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You have the ability to create a "clean" company, which has setup data but not transaction data.  You can create a copy of a company, and then easily delete the transaction data associated with that company, which gives you a clean company to work with. This is useful when you have a PILOT company, and you want to create a second PILOT company that keeps the setup data but not the transaction data. 

Important: In order to delete database data (step 3) from the Clean Company package, you need a developer license. A customer license does NOT have permission to delete data from all of the tables created in the Clean Company package.

To create a clean company

  1. Copy an existing company.

    1. In the Search box, enter companies, and then choose Companies.

    2. Select the company that you want to copy.

    3. On the Home tab, choose Copy. The Copy Company window opens.

    4. Enter the name of the new company.

    5. Click OK.

    6. Select the company that you just created.

    7. On the Actions tab, choose Change Company Status. The Change Company Status window opens.

    8. Select Testing for the New Company Status field. Companies with a status of Testing or Development allow you to delete data from the company.

    9. Click OK.

    10. Click Yes at the warning message. The status of the new company is Testing.

    11. Switch to the company that you just created.

  2. Create a Clean Company package. This steps creates a package that contains the tables that typically contain transaction data, which is what you want to delete from your copied company.

    1. In the Search box, enter configuration packages, and then choose Configuration Packages.

    2. On the Actions tab, in the Functions group, choose Create Clean Company Package.

    3. In the Code field, enter the code to represent the Clean Company package. For example, CLEAN_PILOT1.

    4. In the Package Name field, enter the name that describes the package.

    5. Click OK. Once the package is created, the Config Package Card window opens. If required, you can now add any custom tables that you also want to delete data from, or remove any tables that you don't want to delete data from.

  3. Delete database data. This step deletes the data from the Clean Company package that you just created. Database data can only be deleted for companies that have a status of Testing or Development on the Companies window. Note: This function does NOT run data deletion integrity checks.

    You should be on the Config. Package Card for the Clean Company package that you just created.

    1. To delete the data from all of tables listed in the package, on the Home tab, in the Process group, choose Delete Database Data.

      Warning: All data will be deleted in the listed tables. This process does NOT validate the data being deleted.

    2. Click Yes at the confirmation message. The data is deleted. This may take a while depending on the number of records.

    4. You now have a clean company with which to start working.

See Also

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