The Southeastern User Group Fall 2024 Conference will take place on October 13-15 in Greenville, South Carolina at the Westin Poinsett.
Price
$12,500
Time Frame
3 Weeks
Summary
Expense categories, approval workflows, and mobile access setup in D365.
Readiness Assumptions
Defined travel policies and expense categories; mobile licenses provisioned.
Deliverables
Price
$15,500
Time Frame
4 Weeks
Summary
Standardize product attributes, templates, and data governance.
Readiness Assumptions
Client provides sample SKUs, UOM structure, and item categories.
Deliverables
Price
$11,000
Time Frame
3 Weeks
Summary
Credit risk matrix, aging snapshot setup, collections workbook.
Readiness Assumptions
Open AR balances and customer credit rules provided.
Deliverables
Price
$12,000
Time Frame
3 Weeks
Summary
Valuation matrix, audit trail template and costing review workbook
Readiness Assumptions
Inventory models and costing methods are identified. Sample item master and GL structure are available
Deliverables
Price
$8,800
Time Frame
5 Days
Summary
Setup of close calendars, task lists, and ownership tracking in D365’s period-close workspace.
Readiness Assumptions
Period-end process overview available; access to D365 financial modules
Deliverables
Price
$4,800
Time Frame
3 Days
Summary
Report templates and training deck.
Readiness Assumptions
Chart of accounts and dimensions configured and existing financial reports mapped to chart of accounts/dimensions.
Deliverables
Price
$9,500
Time Frame
2 Weeks
Summary
Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Readiness Assumptions
Client has chart of accounts and inventory postings set up.
Deliverables
Price
$8,000
Time Frame
5 days
Summary
Setup guide, bank mobile configuration, payment format templates, and import checklists.
Readiness Assumptions
Client has a configured chart of accounts and can provide at least one example bank statement and payment format sample.
Deliverables
