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How to copy setup tables from one company to another in Microsoft Dynamics GP

This article describes how to copy setup tables from one company to another company in Microsoft Dynamics GP and in Microsoft Business Solutions – Great Plains.

Applies to:   Microsoft Dynamics GP
Original KB number:   872709

Introduction

The following list contains the setup tables that can be copied to a new company database.

If you are running Microsoft Business Solutions - Great Plains 8.0, see the Additional tables in Microsoft Business Solutions - Great Plains 8.0 section in this article.

After the tables have been copied to the new company, run the Check Links function on all modules in the new company. To run the Check Links function, follow the steps for your version of the program:

  • Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010:

    On the Microsoft Dynamics GP menu, point to Maintenance, and then click Check Links.

  • Microsoft Dynamics GP 9.0 and Microsoft Business Solutions - Great Plains 8.0:

    On the File menu, point to Maintenance, and then click Check Links.

Finance
GL00100 Chart of Accounts (Account Master)

Do not copy the GL00101.
GL00102 Account Category Master
GL00103 Fixed Allocation Master
GL00104 Variable Allocation Master
GL00105 Account Index Master
CM00100 CM Checkbook Master
CM40100 Cash Management Setup
CM40101 Cash Management Transaction Type Setup
GL00200 Budget Master file
GL00201 Budget Summary Master file
GL40000 General Ledger Setup
GL40100 Quick Journal Setup
GL40101 Quick Journal Account Setup
GL40200 Segment Description Master
SY04100 Bank Master
MC40000 Multicurrency Setup
MC40100 Multicurrency Rate Type Setup
ASI*.* Advanced Lookup Files
Purchase
PM00100 PM Class Master File
PM00101 Vendor Class Accounts
PM00200 PM Vendor Master File
PM00203 Vendor Accounts
PM00300 PM Address Master
PM40100 PM Setup File
PM40101 PM Period Setup File
PM40102 Payables Document Types
PM40103 Payables Distribution Type SETP
POP00101 Buyer Master
POP40100 Purchasing Setup Table
POP40600 Purchasing Non-IV Item Currency Setup
ASI*.* Advanced Lookup Files
Sales
IVC40100 Invoicing Setup
IVC40101 Invoicing Document Setup
RM00101 Customer Master
RM00102 Customer Master Address File
RM00105 National Accounts Master
RM00201 RM Class Master
RM00301 RM Salesperson Master files
RM00303 Sales Territory Master File
RM40101 RM Module Setup File
RM40201 RM Period Setup
RM40401 Document Type Setup File
SOP00100 Sales Process Holds Master
SOP00200 Sales Prospect Master
SOP40100 Sales Setup
SOP40200 Sales Type ID setup
SOP40201 Sales Default Process Holds Setup
SOP40300 Sales Document Setup
SOP40400 Sales User Defined Table Setup
SOP40500 Sales Master Number Setup
SOP40600 Sales Non-IV Item Currency Setup
ASI*.* Advanced Lookup Files
Inventory
BM00101 Bill of Materials Header
BM00111 Bill of Materials Component
BM40100 Bill of Materials Setup
IV00101 Item Master
IV00102 Item Quantity Master
IV00103 Item Vendor Master
IV00104 Item Kit Master
IV00105 Item Currency Master
IV00106 Item Purchasing
IV00107 Item Price List Options
IV00108 Item Price List
IV00109 Item Serial Number Mask
IV40100 Inventory Control Setup
IV40201 Inventory U of M Schedule Setup
IV40202 Inventory U of M Schedule Detail Setup
IV40400 Item Class Setup
IV40401 Item Class Currency Setup
IV40500 Item Lot Category Setup
IV40600 Item Category Setup
IV40700 Site Setup
IV40800 Price Level Setup
IV40900 Price Group Master
IV41000 Stock Calendar
IV41001 Stock Calendar Exception Days
ASI*.* Advanced Lookup Files
Company
SY00300 Account Format Setup
SY01100 Posting Account Master
SY02200 Posting Journal Destinations
SY02300 Posting Settings
SY03000 Shipping Methods Master
SY03100 Credit Card Master
SY03300 Payment Terms Master
SY40100 Fiscal Period Setup
SY40101 Fiscal Period Header
TX00101 Sales/Purchases Tax Schedule Header Master
TX00102 Sales/Purchases Tax Schedule Master
TX00201 Sales/Purchases Tax Master
STN*.* Named Printers Setup
ASI*.* Dynamics Explorer Files
U.S. Payroll (When you copy payroll setup information from one company to another company, the following setup tables are used.)
UPR40100 Payroll Unemployment Setup
UPR40101 Payroll Unemployment TSA
UPR40200 Payroll Setup
UPR40301 Payroll Position Setup
UPR40500 Payroll Accounts Setup
UPR40501 Payroll Tax Expense/Withholding Setup
UPR40600 Payroll Pay Code Setup
UPR40700 Payroll Workers Comp Setup
UPR40800 Payroll Benefit Setup
UPR40801 Payroll Benefit Based On Setup
UPR40900 Payroll Deduction Setup
UPR40901 Payroll Deduction Based On Setup
UPR40902 Payroll Deduction Sequence Setup
UPR41100 Payroll State Code Setup
UPR41200 Payroll Class Setup
UPR41201 Payroll Class Detail Setup
UPR41400 Payroll Local Tax Setup
UPR41401 Payroll Local Tax Table Setup
UPR41500 Payroll Shift Code Setup
UPR41700 Payroll Setup Supervisor
UPR41800 Payroll Maximum Deduction Setup (only in Microsoft Dynamics GP 10.0)
UPR41801 Payroll State/Fed Setup (only in Microsoft Dynamics GP 10.0)
UPR41900 Payroll Earnings Setup (only in Microsoft Dynamics GP 10.0)
UPR41901 Payroll Earnings Paycodes (only in Microsoft Dynamics GP 10.0)
UPR41902 Payroll Earnings Deductions (only in Microsoft Dynamics GP 10.0)

