Reporting to the MAX including Point of Sale and Non-profit Versions Module
CV - Installation Question

Question:

How do you change a Reporting to the MAX including Point of Sale and Non-profit Versions 3 character company code?
 

Possible Causes:  N/A

What's Probably Occurred: N/A

What Needs to Happen:

Here are the steps to change a Reporting to the MAX Accounting Software 3 character company ID
 

1. Its probably best to use CMS's backup program to do a backup of this company code.  Enter the company code for company being changed">

   For Cougar Mountain Software Support's Professional Version (V2012, V2011, V2010, V2009, V12-V6)

   Reporting to the MAX including Point of Sale and Non-profit Versions Tech Tip Reporting to the MAX including Point of Sale and Non-profit Versions Module CV - Installation Question Question: How do you change a Reporting to the MAX including Point of Sale and Non-profit Versions 3 character company code?   Possible Causes:  N/A What's Probably Occurred: N/A What Needs to Happen: Here are the steps to change a Reporting to the MAX Accounting Software 3 character company ID   Its probably best to use CMS's backup program to do a backup of this company code.  Enter the company code for company being changed, the main CMS screen do a back up, Option > Back Up Company, Backup and click on OK From the Set Up/Select company screen click on New From the Attention Reporting to the MAX DOS Users screen click on NO From the Add New Company screen click on the radio button Custom and click on OK From the CMS Company Information screen fill in the company info and click on OK From the CMS Company Information screen fill in the company info and click on the bottom tab System Settings Tab From the CMS Company Information-System Settings Tab screen fill in the System Date Prompt  and Misc. (this should match the settings on the previous company code) and click on OK From the CMS Company Information screen fill in the company info and click on the bottom tab System Settings Tab From the Fiscal Calendar screen fill in the Fiscal Year Start (this should match the settings on the previous company code) and click on OK From the Install CMS Modules screen install modules  (this should match the settings on the previous company code) and click on OK  During this installation, you will get a warning about one or more files created already existed, just click on   OK   and ignore this message, it has no significance.   When all modules have been installed, click on  Close  From the CMS Main Menu for the New Company  click on GL, then Options, and Module Preferences.  Check the box next to Balance Forward Entries Completed,  and click on OK From the Balance Forward Entries Completed screen  and click on YES Now exit Reporting to the MAX including Point of Sale and Non-profit Versions completely Next the files need to be relocated and the file names changed.    The easiest way to do this, it to do this from DOS (eg.   XCOPY M:\CMSWIN\OLD\OLD*.* M:\CMSWIN\NEW\NEW*.* /Y ) where OLD is replaced with the old company code and NEW is replaced with the new company code . Enter Cougar and select the company code, the system will probably want to perform a Windows to Window conversion and click on YES   It will ask you whether you have backed up   and click on YES Next its best to check that the customer, vendors, chart of accounts are present.  Other reviews of data are optional. Next close go to Security, Add/Change Users, Copy Users From the CMS Copy User screen highlight the users to be transferred, click on ADD and click on OK, then click on  Cancel, then click on  Close  Everything is read for the new company.  You may want to maintain the old company code for a month or so, to make sure that its OK.   I would either compress the old company files or rename the data directory so no one can get in there in error  After an appropriate amount of time, the OLD company code should be removed. Removing the company code, does not remove the data.  That has to be done manually.  Usually using Windows Explorer.   Probable Solutions:   How to Avoid in the Future:   Suggestions to Cougar on improving the software:   Screenshot Section Thumbnail image, click to enlarge Thumbnail image, click to enlarge   Thumbnail image, click to enlarge Thumbnail image, click to enlarge   Thumbnail image, click to enlarge Thumbnail image, click to enlarge   Thumbnail image, click to enlarge Thumbnail image, click to enlarge   Thumbnail image, click to enlarge Thumbnail image, click to enlarge   Thumbnail image, click to enlarge Thumbnail image, click to enlarge     Thumbnail image, click to enlarge Thumbnail image, click to enlarge   Thumbnail image, click to enlarge