<Your
Company>
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PROJECT OUTLINE / TASK LIST as of <date>
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500 |
DATA CONVERSION: |
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Planning Meeting |
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502 |
Begin data structure documents for data conversion |
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503 |
Obtain signoff on specifications |
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504 |
Import Master File data |
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505 |
Test imported data |
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506 |
Inspect imported data |
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507 |
Data Conversion sign off as completed |
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600 |
SYSTEM MANAGER: |
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601 |
Assembly/Data Entry: Rules (governs Customer & Vendor
Terms, validates specific fields, i.e. Salespeople) |
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602 |
Assembly/Data Entry: Users & Privileges (access rights) |
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603 |
Assembly/Data Entry: Sales Tax |
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604 |
Determine File Browsers needed |
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605 |
Setup custom browsers |
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606 |
Determine sort
orders/filters |
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607 |
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700 |
GENERAL LEDGER: |
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701 |
Determine Fiscal Calendar Setup |
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702 |
Determine GL Account Segments |
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703 |
Evaluate and revise existing GL Chart of Accounts |
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704 |
Assembly/Data Entry: Account Types & Ranges |
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705 |
Assembly/Data Entry: Segment Values |
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706 |
Assembly/Data Entry: Accounts |
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707 |
Assembly/Data Entry: Automatic Entries (Auto
Distributions, Standard, Recurring, Allocations) |
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708 |
Assembly/Data Entry: Budgets |
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709 |
Determine Beginning Balances from Trial Balance |
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710 |
Assembly/Data Entry: Beginning Balances |
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711 |
Verification Printouts: Trial Bal/Bal Sheet/Inc
Statemt |
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712 |
Report Mapping (determine existing/new reports needed) |
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713 |
Identify and create customized reports |
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717 |
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800 |
INVENTORY CONTROL: |
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801 |
Determine Invntry Valuation
(Wtd Avg, Std, LIFO, FIFO) |
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802 |
Assembly/Data Entry: Locations, Product Lines, etc. |
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806 |
Determine each item’s Default Suppl/Alternate Suppls |
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807 |
Assembly/Data Entry: Inventory Items: |
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808 |
Evaluate and revise Part
Numbers (Item ID) |
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809 |
Standardize Item
Descriptions |
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810 |
Obtain accurate item counts |
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811 |
Determine best use of user
defined fields |
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815 |
Labeling: IC Items and Bins (locations) |
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816 |
Assembly/Data Entry: Item Pricing |
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817 |
Pricing by Item |
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818 |
Pricing by Customer |
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819 |
Sale Pricing |
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820 |
Assembly/Data Entry: Ship or Freight type items |
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821 |
Assembly/Data Entry: Labor or service type items |
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822 |
Assembly/Data Entry: Costs (if needed) |
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823 |
Verification Printouts: Inventory On-Hand, By Location |
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828 |
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1500 |
SYSTEM MODIFICATIONS: |
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1501 |
Provide prioritization of following modifications |
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1503 |
Write detailed specifications for <mod> |
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1504
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Delivery of <mod>
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1505
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Customer approval
of <mod>
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1506
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