web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

Framework or Procedure for BC Implementation

(0) ShareShare
ReportReport
Posted on by 15,529

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
I have the same question (0)
  • Verified answer
    YUN ZHU Profile Picture
    95,729 Super User 2025 Season 2 on at

    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

  • MahGah Profile Picture
    15,529 on at

    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

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at
    [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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,468

#2
YUN ZHU Profile Picture

YUN ZHU 923 Super User 2025 Season 2

#3
Sumit Singh Profile Picture

Sumit Singh 607

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans