Dist and Mod Cplx Financials: 10-Wk Implementation

Kick-off Discovery Session to validate Financial requirements and to validate Distribution and Inventory Management requirements Distribution and Inventory Management

• Inventory and non-stock items
• Item cross-references and item substitutions
• Lot or Serial Number tracking (Item tracing)
• Bin contents and stock-keeping units
• Item creation approvals workflow
• Sales quotes, orders, invoicing, credits
• Purchase quotes, orders, invoicing, credits
• Transfer orders between locations
• Custom inventory management reports (up to 4)

Financials and General Ledger

• Multi-company (up to 3) and multi-currency (up to 3)
• Setup of 2 Global Dimensions (up to 4 dimensions in total)
• Setup of bank accounts with import from bank for reconciliation (up to 3)
• Accounts Payable (up to 2 formatted cheques + EFT for 3 Canadian bank accounts).
• Account Receivable
• Departmental budgets
• Inter-company posting / consolidation

Data Migration from Current Financials

• Data Migration using a test company
• Data Migration of Customers and Vendors, items, open inventory balances, open PO and SO
• Redesign of Chart of Accounts for optimal use in Business Central
• Data Migration of opening balances for AR, AP, GL with 2 years of GL history Remote Virtual Classroom training (5 or less)
• Train the Trainer for building super-users
• Inventory Management, shipping & analysis reports
• Sales Orders, Purchase Orders and planning
• Financials and dimension and dimension analysis Advanced forms layout design
• Format sales order confirmation forms, packing slips and Bill of Lading forms
• Format cheque / check layout (stub, header, and footer) for up to two standard cheques.
• Layout customizations to sales quote, sales invoice, and purchase order reports.
• Forms training on modifying layouts for sales orders and POs Implementation Support
• Recommendations for User Acceptance Testing and Change Management
• Dedicated support hours for Go-Live

Project Management & Advisory Services