Settings ➔ System ➔ Create/Copy/Delete company
It is possible to manage multiple company databases in the system. For example, you may want to create a database for the management of your company administration and another demo database for you to explore the functionalities of the software without affecting your company database. To manage the multiple databases, you should first create the databases.
The information in this document is applicable to product update 422 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Select this option to create the database in another server that is running on Microsoft SQL server. Type the name of the server in the blank field.
Type a company number for the new database. You can type a number between "000" and "999".
Type the name of the company.
Type the directory of the folder where the database will be created or clickto browse for the folder.
Select this option to download the license file from the Customer Portal, or type or select the directory of the license file that you have stored in your local machine or network environment by clicking. The license file is required to access the modules that you have purchased.
Select this option to download the license from the customer portal. If there is more than one demo license for your credential, a list of demo licenses will be displayed. Once a demo license is selected, a company will be created with the demo license. However, the demo company will have a grace period (defined by Exact) based on the Exact Synergy Enterprise setting. By default, the customer demo license will have a validity of 30 days (subject to changes). The demo license cannot be extended after the grace period. You will have to switch to the customer license via the customer portal.
The demo company can only be used for 30 days starting from the date the demo company was created. If the demo license is expiring, the message “This demo license will expire in <14> days. To continue using the company, please apply your own Exact license” will be displayed. However, if the demo license has expired, the message “Your license has expired. The demo period for this license has ended. To access the company you need to apply your own Exact license” will be displayed. Once Close is clicked at the error message, the demo company will not open.
Type the domain to download the license from the customer portal.
Note: This field is displayed only if the Download from customer portal option is selected.
Type the user name to download the license from the customer portal.
Type the password to download the license from the customer portal.
Type the identification code of the employee who will be the administrator of the new company database.
This displays the login name of the user accessing the software.
Type the full name of the user.
Select this option to create a company database with predefined master data.
Note: This option will be available depending on the legislation of your license file or the selected legislation used with the demo license.
Select this option to create a company database without any predefined master data.
Select this option to create a company database with demo data.
Select this option to create a company database with the master data imported from another database. Before you can do this, you should export the master data of the other database to a folder and then import the master data from the same folder when creating the new company database. To select the data to be imported, click Select at the Import data option. The message “Only master data will be imported” will be displayed. Click OK. At Import directory, type the folder directory where the master data files are stored or click to browse for the folder. The system will then automatically detect the available master files in the folder and you will see the check boxes of the master data files selected automatically. Click Close to save and exit.
Note: Only the master data from Exact for DOS or Exact for Windows database can be imported.
Select this option to copy the master data of an existing company that is currently open in the system to the new company database. Select the required check boxes to copy the relevant data from an existing company to the new company database. Available options include:
Note: This option will be enabled only if the language for collation and legislation of the existing company are the same as the language selected for collation (as defined in Language) and the legislation of the new database respectively.
Click this to create the company.