Sage 300 CRE Separate Data folders

Question

Wondering if anyone out there can tell me if we're asking for trouble or if they've done this.. 
 Create a new company file using a different Data folder from the default where we have existing company files/folders (i.e. C:\ProgramData\Sage\Timberline Office\Data\). 
 We want to create a new company file and ideally have it separated from some of the existing companies so we might create C:\ProgramData\Sage\Timberline Office\Data2\ and store the new company files there. 
 Would really love some feedback. 
 Thanks, 
 J

ieXcel with Sage 300 CRE · Accepted Answer

Yes you definitely can do that. CRE allows multiple companies within a folder; and multiple folders. The structure of your record keys (Job code, GL Codes etc) can be different (or keep them the same) in each folder depending on why you want to split the companies out. You can limit access to each folder in Sage security or use Windows security to limit accessibility.

Todd with CBSNW · Answer

Joe, To expand on the previous post, Sage 300 CRE handles multiple company folders very well. You are able to store them in the same parent folder as your existing company folder, or in a completely different parent folder or location. If you are using Security, you can specify which users have access to which companies as well. 
 When it comes to location, I would recommend using a UNC path rather than a local drive path when adding to your Company list (when opening Sage or attempting to switch companies). So, rather than having a path of C:\ProgramData\Sage Timberline Office\Data\MyCompanyFolder, it would be \MyServer\Timberline Office\Data\MyCompanyFolder. Using a local path would work initially if you have only one user and Sage is installed only on one machine, but would become an issue when you need to transfer the install to a new computer (because the old computer is being replaced or drives are being replaced). To confirm further, you could have several different locations if you choose: 
 Example 1: 
 
 \MyServer\Timberline Office\Data\MyCompany1 
 \MyServer\Timberline Office\Data\MyCompany2 
 
 Example 2: 
 
 \MyServer\Timberline Office\Data\MyCompany1 
 \MyServer\Timberline Office\Data2\MyCompany2 
 
 Example 3: 
 
 \MyServer\Timberline Office\Data\MyCompany1 
 \MyServer\Accounting\Data\MyCompany2 
 
 Example 4: 
 
 \MyServer\Timberline Office\Data\Construction\MyCompany1 
 \MyServer\Timberline Office\Data\Manufacturing\MyCompany2 
 \MyServer\Timberline Office\Data\Property Management\MyCompany3 
 
 So, you can place company folders in multiple locations. They do need to all reside on a local drive of the machine/server with the server installation. They should be added to your menu using UNC paths (as above). It is best to name them differently and do not locate one inside a folder of another. Using Sage Administration, you can have them automatically backed up even when they are in different locations/parent locations. 
 A common practice is to create a second company folder specifically to manage Executive Payroll separately while sharing the same CM, AP, GL files as the main company. Point being the software is flexible and you can get very creative with them. 
 I hope that helps. 
 Todd Baker Sage Consultant

Sage Construction & Real Estate

Sage 300 CRE Separate Data folders

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