RapidStart Financial Implementation

This package is for organizations that do not manage or carry inventory and do not produce Purchase or Sales Orders. If you need carry inventory, please visit our RapidStart Financial & Distribution overview.

Details:

Includes:

  • Standard project plan
  • Standard task list
  • One planning meeting
  • Installation of SQL Server 2008 R2 or SQL Server 2012 on one SQL server
  • Installation of Microsoft Dynamics GP 2013 and Management Reporter on one SQL Server and up to 3 workstations
  • Standard RapidStart configuration of one company
  • Forms Modifications to include company logo addition to the following forms:
    • One Accounts Payable Check
    • One Accounts Receivable Invoice
    • One Accounts Receivable Statement
  • Standard Balance Sheet
  • Standard Statement of Profit and Loss
  • Standard Microsoft Dynamics GP Security configuration
  • Standard Management Reporter Security configuration
  • Go Live Support for the following modules:
    • General Ledger
    • Bank Reconciliation (Reconciling Accounts not included)
    • Payables Management
    • Receivables Management
  • Month End Training for the following modules:
    • General Ledger
    • Bank Reconciliation (Reconciling Accounts not included)
    • Payables Management
    • Receivables Management
    • Management Reporter – Report Generation
  • Conversion of Data
    • Master Records: Accounts, Customers, Vendors
    • Open Transactions: Beginning balances for Accounts, Receivables, Payables
    • Configuration Settings: Company Address, Customer type, Payment Terms, Shipping Methods, Fiscal Year
  • One project close meeting

Assumptions:

  • Client project team members will complete the following e-Learning courses available on CustomerSource no more than 30 days prior to Go-Live date.
  • Data for import will be provided to OTT in the format specified by OTT. Services performed by OTT to massage data for import will be billed outside the scope of this project.
  • Data validation post-import will be performed by client.  Services performed by OTT to assist in data validation will be billed outside the scope of this project.
  • Client will enter open outstanding bank transactions.
  • Services performed by OTT to analyze client’s business processes and modify standard configuration to accommodate said business processes will be billed outside the scope of this project.
  • Services performed by OTT beyond the Go-Live date will be billed outside the scope of this project.
  • Services performed by OTT to modify standard reports will be billed outside the scope of this project.  For example; replacement of existing fields, addition of fields, or removal of fields from standard Microsoft Dynamics GP standard reports.
  • Services performed by OTT to modify standard forms beyond the addition of the company logo will be billed outside the scope of this project.
  • Services performed by OTT to modify the Standard Balance Sheet and/or Standard Statement of Profit and Loss will be billed outside the scope of this project.
  • Training/Documentation templates included are:
    • Dynamics GP How to add a customer
    • Dynamics GP How to add a vendor
    • Dynamics GP How to enter a payable computer check
    • Dynamics GP How to enter payable invoices and credit memos
    • Dynamics GP How to enter receivable cash receipt
    • Dynamics GP How to enter receivable invoices and credit memos
  • Services performed by OTT to provide additional documentation beyond the following templates will be billed outside of the scope of this project.

Contact OTT, Inc. now to get started