AddonSoftware Administration - Copy Data From Firm to Firm

 

Function

This task copies data from an existing firm to another firm in the same Addon installation. All data for the selected firm can be copied, or data from transaction files (entry and history) can be excluded for Addon only (App Company ID 01-007514, Basis International).

 

=> To access this task...

Select Copy Data From Firm to Firm from the File Utilities folder under the Utilities menu.

 

Copy Data From Firm to Firm

 

About the Fields

 

In the App Company ID field...

  • Leave the field blank to copy selected firm data for all applications in the Barista installation.

  • Enter the App Company ID to copy selected firm data for only that application.

  • Click Click to select an App Company ID from a list of existing records.

In the App Product ID field...

Disabled unless an App Company ID has been entered.

  • Leave the field blank to copy selected firm data for all products in the entered application (App Company ID).

  • Enter App Product ID to copy selected firm data for only that product.

  • Click Click to select an App Product ID from a list of existing records.

In the Copy From Firm field...

  • Enter an existing Firm ID.

  • Click Click to select a Firm ID from a list of existing records.

In the To Firm field...

  • Enter an existing Firm ID. For a new firm, first use the Set Up New Firm task to create it, then use the Copy Data From Firm To Firm to copy data to the new firm.

  • Click Click to select a Firm ID from a list of existing records.

For the Files to Copy selectors...

  • Selecting All Files

    • Initializes the grid to copy all files except Addon work files, i.e, sets all grid row checkboxes checked except for Addon ??W_* files

  • Selecting All Files Except Transaction Files

    • Disabled unless entered App Company ID is for Addon (App Company ID 01-007514,  Basis International)

    • Initializes the grid to not copy Addon  transaction files, i.e. sets grid rows checkboxes unchecked for files ??E_* and ??T_*.

Update records to copy? checkbox...

  • With the box marked, displays for each table in the following grid the number of records that exist for the selected App Company ID.

  • When the box in not marked, the grid refreshes quicker and the number of records for the selected App Company ID is not reported.

In the grid row checkbox...

  • Mark the box for files to be copied and unmark the box for files NOT to copy.

When done making selections...

  • Click Run Process button to copy the data.

  • Click Clear Form button to clear the form and begin again.

 



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