PSTL- Company Copy?

  • PSTL- Company Copy?

    Posted by Michelle Beall on April 5, 2017 at 11:17 am
    • Michelle Beall

      Member

      April 5, 2017 at 11:17 AM

      Hi everyone,

      We need to add new databases in GP and are trying to find the easiest way to copy over our vendors and GL account numbers.  We do not want any other data etc.  Is there a feature in PSTL that will do this?  I seen the option of company copy but not sure if this will do what we need.  Please advise?

      ——————————
      Michelle Beall
      Payables and Corp Ops Mgr
      Nexion Health
      Sykesville MD
      ——————————

    • Beat Bucher

      Member

      April 6, 2017 at 10:37 AM

      Hi Michelle,
      Yes the PSTL Company Copy function is the way to go..
      Depending on what your selection will be, the setup data and basic data will be copied over to the destination company. Be aware that the company does have to exist already, so if it’s not the case, use the GP Utilities to create a new company first.
      Some of the warnings from the PSTL User guide :

       This tool requires that the user be logged in as “sa.”
       
      Before using the Company Copy tool, be aware of the following important issues:
       
      •  You should use this tool only after creating a SQL database backup of the
      destination company. The copy operation is irreversible without a backup.
       
      •  When the copy process is run, the setup tables and report options tables in the
      modules you selected will be deleted for the destination company. If you have
      manually added setup or report option information for a module in the
      destination company, and you do not want this information deleted, do not use
      the Company Copy tool to copy data for that module.
       
      •  You should be the only user who is logged into Microsoft Dynamics GP when
      the operation is performed.
       
      •  The operation can take a significant amount of time to complete, so you should
      consider performing it during off-peak hours.

      Please read on the PSTL User guide that comes along the PSTL package (Chapter 8). The document also contains a list of all the tables that will be copied over, depending on your selections.
      Good luck.

      ——————————
      Beat Bucher
      Business Analyst, Dynamics GP MVP
      Ultra-Electronics Forensic Technology Inc.
      Montreal QC/Canada
      +1-514-489-4267
      @GP_Beat http://dyngpbeat.wordpress.com/
      Montreal QC GPUG Chapter Leader
      GP2013R2 / MR2012 CU14
      ——————————
      ——————————————-

    Michelle Beall replied 7 years, 3 months ago 1 Member · 0 Replies
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