Setting up the system...

Setting up the Microsoft Dynamics 365 Business Central information system is a basic prerequisite for the proper functioning of the processes and functions implemented in the system.

Without the settings, it is not possible to migrate the initial data or use the follow-up functions to process your own records.

The settings can be divided into several groups according to the criterion – general description:

Dependencies and assumptions

• The setting is the responsibility of the leasing company, SEY only provides cooperation

• Keeping the code list up-to-date among databases is also the responsibility of the leasing company

• If there are more clients in the system, the settings must be compatible with other clients in the area of common code lists (i.e. code lists used by all clients within the implemented system).

User description of the documented area

There are two ways to set this up from the perspective of monitoring table readiness:

• Via Manual Setup

  • The disadvantage is that monitoring the readiness of individual dials is only possible via xls (by exporting the Manual Setup overview to xls).

  • The advantage is a simpler form of overview.

• Via the Configuration Worksheet

  • The SEY prefers this method of setting control

  • The configuration workbook is part of a broader functionality called Rapid Start

  • The advantage is that via Configuration Setup it is possible to assign e.g. Category (Low, Medium, High, Unused), responsible analyst of the supplier, responsible user of the customer and other values to individual tables

  • This is the recommended method from the supplier's side.

    Both methods contain the same code lists, the only difference is the method of registration.

Additional Notes:

• The scope of the settings is different for each leasing company, depending on the financial products provided, work processes, etc.

• The list of code lists contains only the main (header) tables. In the case of so-called follow-up tables, the user always has access to these tables from the main table.

• Dials/settings are available via:

  •  magnifying glass for searching (only those dials that are "pulled" in the menu)

  •  Manual Setup

  •  Configuration worksheet

In the following chapters, the work with Manual setup as well as with the Configuration Worksheet is described.

Manual Setup

After clicking on the Setup/Manual Setup option, a list of settings will be displayed (the names in ABC will be in order).

Field:

• Name

  • The name of the given table/code list. When clicked, the dial will open

• Description

  • A short description of the content of the given dial

• Area

  • The area in which the code list is assigned

• Keywords

  • Keywords for the content of the given dial

• Expected Duration

  • The expected duration of the dial setting.

Readiness monitoring is possible by exporting the report to xls and further recording the necessary data in an xls file.

Configuration Workbook

The configuration workbook can be opened:

• Through the magnifying glass by typing Configuration Sheet

• Via the extended menu ("three lines" button)/Explore all

The configuration workbook is filled in by the supplier (SEY), its updating in the case of adding new tables will be done by the leasing company.

Below we describe only some of the most important fields and functions.

Field:

• Line Type

  • You can choose from the following values:

    • Area – registration character only

    • Group – registration character, but if the individual tables are part of the so-called Rapid packages, it is recommended that Group name=package name

    • Table – the lowest level, must contain detailed information about the table. Next, we'll describe the field values for this row type only.

• Table ID

  • ID of the given code list, can be selected via lookup

• Name

  • The system fills in the name automatically after selecting the table ID according to the user's language.

  • If the user then switches languages, the name doesn't switch to the new language. If the user wants to update the name according to the currently set system language, he can do so using the Process/Update table names option.

• Table Usage

  • Editable

  • You can select from the following values (ENUM):

    • Empty – set in the Group row

    • Standard BC – if the table is part of Standard Business Central

    • General OC – this table is part of the OneCore general settings

    • Contr. with Services (Contr. With Services) – the table is part of the contract settings with services

    • Insurance - the table is part of the OneCore module settings

    • Rent - the table is part of the settings of the Rent OneCore module

• Category

  • Editable only for Row Type=Table

  • It is possible to choose from values (according to the importance of the table, only subjective assessment)

    • Empty (default)

    • Low

    • Medium

    • Deer

    • Not used – set if the table is not used in the conditions of a particular leasing company.

• User ID supplier. (Vendor User ID)

  • Selection from User Setup, SEY analyst who consults on the settings.

• User Name supplier. (Vendor User Name)

  • The name of the SEY analyst will be automatically filled in by the system from the Users table

• User ID

  • User Setup, the user of the leasing company who is responsible for the settings.

• User Name

  • The name of the given user will be automatically filled in by the system from the Users table

• Migr. ID analytics (Migr. Analyst ID)

  • Select from User Setup, the user of the leasing company who is responsible for the migrations of the area.

• Name migr. analytics (Migr. Analyst Name)

  • The name of the given user will be automatically filled in by the system from the Users table

• Readiness %

  • It is possible to add a % estimate of the readiness of the given setting according to the subjective assessment of the responsible user of the leasing company

  • The value is always added by the responsible user of the leasing company

• Relevant for Migration

  • Sets the user to A if the setting is relevant for migrations

• Ready for Migration

  • Sets the user to A if the setting is ready for migrations

• Ready for UAT

  • Sets the user to A if the setting is ready for UAT (user acceptance testing)

• Ready for Business Portal (Ready for BP)

  • Set by the user to Y if the setting is ready for Business Portal

• Note

  • It is possible to add a text note (used by the vendor's analyst).

• Note Fin. Company

  • It is possible to add a text note (used by the leasing company's analyst).

• Complete To

  • to record the deadline by which the table setting will be completed

• Page ID

  •  Selection via lookup, add the ID page that should be opened when the settings are opened

• Page Caption

  •  Fills in the system automatically according to the page ID

• Created At

  •  The system will automatically fill in the datetime of the row creation

Other fields – the meaning is explained in the tooltips.

To open a given setting:

• Via the Process menu/Open button

• In the Package Tables factbox, click on the Number of items in the database.

After opening, the appropriate setting/dial is opened and the user can fill it in.

Setup Process

The responsibility for making the settings is fully on the side of the leasing company. The contractor will provide support in setting up (consultation and workshop) to the extent defined in the project delivery contract.

Setting up the system can be divided into two basic ways:

• Manual setting – the setting is done manually, by entering data. If the leasing company decides to use the functionality of the Rapid Start tool to fill in certain tables, the use and correct setting of this tool is the sole responsibility of the leasing company

• Batch setup – the setting is realized by data integration/import. This group may include code lists/tables for creating catalogue cards as well as the catalogue cards themselves (e.g. by importing from an external supplier)

We propose to set up the system according to individual areas (so-called Group):

• For each area and table, a consultant is appointed on behalf of the supplier, who will suggest the possible non-use of the table in the terms and conditions of the given leasing company

• For each area and table, it is necessary for the leasing company to designate a responsible person for its setup

• The supplier's consultant will conduct a training workshop with the responsible person:

  • If it is possible (due to time constraints, complexity, availability of related settings, etc.) to set the table completely, this setting will be implemented during the training workshop

  • If it is not possible to make the complete settings, an explanation will be made at the training workshop with the creation of sample/sample records (settings), the rest of the settings will be done (ensured) by the responsible person of the client

• Individual tables are classified into Groups. When setting up, we recommend following the sequence of settings by individual areas, but in some cases it will be necessary to adjust the order of the tables, or to set up the table in several steps.

A setup is considered complete when it is marked as complete in the Preparedness. That is, there is a column on the record Preparedness set to 100% (we recommend adding 100% after delivery and setting of all adjustments, especially before the start of UAT tests).