Business Central Finance: 8-Day Implementation

Working with a number of customers, Columbus UK has created a pre-configured Finance, Sales, and Purchasing solution that meets the commonly requested Finance, Sales, and Purchasing requirements of UK Businesses.

Deliverables

During the eight days a Columbus UK Functional Consultant will provide expert assistance and guidance to enable the implementation of the following Dynamics 365 Business Functionality;

Finance

• Basic General Ledger (Chart of Accounts, General Journal Templates and Batches and Intrastat Journals)
• Cash allocations
• Budgets
• Account schedules and schedule lines
• Change log
• Bank account management and reconciliation
• Electronic payments
• Payment handling
• Deferrals
• Multiple currencies
• Basic dimensions
• Employee Ledger entry

Sales

• Basic receivables
• Sales invoicing
• Sales order management
• Sales invoice discounts
• Alternative ship-to addresses
• VAT

Purchasing

• Basic payables
• Purchase invoicing
• Purchase order management
• Purchase invoice discounts
• Alternative order addresses
• Salespeople / purchasers

Agenda

Day 1 - Getting started

• Setup finance
• Setup sales
• Setup purchasing

Days 2 and 3 - Managing static data

• Identify key data such as Customers, Vendors, and Bank Accounts
• Populate data take on templates and import into Dynamics 365 Business Central

Days 4 and 5 - Managing opening balances

• Identify key Customer, Vendor, bank, and General Ledger opening balances
• Import data into Dynamics 365 Business Central

Days 6 and 7 – Training

• Training on all the functional areas listed under Deliverables with your data to bring it to life

Day 8 - Go Live

• Successfully manage the transition to a live solution

*Training provided on functional areas in scope