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IMPORTANT UPDATE in WMS 4.6.x |
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Beginning in WMS 4.6.x, company databases are only created, removed and upgraded by the administrator on the WMS Server using the Database Maintenance Utility; individual workstation users will no longer have the ability to create, remove and upgrade company databases from individual workstations. |
A company is used in WMS for tracking all activities that revolve around production building. Each company has a separate physical database that tracks divisions, areas, jobs, suppliers, pricing, purchase orders, templates, and schedules. At least one company must be defined in order to use the WMS software.
The configuration options selected affect all companies in the database and all user workstations. This allows the client to set up the corporate preferences one time, on one workstation. The preferences are effective on all workstations, in any new company that is set up, or any existing company selected in which to work.
From the File menu, select New Company.
Or, click on the 
Create New Company icon within the File toolbar.
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Note |
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A new company may be created only if the user is not currently logged into an existing company. If the user is logged in to a company, the New Company menu is disabled. In this case, select File > Close Company, or click the |
Type the name of the company in the Company Name dialog box. This is the name that will display in the status bar when the user is logged in to the company.
ClickOK.
Select the appropriate database option:
Create new company database - This option creates a new database from scratch for the new company.
Link to existing company database - This option creates a new company entry in the .INI file and links it to an existing database already located on disk.
Select the appropriate database configuration:
Local Database - This option creates a company database on the local machine that is running WMS. If this option is selected, the Server Name edit box is automatically filled in with the current machine name.
Server Database - This option creates a company database on a network server. If this option is selected, the Server Name 
Browse icon becomes enabled allowing the user to browse the network for the correct server name.
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Note |
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If the user is creating a local database, the Firebird server engine must be installed on the machine before this option will work. |
Complete the Path to Database section.
Click the Browse icon.
Browse to and click on the correct folder.
Click OK. If the folder for the new database does not exist, click on Make New Folder and type the folder name to create.
Press the Enter key.
Click OK.
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Note |
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The path must be the relative path to the directory and cannot contain share names or mapped drives. In other words, it must be the path to the directory as if the user was located at the server operating Windows Explorer and navigating to the directory on the server. Example: The database is located in C:\BuilderMT\ProductionData\BMTData on the server. From the workstation, the user is accessing the database on the mapped T: drive in T:\BMTData. The correct path to the database in this case would be C:\BuilderMT\ProductionData\BMTData. |
The process to create the new database takes several seconds. A Database Creation Status progress window displays while the database is created.
Once the database is created, a prompt appears to log in to the database. See Opening companies for information on logging into the database.
As soon as the user is logged in to the new company, the next step is to complete the company-specific information. See Editing Company Information.
Introduction to the Database Maintenance Utility
Create New Company Database (WMS 4.6 and higher)
Establishing Company Information
Defining the Company Work Week and Calendar
Company Sales Center Integration Settings
Company Estimating Integration Settings
Company Accounting Integration Settings