Note

If you copy the UPR40500 file, the posting accounts will be identical to those of the company that you are copying.

Payroll Extensions (deduction in arrears, payables integration to payroll, overtime rate manager)
ORM_UPR_SETP_OT_DTL
ORM_UPR_SETP_OT_HDR
UPR40600_OT
APR_DIA40100
APR_DIA40200
APR_UPR40500
APR_UPR40900
APR_PIP40100
Advanced Payroll
APR40600
APR41100
APR41101
APR41501
APR41601
APR_APR70901
APR_APR70900
APR_UPR40500
APR_APR40101
APR_APR40100
Canadian Payroll
CPY10010 CDN Payroll Employer Master
CPY10020 CDN Payroll Department Master
CPY10030 CDN Payroll Employee Job Titles
CPY10050 CDN Payroll Employee Class
CPY10051 CDN Payroll Class Attached Pay codes File
CPY10060 CDN Payroll Pay code Master
CPY10061 CDN Payroll Pay code Attached Pay codes
CPY10062 CDN Payroll Income Attached Pay Codes
CPY10063 CDN Payroll Rate Table Codes
CPY10064 CDN Payroll Rate Tables
CPY10070 CDN Payroll WCB Master
CPY10075 CDN Payroll WCB Administration
CPY10080 CDN Payroll User Paid By
CPY10081 CDN Payroll User Drop Down Strings
CPY10082 CDN Payroll Reporting Codes
CPY10170 CDN Payroll Employee Unions
CPY10171 CDN Payroll UnionAttached Pay codes
CPY20200 CDN Payroll Job Master
CPY20201 CDN Payroll Phase Master
CPY20700 P_Security_Group_MSTR
CPY20705 P_Security_Group_Detail
CPY20710 P_Security_User_MSTR
If the following information is the same, you can also copy these files:
CPY20100 CDN Payroll Control Master

CPY20110 CDN Payroll CSB Setup Information

CPY20111 CDN Payroll CSB Pay codes
Human Resource
BE020230 HR_Benefit_SETP
BE021030 BEN2_FMLA_Line
BE031000 BEN_FMLA_INFO
HR2Ben21 HR_Benefit_Tiers_SETP
HR2Ben11 HR_Benefit_Fund
HR2Ben12 HR_Benefit_MDVE_Table
HR2Ben13 HR_Benefit_Life_Premiums
HR2Ben14 HR_Venefit_MDVE_Types
HR2Div02 HR_Division2
HR2Tra01 HR_Train_Course
HR2Tra03 HR_Train_Class
HRCom022 HR_Company2_extra
HRDep022 HR_Department2_Extra
HRDiv022 HR_Division2_Extra
HRPBen05 HRP_BEN_FMLA_Set12Month
HRPro022 HR_Property
HRPppc01 HRP_Position_Pay_Code
HRsax012 HR_Salary_Matrix
HRsax022 HR_Salary_Matrix_Table
HRsax042 HR_Salary_Matrix_Col
HRsax032 HR Salary Matrix rows
HRtra042 HR_Train_Class_Skills
HRtrpc02 HR_Train_Position_Course_Class
HRtrps01 HR_Train_Position_Course
RV010221 HR_Review_LINE_V2
RV020221 HR_Review_Setup_LINE_V2
RV030221 HR_Review_Words_Setup_LINE
SK010230 HR_Skills_Line
TAAC0130 TA_SETP_Accrual_Type
TAPY0130 TA_Payroll_Link

The TAPY0130 TA_Payroll_Link table was removed in Microsoft Dynamics GP 9.0 and in Microsoft Dynamics GP 10.0.
TAST0130 TA_Setup
TAST0230 TA_Attendance_reason
TAST0330 TA_Attendance_Types
TAST0532 TA_Pay_Period_accrual_LINE
TATM0130 TA_SETP_Types
Advanced Human Resource
APR_BLM41500
APR_BLM41501
APR_BLM41600
APR_BLM41601
APR_BLM41400
APR_BLM41401
APR_BLM41100
APR_BLM41101
APR_BLM41300
APR_BLM41301
APR_BLM41200
APR_BLM41201
APR_BLM42100
APR_BLM42101
APR_BLM42200
APR_BLM42201
APR_BLM43100
APR_BLM43200
APR_BLM43201
APR_BLM43300
APR_BLM43301
APR_APR40500
EHW40100
EHW40201
EHW40200
EHW40300
EHW40400
EHW40501
EHW40500
CLM40100
CLM40300
CLM40700
CLM40700
CLM40701
CLM40600
CLM40500
CLM40400
CLM40200
PTO Manager
PTO40100
PTO40101
PTO40200
PTO40201
Analytical Accounting
AAG00400 aaTrxDimMstr (dimensions)
AAG00401 aaTrxDimCodeSetp (codes)
AAG00402 aaTrxDimCodeNumSetp
AAG00403 aaTrxDimCodeBoolSetp
AAG00404 aaTrxDimCodeDateSetp
AAG00405 aaTrxDimRelation
AAG00406 aaTrxDimCodeRelation
AAG00407 AA Trx Dim Adjustment Option
AAG00500 aaDateSetup
AAG00600 aaTreeMstr
AAG00601 aaTreeNodeMstr
AAG00602 aaTreeNodeLink
AAG00603 aaTreeNodeUserWork
AAG00605 aaTreeMstrDupe
AAG00700 aaOptionSetp
AAG00200 aaAccountMstr
AAG00201 aaAccountClassMstr
AAG00202 aaAccountClassDim
AAG00900 AA Budget Tree Master
AAG00901 AA Budget Tree Trx Dim Master
AAG00902 AA Budget Tree Trx Dim Code Master
AAG00903 AA Budget Master
AAG00904 AA Budget Tree Balance
AAG00905 AA Budget Tree Account Balance
AAG00906 AA Budget Tree View Work
AAG01000 AA UDF Setup option
AAG01001 AA UDF Trx Dim Setup
AAG01002 AA Trx Dim CodeUDF Maintenance

Note

If you are copying Analytical Accounting (AA) setup tables from company A that has AA activated to company B that does not yet have AA activated, you must first install and activate AA in company B. After AA is activated in company B, copy these AA setup tables from company A. Then, use the script in Method 1 in Knowledge Base (KB) article 897280 to update the next available values that are stored in table AAG00102 in the Dynamics database for the AA setup tables. This script will prevent you from receiving error messages of primary key issues.

