Before you begin anything like upgrading or period and year-end processing in Sage 100 (formerly "MAS 90"), it's important to create a backup of your company data.
It's useful to create an archive company using the Copy Company feature in Sage 100 (formerly "MAS 90"). This provides a readily accessible copy (and backup) of the current year’s data even after you perform period-end or year-end processing in your live company.
Here's how it works.
It's useful to create an archive company using the Copy Company feature in Sage 100 (formerly "MAS 90"). This provides a readily accessible copy (and backup) of the current year’s data even after you perform period-end or year-end processing in your live company.
Here's how it works.
Creating a Copy Company for Backup
To make a copy company, go to:
Library Master > Main Menu > Company Maintenance
1. Create a new Company Code and Company Name (description) that’s easy to identify and distinguish from the live/active company that you’re copying.
2. Click the Copy button and enter the Company Code of your current year live (or “Source”) company.
3. Select the modules you want to copy to your archive company. To create a complete archive/backup, you’ll want to copy all modules. Click Proceed. Once the process is finished, click Accept.
NOTE: For good measure, you might run a trial balance in each module and do a quick spot check to make sure all the data that came over is balanced and accurate.
Library Master > Main Menu > Company Maintenance
1. Create a new Company Code and Company Name (description) that’s easy to identify and distinguish from the live/active company that you’re copying.
2. Click the Copy button and enter the Company Code of your current year live (or “Source”) company.
3. Select the modules you want to copy to your archive company. To create a complete archive/backup, you’ll want to copy all modules. Click Proceed. Once the process is finished, click Accept.
NOTE: For good measure, you might run a trial balance in each module and do a quick spot check to make sure all the data that came over is balanced and accurate.
Watch the Video: How to Back Up Data
To see the process in action, watch this short video to watch a recorded demonstration of the Copy Company process in Sage 100.
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