Phase 1 focuses on preparing and importing items to R365. Item Setup is a prerequisite to all item-level transactions, such as AP Invoices and Inventory. These foundational concepts will lay the groundwork for the next phases of Operations Onboarding.

Phase Goals

Advanced Topics

What is coming up in the next phase?

  • AP Entry by Item
  • Training Managers to enter AP Transactions, Transfers, and Waste Logs
  • Admin ready to maintain item database
  • Reviewing Purchasing reports

Additional Resources