Integrating Sales, Project Management, and Billing with our Quick Start offer
Project Operations and Business Central together make a great ‘Better-Together’ pair for Services Automation which connects all the way from Sales to Billing.
However, from an implementation standpoint, doesn’t it look like a long-shot since there’s no out-of-the-box integration capability available?
Well, that’s where our PO-BC connector comes in and this Quick Start offer makes it a no-brainer for connecting getting up and running on Project Operations connected with Business Central end-to-end.
Let’s see how to do it and what gets configured.
What is the offer about?Â
First, you can familiarize yourself with the PO-BC Integration module by CloudFronts which connects Project Operations to Business Central for the business transactions between the two systems.Â
We have mentioned the pricing on the page, however, let me walk you through what’s get setup in this Quick Start – Â
 PO Setup – No CustomizationÂ
- Configuration –Â Â
- CurrenciesÂ
- Organization UnitÂ
- Price ListsÂ
- Transaction CategoriesÂ
- Units, Unit GroupsÂ
- ProductsÂ
- Bookable ResourcesÂ
BC Setup – No CustomizationÂ
- Configuration –Â Â
- Company & User SetupÂ
- Chart of AccountsÂ
- Financial Year, Financial PeriodÂ
- Sequence NumberingÂ
- DimensionsÂ
- Currency and ExchangesÂ
- General Ledger SetupÂ
- Tax SetupÂ
- Sales & ReceivablesÂ
- Purchases & PayablesÂ
- Cash and Bank SetupÂ
- Project SetupÂ
- Posting SetupÂ
PO-BC Integration Setup with Master Data SyncÂ
Custom Reports – Project Profitability, Resource Allocation, AR Report & Invoice Schedule ReportÂ
To conclude, given that the above gets setup, you now have an end-to-end Project Operations to Business Central connected environment with our PO-BC connector setup. This helps you not miss another billing and ensures billing excellence. Â
We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
