kinds of setup information that you want to copy from the old company to the new one. Deltek strongly urges you to make a list of any types of data that you choose not to copy, as you must enter them separately after completing the copy procedure. For example, if you do not select Accounts Receivable here, you must use Accounts Receivable Settings to establish ledger headings, invoice mapping accounts, and AR mapping. You should also be aware of the following: The significance of selecting Vendor Accounting Setup. See the discussion of Accounts Payable and Multicompany in the Concepts section of the help for information about the consequences of this option. When you select Asset Management Setup, the assets that copy are for the active company only. If you select Security Role Access, any role with access to the company that you are copying will also have access to the new company. In addition, any transaction security that is specific to the company that you are copying will be applied to the new company as well. For example, if you copy Company A to create Company B, and a security role has cash receipt transaction rights for Company A, these same access rights are applied to Company B.

Field

Description

Copy Chart of Accounts

Select this option to copy the Chart of Accounts structure and accounts from the company record you selected to the new one that you are creating. After you finish copying company information, you can use Chart of Accounts Settings to add, modify, or delete accounts as necessary.

Copy Setup Information

Click the drop-down arrow on a grid header to complete any of the following actions:

To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Copy/Type

Select the kinds of setup information that you want to copy from the old company to the new one. Deltek strongly urges you to make a list of any types of data that you choose not to copy, as you must enter them separately after completing the copy procedure.

For example, if you do not select Accounts Receivable here, you must use Accounts Receivable Settings to establish ledger headings, invoice mapping accounts, and AR mapping.

You should also be aware of the following:

The significance of selecting Vendor Accounting Setup. See the discussion of Accounts Payable and Multicompany in the Concepts section of the help for information about the consequences of this option.
When you select Asset Management Setup, the assets that copy are for the active company only.
If you select Security Role Access, any role with access to the company that you are copying will also have access to the new company. In addition, any transaction security that is specific to the company that you are copying will be applied to the new company as well. For example, if you copy Company A to create Company B, and a security role has cash receipt transaction rights for Company A, these same access rights are applied to Company B.

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Copy Information Tab of Copy Company Dialog Box

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