Finance, Sales, Purch & Item: 9-Day Implementation

Based on our experience with a number of customers, Columbus UK has created a pre-configured solution that meets the frequently requested Finance, Sales, Purchasing and Inventory requirements.

Deliverables

During the nine days, a Columbus UK Functional Consultant will provide expert assistance and guidance to enable the implementation of the following Dynamics 365 Business Central 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

Inventory

• Basic Inventory
• Item Cross References
• Item Categories
• Item Attributes

Agenda

Day 1 - Getting started

• Setup finance
• Setup sales
• Setup purchasing
• Setup inventory

Days 2, 3 and 4 - Managing static data

• Identify key data such as customers, vendors, bank accounts and items
• Populate data take on templates and import into Dynamics 365 Business Central

Days 5 and 6 - Managing opening balances

• Identify key customer, vendor, bank, and general ledger opening balances
• Import data into Dynamics 365 Business Central

Days 7 and 8 – Training

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

Day 9 - Go Live

• Successfully manage the transition to a live solution

• Training provided on functional areas in scope