Creating Your Company Profile

The first time you sign on as the system administrator to a new company, you must activate Administrative Services and Common Services. You must also set up your company profile, which is done as part of activating Common Services.

To create a profile for a new company:

1. On the Sage 300 desktop, click File > Open Company.
2. In the Company field, select your company name from the list, and then click OK.

   If you open a new company database whose system database has not yet been used, you are prompted to activate Administrative Services.

3. When the Administrative Services Activation screen appears, click Proceed.
4. When the Common Services Activation screen appears, enter the starting date of your current fiscal year.

   The system creates this fiscal year on your company calendar.

   Note: The default fiscal year starting date is the session date that you entered at sign-on.

5. Click Proceed.

   Common Services activation begins. During activation, tables to store company information are created, and you set up your company profile. For more information about the fields and options on the company profile, see Company Profile Screen.

6. Click Save, and then click Close.

   Note: After saving your company profile, you cannot change the Multicurrency option or the functional currency.

To change information in your company profile:

1. Open Common Services > Company Profile.
2. Edit your company profile.
3. Click Save, and then click Close.