How to Setup New Company in Sage 300 CRE

System Requirements and Preparation

Before beginning the company setup process, ensure your system meets all necessary requirements. You must have full administrative rights, which include write access to the Windows registry and all folders on the computer, including rights to the root of all hard drives.

Hardware and Software Prerequisites: • Sufficient hard disk space for installation • Latest version of Sage 300 CRE installed • Windows operating system with latest updates • Full administrative access rights • System Database configured for application security

Initial Setup Process

Logging In and Basic Configuration

1. Log into your system with full administrative privileges.
2. Ensure the System Database is properly configured to enable application security.
3. Verify that all required services, including Pervasive.SQL, are running with appropriate permissions.

Creating the New Company

To create a new company within Sage 300 CRE, follow these detailed steps:

1. Navigate to the selection company window.
2. Click on "Add Company".
3. If already logged into another company:
   • Click on File
   • Select New
   • Click on Company
   • Enter the required password
   • Click OK

Company Configuration Details

Basic Information Entry

When setting up your new company, you'll need to provide essential information:

• Registration name • Client number (10-digit number starting with 4) • Software Country • Industry Type • Company destination folder

Security and Access Settings

Proper security configuration is crucial for protecting your company data:

1. Configure application security settings
2. Set up user permissions and access levels
3. Establish password policies
4. Define user roles and responsibilities

Data File Setup

File Location Configuration

When setting up data files:

1. Choose appropriate file locations for company data
2. Convert mapped drives to UNC paths for better accessibility
3. Ensure proper sharing permissions are set
4. Verify network access rights for all required users

Backup Configuration

Implement a robust backup strategy from the start:

1. Set up regular backup schedules
2. Define backup locations
3. Test restore procedures
4. Document backup processes

Advanced Configuration

System Integration

For optimal performance, configure these essential integrations:

1. Set up SQL Server if using Sage SQL Replicator
2. Configure any third-party integrations
3. Establish connection parameters
4. Test all system interconnections

Financial Setup

Configure your financial parameters:

1. Set up chart of accounts
2. Define fiscal periods
3. Establish tax settings
4. Configure currency options if applicable

Post-Setup Verification

Testing and Validation

After completing the setup, perform these essential checks:

1. Verify all company data is accessible
2. Test user access and permissions
3. Confirm backup systems are functioning
4. Validate all integrated systems are communicating properly

Best Practices and Maintenance

Ongoing Management

To ensure optimal system performance:

1. Regularly review and update security settings
2. Monitor system performance
3. Maintain regular backups
4. Keep documentation updated
5. Schedule regular maintenance checks

Training and Support

Ensure proper system usage by:

1. Documenting company-specific procedures
2. Training new users on system basics
3. Maintaining updated user guides
4. Establishing support protocols

Troubleshooting Common Issues

Common Setup Challenges

Be prepared to address these frequent setup issues:

1. Permission errors: Ensure proper administrative rights are assigned
2. Database connectivity issues: Verify Pervasive.SQL service settings
3. Network access problems: Check UNC paths and sharing permissions
4. Integration failures: Confirm all system prerequisites are met

Documentation and Maintenance

Record Keeping

Maintain detailed records of:

1. System configuration settings
2. User access levels
3. Backup procedures
4. Emergency contact information
5. Support resources

Final Steps

System Verification

Before going live:

1. Perform a complete system test
2. Verify all modules are functioning correctly
3. Ensure all users can access required features
4. Confirm data integrity and backup systems
5. Document any custom configurations

Conclusion

Setting up a new company in Sage 300 CRE requires careful planning and attention to detail. Following these comprehensive steps will ensure a successful implementation and provide a solid foundation for your company's financial management system. Remember to maintain regular backups, keep documentation updated, and establish clear procedures for ongoing system maintenance and support.

By following this detailed guide, you'll be well-equipped to handle the setup process efficiently and avoid common pitfalls that could cause issues down the line. Regular maintenance and proper user training will ensure your Sage 300 CRE implementation continues to serve your company's needs effectively.

Sources: [1] https://www.accountingadvice.co/access-my-companies-in-sage-300/ [2] https://cdn.na.sage.com/Docs/en/customer/300cre/22/open/UserGuide.pdf [3] http://cdn.na.sage.com/Docs/en/customer/300cre/18_1/open/UserGuide.pdf [4] https://support.procore.com/products/online/user-guide/company-level/erp-integrations/sage-300-cre/tutorials [5] https://ethosystems.com/blog/new-sage-300-cre-user-training-wheres-the-manual/ [6] https://support.procore.com/products/online/user-guide/company-level/erp-integrations/sage-300-cre/setup-guide [7] http://cdn.na.sage.com/Docs/en/customer/300cre/23/open/UserGuide.pdf [8] https://mindovercorp.com/how-to-set-up-new-customer-ar-sage-300