USA remote: Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability and completeness of your ERP financial and distribution install. Endeavour 30+ years in Dynamics.
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