HomeWater Go Live Plan

Overview

HomeWater wants to Plan for Go Live planned for 1st May. Following is the GoldFinch plan for Go Live activities

Accounting Objects / Components Deployment

Following are the high level tasks for Accounting Deployment

• Approval from HomeWater

• GF Accounting setup

• GL Accounts Setup on Production

• GF Accounting Setup on Production

• Accounting posting setups

• Custom Accounting objects / components deployment

FSL Integration

• Approval from HomeWater

• GF installation / Setup

• FSL / GF integration package installation

• FSL / GF integration setup

• Items Import and Product integration

• Data update of Product-Item table

• Bins / Location integration

• Items/ Production integration

• Warehouse/Location integrations

• FSL Work Order fields setup / Custom components deployment

• Inventory deduction automations ( Tech / Self Install)

• Permissions setup for every user

• Visibility setup

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Issues to be addressed

1. Inventory deduction automation for technicians ( in progress)

2. Permissions setup