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Creating a New Company

August 12, 2013 by Tim Rodman

I wanted to create a new company in Acumatica that would only be used for the F100 Hands-On Financials (V4.0) course that I am retaking, but I couldn’t remember how to do it. So, after figuring it out again, I thought I’d document it here so I can use these instructions next time I need to create a company. Please note, these are not official instructions, but I think they get the job done.

1. Find Acumatica ERP Configuration on the start menu (assuming Acumatica is installed on your local computer)
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2. Select Perform Application Maintenance on the main menu
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3. Select the Company Maintenance button
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4. Pick a user with rights to the database (for me that’s my Windows user)
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5. Click the New button
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6. Change the Login Company Name to what you want the company to be called (I’m creating two, one for F100 practice material and another for the F100 examination material)
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7. Click the Next > button

 

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8. Click the Finish button
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9. Something will pop up on the screen to reassure you that the computer is doing some work
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10. Eventually you will get an Installation complete message and you can just click the OK button to make it go away
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11. Login with Username: admin / Password: setup

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Training

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