Tuesday, November 18, 2014

Dynamics NAV 2013 R2 - How to Create a new Company


  • Open NAV RTC
  • Search for Companies
    • Administration>IT Administration>Companies
  • Add new company
  • Switch companies to login to the new company
    • Company will initialize
Populate with default data
  • Export these packages from an existing company, then import them to your new company
    • NOSERIES
    • LS DISTRIBUTION (Only required if using LS Retail in new company)
    • BASICCONFIG
    • NAVBASIC
    • LS BASE (Only required if using LS Retail in new company)
Set Permissions if required

  • If creating the company in the same database, the same permissions apply by default across all companies
  • To change this, in the User Setup>Permission Set list, there is a company column
  • If you select a company for a permission set, then those permissions will apply to that company for that user only.

Related Issues
  • "Customer has one of more open ledger entries" when trying to set the IC Partner code
    • Review the Customer Ledger Entries screen
      • Add a filter where open = yes
    • Enter a journal to close all of these transactions
  • "Vendor has one of more open ledger entries" when trying to set the IC Partner code
    • Review the Vendor Ledger Entries screen
      • Add a filter where open = yes
    • Enter a journal to close all of these transactions

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