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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Framework or Procedure...
Small and medium business | Business Central, N...
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Framework or Procedure for BC Implementation

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Posted on by MahGah 15,433

Hi

I wonder if anyone put step by step guideline for BC implementation together? I mean all steps before even data migration starts? Also, if any important tips required by each step? 

Below is my understanding but I am looking for a better framework or procedure. 

Thanks 

  • Create Company
    1. Company Information
  • No series
    1. For basic stuff.
  • General Ledger Setup
    1. Local currency
    2. Local Address Format
    3. Unit Amount Decimal
  • Chart Of Accounts
    1. Posting Accounts / Totals Accounts.
    2. Sales / Purchase Accounts
    3. Account Category and an Account Subcategory
  • Dimensions
  • Accounting Periods
  • Posting setup
    1. Customer Posting Groups
    2. Vendor Posting Groups
    3. Inventory Posting Groups
    4. etc
  • Sales & Receivable Setup
  • Purchase & Payable Setup
  • Marketing Setup
  • Tax setup
    1. Tax area
    2. Sales Tax
    3. Purchase Tax
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 993 Super User 2024 Season 1 on at
    RE: Framework or Procedure for BC Implementation
    [quote user="MahGah"]

    Hi Zhu

    Thank you so much for great info. These were very useful. I am end user and want to understand BC better. In consulting world how consultant determine which modules needed? I mean is this through discovery? Or consultant has a list of questions to go through or ...? Thanks

    [/quote]

    I think this can variate a lot from consultant to consultant and customer to customer.

    In many cases the customer present a RFI/RFP where there is a description of their business and their business processes. In many cases companies use and "independent" consulting firm to help them produce those documents. Then we can fairly easy determine what modules are needed.

    In other cases we have workshops with the customer to go through their business before we decide the configuration and modules needed.

    Some use a list of questions when they have these workshops. Personally i prefer when the customer gives me a free description of their business and their processes, then i can fill in with my questions where i feel i need more info. 

    In cases you use a standardized question form there is a risk of missing out things that your questions might not cover.

    In think in many projects a mix of approaches are needed to get the best result.

  • MahGah Profile Picture
    MahGah 15,433 on at
    RE: Framework or Procedure for BC Implementation

    Hi Zhu

    Thank you so much for great info. These were very useful. I am end user and want to understand BC better. In consulting world how consultant determine which modules needed? I mean is this through discovery? Or consultant has a list of questions to go through or ...? Thanks

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 75,595 Super User 2024 Season 2 on at
    RE: Framework or Procedure for BC Implementation

    Hi, I don't think there is a fixed one, and the settings are different depending on the functions used by customers.
    For example, if the company only uses the finance module, then Customer Posting Groups, Vendor Posting Groups, Inventory Posting Groups may not need to be set up.
    In addition, if the customer needs to use the fixed assets module, FA Posting Groups also need to be set.

    I think the following points can be added to the information you provided. (May be missing)
    ・Payment Setup (Terms and Method)
    ・Inventory Setup
    ・Warehouse Setup
    ・Currencies
    ・Price
    ・Fixed Assist
    ・Report Layout Setup
    ・Sales Person
    ・User Permission

    If the customer uses Job, Service, and Manufacturing, more settings will be added.

    Hope this helps.

    Thanks.

    ZHU

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