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? 

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. 

We have mentioned the pricing on the page, however, let me walk you through what’s get setup in this Quick Start –  

  ^{PO Setup – No Customization} 

1. ^{Configuration –}  

• ^Currencies 

• ^{Organization Unit} 

• ^{Price Lists} 

• ^{Transaction Categories} 

• ^{Units, Unit Groups} 

• ^Products 

• ^{Bookable Resources} 

^{BC Setup – No Customization} 

1. ^{Configuration –}  

• ^{Company & User Setup} 

• ^{Chart of Accounts} 

• ^{Financial Year, Financial Period} 

• ^{Sequence Numbering} 

• ^Dimensions 

• ^{Currency and Exchanges} 

• ^{General Ledger Setup} 

• ^{Tax Setup} 

• ^{Sales & Receivables} 

• ^{Purchases & Payables} 

• ^{Cash and Bank Setup} 

• ^{Project Setup} 

• ^{Posting Setup} 

^{PO-BC Integration Setup with Master Data Sync} 

^{Custom Reports – Project Profitability, Resource Allocation, AR Report & Invoice Schedule Report} 

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.  

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.