Implementation Steps


  1. Create Business Unit
  2. Create User’s ID
  3. Set up Business Unit
  4. Copy Core Database to Newly Created Business Unit
  5. Compile Forms
  6. Regenerate the Filter Data Dictionary
  7. Amend the setup of the newly created business unit as the various setup fields of the newly created business unit are populated by the core business unit data during the business unit copy
  8. Define Asset Depreciation Timing Rule
  9. Amend the Business Unit Ledger Set up
  10. Create Site’s Address with Site’s OrgID as the address code
  11. Create Payment Terms
  12. Set up the name of the newly created business unit
  13. Create or Amend Label or Name of the newly created business unit budget ledgers
  14. Set up/amend various Dimensions
  15. Attach Dimensions to various Table Structures
  16. Set up Currency Codes
  17. Create/Amend Transfer Profile Designer
  18. Create/Amend Dimension Codes or through Vision XL Upload
    1. Resource
    2. TFWW – To/From Who/Where
    3. FUND - Fund
    4. FNCT - Function
    5. RSTR - Restriction
    6. ORGID – SDA Organization
    7. WHO - Employee/Donor
    8. FLAG - Print In/Out
    9. PROJ – Project
    10. CLASS – Class of Accounts
    11. TYPE -  Type
    12. LOCAL - Localization
  19. Setup Chart of Accounts
    1. Upload data through Vision XL
  20.  Setup AP/AR & Debtors/Creditors Supplier Record
    1. Upload data through Vision XL
  21. Set up Exchange Rates
    1. Period Rates Table
    2. Daily Rates Table
  22. Setup Journal Types
    1. Establish Ledger Sequence Number
    2. Create/Implement Journal Preset
    3. Create/Amend Journal Type
  23. Design Navigation Manager
    1. Create various user’s group
                                          i.    Redesigned Navigation Manager
  1. Populate Business Unit with beginning balances
  2. Enter Budget through ledger import
  3. Test Financial Statements and Reports
    1. Vision Executive Statements
    2. SunPlus Reports
                                          i.    Trial Balance
                                        ii.    Journal Listing
                                       iii.    Account Statement
                                       iv.    Etc
  1. Design Localize Financial System
  2. Start entering transactions through Ledger Entry
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