- 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
Related Issues
- 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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