GO LIVE Implementation new users

P2 IMPLEMENTATION GO LIVE CHECK LIST 

- Every Food Bank must complete a P2 Implementation Go Live Check List with their support representative before the final conversion.

- Go through the BEFORE YOU BEGIN section of the wiki.

- Make sure your Invoice LOGO is in the system in P2 (Setup-Internal Document Layout).

- DISABLE agencies from logging into PWW to prevent any ordering while entering data in P2.

BEFORE USERS START TO USE P2 IN THE LIVE ENVIRONMENT

- Verify all Data Ranges are set for what you want the system to auto assign (Donors, Vendors, Agency, Orders, PO's, etc.).

- Make sure there is a Warehouse Transform Location set up for all warehouses and that the Default Receiving Location is the one you want to use.

- Set up Schedulable Resources including creating templates and schedules if you want to use this feature.

- Set up Schedule Locations.

- If you used specific scheduling of loading docks/delivery vehicles those will need to be added.

- Create any User Defined Fields that you may need/want.

- Run an Agency contact report:

          -ensure that each agency has an Order Email Contact otherwise the agency will not get email generated statements.

Accounting Users

- Enter beginning GL Balances.

- Create AP Invoices for any outstanding bills that will be paid through P2.

- If you are using Positive Pay Export you will need to make a copy of the system report and then add your food bank and financial institution information in the fields available.

- Make a copy of the AP Check Header and AP Check Invoice and add your food bank information into available fields.

- If on bar-coding Check the Auto Assign Pallet feature from the Warehouse setup if you wish to use this and determine if you're going to use outbound pallet-if so turn that on in the Warehouse.

SEE ALSO

Entering Initial Inventory

Entering Startup A/R balances