ExFlow E-Invoicing for D365BC Online Implementation
Introduction
The Customer is undertaking a project to implement ExFlow e-Invoicing in D365 for Business Central. SignUp is pleased to provide the Customer with this Statement of Work (“SOW”) to implement the solution.
This SOW, including scope and deliverables, is based on the requirements known to date and discussed with the Customer and, where applicable, the Customer’s Microsoft Dynamics partner.
This SOW represents the complete baseline for scope, services, service deliverables, and acceptance applicable to this project. SignUp will commence to provide services to the Customer related to the scope set forth herein on the date agreed upon in the Agreement. SignUp will work collaboratively with the Customer and their respective departments or organizations to deliver these services.
Solution Overview
ExFlow’s e-Invoicing software for Dynamics 365 BC enables finance teams to fully digitize the invoicing process—ensuring compliance, reducing costs, and streamlining everything from selecting customers for e-invoicing to defining required formats, sending, and receiving e-invoices.
Further information about the product can be found here: ExFlow E-Invoicing for D365 Business Central - SignUp Software For more detailed guidance, visit the SignUp Software Documentation Platform
Scope
SignUp undertakes to assist the Customer in the implementation of the Software in the Customer's environment by providing the following implementation services at the price set out in the Agreement. SignUp has assumed standard out-of-the-box functionality will be acceptable. Any modifications to the standard ExFlow eInvoice solution package will be raised as a variation at SignUp's consultancy services rate specified in the Agreement on a time and material basis. Work will be completed off-site (remote). Meetings will be conducted via Microsoft Teams or similar. Support and trainings will be provided during office hours set out in the Agreement.
Planning Meeting
SignUp will arrange a meeting where the structure of the implementation services will be discussed with the Customer and/or BC partner.
Technical Preparations
SignUp will send a guide detailing the technical requirements and collect technical information impacting the project. The Customer will ensure that the software is installed and activated within one of their Microsoft Dynamics sandbox environments. If the Customer requires the Software to be implemented in more than one environment, such services will be provided at SignUp's consultancy services at the rate specified in the Agreement on a time and material basis.
Configuration
SignUp will assist the Customer in completing the parameter setup for one (1) non-production environment, covering one (1) company, one (1) network and one (1) format as per the contract. If the Customer requires assistance with setting up additional companies or environments, such assistance will be provided at SignUp's consultancy services rate specified in the Agreement on a time and material basis.
Training
SignUp will provide training for key users. A total of one (1) session and the basic user manual is included in the price. A “train-the-trainer” approach will be taken, and it is assumed that the Customer will provide internal end-user training as appropriate. Additional training or on-site work at the request of the Customer will be provided at SignUp's consultancy services rate specified in the Agreement on a time and material basis.
User Acceptance Testing (UAT) Support
SignUp will provide support during the user acceptance testing (UAT) phase by addressing questions, assisting with issue resolution, and clarifying functionality as needed. However, the responsibility for planning, executing, and completing UAT lies solely with the Customer. SignUp does not perform UAT on behalf of the Customer.
Go Live Prep
SignUp will import ExFlow settings from the test environment to the production environment before go live.
Out of Scope
Performing User Acceptance Testing
All user acceptance testing will be authored and performed by the Customer.
Go Live support
Go Live support will be provided at SignUp's consultancy services rate specified in the Agreement if required on a time and material basis.
Data Migration
Data migration or cleansing of setup, records and transactions from other systems or e-invoicing platforms.
Customer Requirements
SignUp's delivery of the implementation services is dependent on the Customer actively participating in the implementation process and offering reasonable assistance. The Customer will therefore, in addition to any requirements set out elsewhere in the Agreement, be required to:
- Establish a remote connection to enable SignUp’s access to the Customer's environment.
- Ensure that sufficiently qualified personnel from the Customer's organization are available throughout the implementation and testing phases.
- Download and install E-Document Connector - SignUp from AppSource.
- Ensure that the standard D365 BC setup and configuration are completed according to the agreed requirements and that master and business data are accurate and comply with the contracted format requirements. Formats not listed as supported in the ExFlow e-Invoicing documentation will remain the responsibility of the Customer or their BC partner
- Promptly notify SignUp of any defects in the Software or its implementation discovered during the Customer's acceptance testing.