Implementation Checklist

Implementation Checklist

Items in green will be performed by C.I. personnel.


INSTALL SOFTWARE

    Create Folders

        C:\BizAppSchedulingEngine

        C:\BizAppClients

                /Live

                /Beta

        C:\BizAppWorkspace

        C:\UpdateSite

        C:\BizAppDBbackups

        ~ BizAppRepository  (This must be located on company shared Server)

    Scheduling Engine

    Jboss

    QuickBooks Bridge

         (QB Integrated Application Permissions, Locations, Ports, Default Items)

    Client Installs

    Create Update Site (download and unzip ‘update.zip’ file to C:\UpdateSite)

COMPANY INFO

    Default Company Contact Info in System Preferences

    Locations

        Roles

    Users

        Permissions

Sales Reps    (Window/ShowView/Other/SalesReps)

    Address info

    Shut Down Days (Window/ShowView/Other/ShutdownDays)

    Part Groups


SYSTEM PREFERENCES

    Connections

        Scheduling Engine Server

        DB Server

        Jboss Server

            Topic Name (if necessary)

    Login - Set up Administrator Access

Credit Report Recipients

    Email (Host/Ports/Username/Password)

    Set up File Repository

    Form Preferences & Customizations

   

    Sales & Order Settings (Drop Down Lists, Preferences, etc)

        Ship Via

        FOB Options

        Terms  (Vendor & Customer Combined)

    Shipping Regions, Drivers and Rules in System Preferences


ACCOUNTING

    Accounts

        Import GL Accounts/Link GL Accounts to QB

        Default Accounts in System Preferences

        Payment Method Options

        Link Accounting Package to BizApp

VENDORS

Import/Link Vendors to QB

Locations

    Defaults: Terms, ShipVia

System Preferences for Purchase Orders

CUSTOMERS

    Import/Link Customers to QB

    Customer ShipTo Locations

        Defaults: ShipVia, FOB, Terms(only if different from System default Terms)

(Optional)

Credit Limits

        Customer Status Options in System Preferences

        Customer Business Type Codes in System Preferences

BILL OF MATERIALS

    Rules for Assembly & BOM configurations in System Preferences

    System Preferences for Part Number Creation

    Templates

    Template Inputs

SCHEDULES

    Link Schedules

    Lead Days

    Process Days

    Days in Operation Periods

    Grouping Method

    Schedule Properties

    Schedule Status Options and Rules in System Preferences

REPORTS

    Identify Necessary Reports

    Deploy Reports to Print Sites

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