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Procedure documentationConfiguring Companies Using Express Configuration

Procedure

Creating a New Company Using the Express Configuration Wizard

  1. Log on to SAP Business One and choose the Change Company button.

  2. In the Choose Company window, from the New dropdown list, choose New Using Wizard.

  3. In the Site User window, specify the site user ID and password.

    The Express Configuration Wizard appears.

  4. In the Welcome window, choose Next.

  5. In the Creating a New Company window, make the required settings and choose Next. For more information, see Express Configuration: Creating a New Company

    SAP Business One creates a new company with the company details you specified.

  6. When prompted, enter a password for the new company.

  7. In the SAP Business One End-User License Agreement window, specify the relevant data and choose I Accept.

    The express configuration wizard appears. You can continue configuring the company database by going through the wizard step-by-step, as described starting with step 2 of the section Configuring an Existing Company Using the Express Configuration Wizard below.

Configuring an Existing Company Using the Express Configuration Wizard

  1. From the SAP Business One Main Menu, choose Start of the navigation path Administration Next navigation step System Initialization Next navigation step Implementation Center Next navigation step Implementation Tasks End of the navigation path.

    The Implementation Tasks window appears.

  2. Click Configure Company Settings.

    The Express Configuration Wizard appears.

  3. In the Welcome window, choose Next.

  4. Configure the required settings in the following windows:

    1. Express Configuration: Step 1 - Company Details

    2. Express Configuration: Step 2 - Defining Currencies and Exchange Rate Postings

    3. Express Configuration: Step 2 - Defining the Chart of Accounts

    4. Express Configuration: Step 2 - Determining G/L Accounts and Tax

    5. Express Configuration: Step 2 - Defining the Inventory System

    6. Express Configuration: Step 3 - Banking

    7. Express Configuration: Step 4 - Business Partners

    8. Express Configuration: Step 5 - Inventory

    9. Express Configuration: Step 6 - Sales and Purchasing

    10. Express Configuration: Step 6 - Sales and Purchasing

    11. Express Configuration: Step 7 - Users

  5. To finalize the configuration, choose Finish.

    The application saves the settings, which you can view in the configuration report. To open the report, click the hyperlink in the final step of the wizard.

More Information

Express Configuration