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Rental Process Management: 6-Wk Implementation

Suite Engine LLC

This engagement provides a complete implementation of Microsoft Dynamics 365 Business Central with Rental Process Management (RPM) in 4-6 weeks.

Deliverables

Complete all setup and configuration to run the following functional areas:

Rental Process Management (RPM)

  • Includes rental setup, auto-dimension setup, rental product lines, categories, subcategories and units, work orders, and planned maintenance

Financial Management

  • Includes GL setup, no. series setup, dimension setup, bank accounts, bank reconciliations, and base financial reports (income statement, balance sheet, cash flow)

Base Inventory

  • Includes inventory setup, Items and associated UOM, location setup, transfers, and item dimensions

Accounts Receivable

  • Includes customers, open A/R entry migration, deposits, sales and receivable setups, resources, and customer statements

Accounts Payable

  • Includes vendors, vendor payments, open A/P entry migration, purchases and payables setups, and AP check layout

Configure Printed Documents

  • Rental contract, rental quote, sales quote, sales order confirmation, rental invoice, sales invoice, rental credit memo, sales credit memo, and purchase order

Training Included

  • A/R, A/P, and GL training - deposits, bank recs, journals, and check payments
  • Rental, sales, and purchase order processing training
  • RapidStart data migration tool training and assist with loading opening balance AR, AP, GL, and inventory values
  • Permissions setup assistance and training
  • Assist in closing first month books

Assist with data migration of Customers, Vendors, GL Accounts, Items, Rental Units, Fixed Assets

  • Client must provide clean data in Excel format

Limitations

  • Limited to one company setup (must include a rental operation)
  • No customization
  • Limited to five full Dynamics 365 Business Central user licenses (Need more than five users? Call us before purchase)
  • Remote implementation only
  • Implementation timeline subject to availability of client and/or Suite Engine consultant
  • Suite Engine must be your partner of record
https://gallery.azure.com/artifact/20151001/suite_engine.business_central_complete_rental_implementation.1.0.4/Artifacts/SampleImage/e00cecaa-0bfd-49e5-b70a-c7519a7622f1.png
https://gallery.azure.com/artifact/20151001/suite_engine.business_central_complete_rental_implementation.1.0.4/Artifacts/SampleImage/e00cecaa-0bfd-49e5-b70a-c7519a7622f1.png
https://gallery.azure.com/artifact/20151001/suite_engine.business_central_complete_rental_implementation.1.0.4/Artifacts/SampleImage/87e7246e-01f2-4854-b308-673749932f6b.png
https://gallery.azure.com/artifact/20151001/suite_engine.business_central_complete_rental_implementation.1.0.4/Artifacts/SampleImage/69e128b5-f5d3-472d-bfaa-37a0c1b60d1a.PNG