Add company

To add companies

Open: System Administration > Companies.

1. Right-click Companies and choose Add New Company.

If Sage 200 detects any background task, you will see the following message:




Check whether another Sage 200 user is creating, updating or deleting companies at the time. If so, wait until they have finished before trying again. If not, you can clean up the background tasks. To do this, select Sage 200 SA and then select Clean up background tasks.

2. On the General tab, enter the Company Settings:

   Company Name

   This is the name of the company.

   This must be at least one character in length and unique.

   Do not use the word Configuration in the company name and do not use the same name as a company you have used before and deleted. It must be a name that you have not used before.
   Parent Company

   If the company is to be consolidated, select the name of the parent company.

   Attachments

   This is the folder used to store company specific files.

   If the Attachments file is not stored in the default shared Sage folder, you must set permissions for the Sage 200 Services to access this folder.

   Note: We recommend that you use separate attachments folders for different companies.

3. Enter the Server Settings.

   Each company's information is held in a unique company database.

   Server

   This is the SQL server name.

   The SQL server must exist and you must have the appropriate permissions to access it.

   Note: If you have more than one SQL server instance, enter the full server name rather than "."

   Database Name

   This is the name of the company database on the server.

   If you are using more than one version of SQL server, when you add companies from the second SQL instance, you should:

   • Enter the server and database names manually (rather than clicking the browse icon).
   • Once you have entered the details, click Update (instead of Test).

   Otherwise, you may see an Error Occurred! message.

4. Select the action.
   • Create: Creates the company and prompts you to enter the financial year start date.

   • Test: Tests the connection exists and states which version of the company database is connected.

   • Update: Updates the company database and states the database version number.

   When you click Create or Update:

   If Sage 200 detects any background task, you will see the following message:

   

   Check whether another Sage 200 user is creating, updating or deleting companies at the time. If so, wait until they have finished before trying again. If not, you can clean up the background tasks. To do this, select Sage 200 SA and then select Clean up background tasks.

5. To make it easier to see which company you are working with in Sage 200, use the Banner Settings to display the company name and a colour for the company.

   • To select the Company Colour, click the Not set box next to Company Colour (or click Configure).
   • To display the company name, select Show Company Name.

6. On the Members tab, assign users who can use the company within Sage 200.

   You must assign users to the company before they can log on and use the company data.

   You can also assign companies to users.

7. If you allow online payments, select the Online Payments tab to assign a vendor account for the company.

   The vendor account must already be set up.

8. Click OK to confirm the company details.