For more information, click the following article number to view the article in the Microsoft Knowledge Base:

897280 Error message when you try to post Analytical Accounting transactions in Microsoft Dynamics GP: "Cannot insert duplicate key in object"

Make a database backup

To make a full/complete database backup in SQL Server 2000, follow these steps:

  1. Click Start, point to All Programs, point to Microsoft SQL Server, and then click Enterprise Manager.

  2. Expand Microsoft SQL Servers, and then expand SQL Server Group.

  3. Expand the name of the server that is running SQL Server.

  4. Expand the Databases folder.

  5. Right-click the DYNAMICS database, point to All Tasks, and then click Backup Database.

  6. In the SQL Server Backup - DYNAMICS window, verify that Database-complete is selected.

  7. Click Add, and then click File Name. Locate where you want to store the database backup.

  8. Type a name for the backup in the Filename field, and then click OK. For example, type Dynamics.bak in the Filename field.

  9. Click OK to exit the Destination window.

  10. Click OK to start the database backup.

    You should receive the following message when the backup process is complete:

    The backup operation has been completed successfully message.

  11. Repeat steps 1 through 10 for each company database.

To make a Full/Complete database backup in SQL Server 2005 or in SQL Server 2008, follow these steps:

  1. In the Connect to Server window, open SQL Server Management Studio. To do this, follow these steps:

    1. In the Server name box, type the name of the server that is running SQL Server.
    2. In the Authentication box, click SQL Authentication.
    3. In the Login box, type sa.
    4. In the Password box, type the password for the sa user, and then click Connect.
  2. Expand the instance of SQL Server.

  3. Expand the Databases folder.

  4. Right-click the DYNAMICS database, point to All Tasks, and then click Backup Database.

  5. In the Back Up Database - DYNAMICS window, verify that Full is selected in Backup Type.

  6. Click Add, and then click File Name. Browse to the location where you want to store the database backup.

  7. Type a name for the backup in the Filename field, and then click OK. For example, type Dynamics.bak in the Filename field.

  8. Click OK to exit the Destination window.

  9. Click OK to start the database backup.

    You should receive the following message when the backup process is complete:

    The backup of database 'DYNAMICS' completed successfully.

  10. Repeat steps 1 through 10 for each company database.

Additional tables in Microsoft Business Solutions - Great Plains 8.0

The following tables were added in Microsoft Business Solutions - Great Plains 8.0:

Sales
SOP00300 Sales Customer Item Substitute (Inventory Setup would need to be copied)
SOP10111 Sales Picking Instruction Master
SOP40101 Sales Workflow Setup
Inventory
IV00113 Item Price List Details
IV00114 Inactive Items
IV00115 Multiple Manufacture Items Master

The following table was added in Microsoft Dynamics GP 9.0:

IV00117 Item Site Bin Priorities

Note

The following three tools are also available:

  • The General Ledger Master Records Trigger tool
  • The Receivables Management Master Records Trigger tool
  • The Payables Management Master Records Trigger tool

These tools will let you add an account, a vendor, or a customer in a master database and then make the change to one database or to all databases. Each tool is sold separately or can be purchased in a bundle of the three tools. For more information, contact Global Support or send an e-mail message to mbsprofessionalservices@microsoft.com.

References

For more information about how to transfer setup information between company databases by using Microsoft SQL 2000 and DTS, see How to transfer setup information between company databases by using Microsoft SQL Server.

For more information about how to copy Fixed Assets setup files from an existing company to a new company in Great Plains, see Fixed Assets setup files to copy from an existing company to a new company in Microsoft Dynamics GP.

For more information about how to start over with only Project Setup Information in Great Plains, see You see unwanted data in Project Accounting after you start over in Microsoft Dynamics G.