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Implementation of a new system

  • March 21, 2023
  • 4 replies
  • 134 views
H
Captain II
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Hello experts,

I would like to have guidance from you as whenever we are about to deploy a new instance, the first configuration to be done is from the financial module. But how shall we configure the financial module from start to last? I would like to know the steps.

 

Thank you in advance.

Best answer by Kandy Beatty

HI @Harshita 

Along with what @rosenjon shared, I would suggest going to the Acumatica Open University and walking through the Financials Basic course. 

That can be found here:

https://openuni.acumatica.com/courses/fin/f100-financials-basic/

Kandy Beatty

4 replies

R
Semi-Pro III
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  • rosenjon
  • Semi-Pro III
  • March 21, 2023

You can follow the Acumatica Implementation Guide:

https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=1cc687f2-d52a-4672-9380-fd948b2603fe

Kandy Beatty
Chris Hackett
H
Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • Answer
  • March 21, 2023

HI @Harshita 

Along with what @rosenjon shared, I would suggest going to the Acumatica Open University and walking through the Financials Basic course. 

That can be found here:

https://openuni.acumatica.com/courses/fin/f100-financials-basic/

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
H
H
Captain II
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  • Harshita
  • Author
  • Captain II
  • March 21, 2023

Thank you @rosenjon and @kandybeatty49 for your prompt replies. I would also like to know as how much time would it take to implement the financial basics for the same.

 

Thank you.

 

Kandy Beatty
Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • March 21, 2023

Thank you @rosenjon and @kandybeatty49 for your prompt replies. I would also like to know as how much time would it take to implement the financial basics for the same.

 

Thank you.

 

Depending how complex your chart of accounts is and other factors such as sub accounts, the time can vary. Configuring can take up to 8 hours sometimes, that being a rough guess based off not knowing your business processes. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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