Finance, Sales, Purchasing: 9-day Implementation

Working with a number of Customers, Columbus UK have created a pre-configured solution that meets the commonly requested Finance, Sales, Purchasing and Fixed Assets 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 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

Fixed Assets

Fixed Assets

Agenda

Day 1 - Getting started

• Setup finance
• Setup sales
• Setup purchasing
• Setup Fixed Assets

Days 2, 3 and 4 - Managing static data

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

Days 5 and 6 - Managing opening balances

• Identify key Customer, Vendor, Bank, General Ledger and Fixed Asset 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