D365 BC Financial & Distribution+: 10-wk Implement

In this 10 + week implementation, we deploy the GL, AP, AR, Banking, Cashflow, Sales Order, Processing, Purchase Order, Processing, Inventory Management, and Basic Warehouse Management as well as functionality such as Jobs / Project Management, Service Management, & Manufacturing all depending on your business needs. This implementation takes up to 16 weeks.

Features for this package can vary. To find the features needed for you company we will perform the following tasks to get a better view of your process.

• Implementation questionnaire and business process review • Functional requirements and fit/gap document.

This implementation includes:

Our implementation specialists will use our proven ClearPath methodology and Rapid Implementation to make your process as smooth as possible!*

Functionality: • GL • AP • AR • Banking • Cashflow • Sales Order • Processing • Purchase Order • Processing • Inventory Management • Basic Warehouse Management • Advanced features and functionality where needed

Features:

• Implementation questionnaire and workshop
• Setup of a single company
• Import of master data.
• Import of GL balances and net changes.
• Import open AP and AR.
• Creation of Balance Sheet, Income Statement, and Cashflow
• Training
• First Month End Closing support
• User personalization
• User account permissions
• Import of items.
• Import item beginning balances.
• Setup and configure sales order processing.
• Sales process training.
• Setup and configuration of purchase order processing.
• Purchase process training.
• Modify standard Word template reports for sales and purchase orders.
• Bin management
• Warehouse shipments and receipts.
• Outlook integration
• Emailing documents (Invoices, Sales Orders, Purchase Orders)
• Extra functionality where needed

*Data Conversion not included in listed price