Econix InfoTech

Make new organizations in Business Central

In Business Central, the container for business data that belongs to a business unit or legal entity is referred to as a company. When you sign up for Business Central, you’re given a demonstration company and an empty company, My Company. Switching between the companies is easy:

Note

To create a new company, you must be assigned to the Super permission set.

When you create a new company, an assisted setup guide helps you get the basics in place. Then, you can import data from your legacy system or another company in Business Central.

Select the right template

  1. If you decide to add a company to your Business Central, you can use the Create New Company assisted setup guide to get started. The setup guide is available from the Companies page and from the lookup in the Company field on the My Settings page.

    The setup guide offers three templates and a blank option:

    • Evaluation – Sample Data
      Create a company that’s similar to the demonstration company with sample data and setup data. This type of company is available to you without switching to a 30-day trial period, which the other types do.
    • Advanced Evaluation – Complete Sample Data Create a company with the Advanced functionality scope, which has everything you need to evaluate the product for companies with advanced processes. This type of company is available to you without switching to a 30-day trial period, which the other types do.
    • Production – Setup Data Only
      Create a company that’s similar to My Company, with setup data such as a chart of accounts, payment methods, and financial report definitions, but without sample data. You can use this company for a 30-day trial period.
    • Create New – No Data
      Create a blank company without setup data. You can use this company for a 30-day trial period.

When you create a new company, an assisted setup guide helps you get the basics in place. Then, you can import data from your legacy system or another company in Business Central.

When you sign in to a new company, the Company Setup assisted setup guide helps you get started. The guide asks for information about your business, such as the address, bank details, and inventory costing method. This information forms the basis for many areas in Business Central so you won’t have to set them up manually.

For example, Business Central includes your company address in invoices and other documents and your bank information in payments. The costing method is used to calculate prices and inventory valuation.

After the basics are in place, you can set up the remaining core areas. Then, you’re ready to add business data, such as customers and vendors. For more information, see Set Up Business Central.

Business Central users sometimes support more than one department or suborganization within a business unit. For example, a business might have sales offices in different cities and multiple countries/regions, so it has created a separate business unit for each office. The offices that are in the same country/region are set up as separate companies in a shared environment. Other offices are created as companies in separate environments because they are geographically based in other countries/regions.

  • What’s a company?

    Think of a company as a container that holds information about a legal entity. Using the example above, the business has a sales office in Seattle and another in New York, so it creates a company in Business Central for each office so that it can manage operations for each office separately.

  • What’s an environment?

    Companies in Business Central online exist in what are referred to as environments. There are two types of environments, Production and Sandbox. In short, production environments contain live business data, and sandbox environments are used as a safe place to test things like new business processes or features. For more information, see Types of environments (in English only). If you have access to a company, you have access to the environment it’s in. If you have access to more than one company, and those companies are in different environments, when you sign in to Business Central you must specify the environment that you want to work in. Environments are particular to a given country/region, so if your organization works in multiple countries/regions, you need separate environments for each country/region. For more information, see Environments and companies (in English only).

After you create a company, you can’t change its name. You can, however, change its Display Name, which is text that shows for the company throughout the application.

LATEST INSIGHTS

REQUEST
FOR A CALL BACK
Provide discussion information and we’ll get back to you as soon as possible

GDPR and Consent Agreement

I consent to having this website store my submitted information so they can respond to my inquiry. Please read our privacy policy for more details.

Customer Satisfaction

Satisfaction
0%