For Classic Client versions of NAV. NAV 2016 and Later we recommend using the copy company function.
NOTE: The attached document contains screenshots for the below instructions.
Creating a Test Company in a Navision Database
These instructions are meant to be a step-by-step guide to creating a test company within the Navision Database. Test companies are useful as a training resource and for testing Navision functionality without affecting live data. Test companies are created using current data from the main company within a database. It is recommended to update Test Company data periodically as transactions are not duplicated across companies.
Creating a Test Company
. Ensure user creating the test company is a SUPERUSER
. Ensure all other users are logged out of Navision during this procedure
Only a SUPERUSER has the permission to complete all steps. All other users must be logged out to guarantee no data is lost during test company creation.
Step 1: Make backup of entire database and all companies
NOTE: Make sure again all users are logged out of Navision
. Tools > Backup
Check ALL companies listed
Data Common to All Companies
File Name: Save to backup location with same name as above
. After the backup runs successfully a confirmation message will appear
Step 2: Rename Main Company to TEST Company
Rename the Main Company (or company with data to copy into Test Company)
. File > Company > Open
. Select the Main Company (or company with data to copy into Test Company)
Double-check that the Company name in the top left Header is the correct company
. File > Company > Rename
. Type in "TEST Company" in New Company Name in Rename Company table
Double-check that the Company name in the top left Header is the new TEST company name
Step 3: Restore Main Company
Restoring the main company from the database backup will automatically create "another" company. This will have the same information as the Test Company. Navision wouldn't allow 2 companies to have the same name in a database. If the main company hasn't been renamed to Test Company (Or another name) then an error will prevent this next step.
. Tools > Restore
. Locate database just backed up
Check only the main company just renamed into Test Company
There should now be a Test Company, Main Company, and any other companies setup up in Navision. The Test Company will have most current date and ready to use.