Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Overview

This form captures the key details needed to brief the Technical Team when creating a new Claritum System implementation.

Audience

  • Systems Implementors

System Implementation Form

 

  
Client Name
Address:
Street
City
Region
Postal Code
Country
System ‘host’ name
Client Tax Number
Locale
Currency
Timezone
Measurements
Main System User Limit
System alerts email address
Branding
Logo & Banner
Document Stationery
OnBoarding
Customer & ContactsPlease include a spreadsheet of Customers & Contacts for importing.
Help me with this
SuppliersPlease include a spreadsheet of Suppliers for importing.
Help me with this
Main System Users
#1
Name
Email
Password
Locale
#2
Name
Email
Password
Locale
#3
Name
Email
Password
Locale
#4
Name
Email
Password
Locale
#5
Name
Email
Password
Locale
Support Contacts
#1 Name
#2 Name
Sourcing
Specification Forms
  UK  US
Pricing
Run-Ons? Yes  No
Instant Estimating
SuppliersIf set, please include a spreadsheet of Instant Estimating Suppliers for importing.
Help me with this.
Reference Numbers
Estimate ref format
Estimate refs start from
Job ref format
Job refs start from
Sales Invoice Number format
Invoices start from
Credit Note Number format
Credit Notes start from
PO Number format
PO Number starts from
Supplier Management
Supplier Ratings? Yes  No
Customer Catalog
Web-To-Print None
 Pageflex
Shipping
Carriers UK Carriers  US Carriers
Stock Ordering
Automated FTP Importing

 Yes  No
If 'yes':

FTP Server Address
Username
Password
Financial Transactions Export
Format
 Generic
 Access
 Sage Line 50
 Sage Line 200
 GeniSys		 SAP
 Millennium
 Agresso
 Agresso 5.5
 JDEdwards

  • No labels