First, before pointing me to them, I have already completed Acumatica badges for System Administration and Implementation Project Mgmt. Those modules did not answer my question.
What I am looking for, is if there is some kind of Acumatica standard set of steps/procedures that must be followed for setting up an ERP system.
For example, here are some very ‘high level’ steps that I have created on my own below, but am looking if Acumatica has something like this as a template or even an Excel spreadsheet of. However, I am looking for something MUCH more detailed, like, “Before setup of GL, need to setup Project Account Groups”
- Configure Company Information
- Define Chart of Accounts
- Configure General Ledger
- Set up Branches and Business Accounts
- Define Users and Security Roles
- Configure Employees and Users
- Define Customers and Vendors
- Configure Inventory
- Setup Sales and Purchase Documents
- Define Tax Settings
- Customize Screens and Workflows
- Integrate with External Systems (if applicable)
- Data Migration (if applicable)
- Training
- Testing
- Go Live
- Monitor and Optimize
Does anyone know if something like that exists?