Project Plan
Implementation phases and acceptance checks for CPA App.
Phase 1: Foundation
Install CPA App, confirm ERP Boost is available, create project documentation, and confirm the Business Unit master list.
Phase 2: Business Unit Accounting Setup
Register Business Unit as an ERPNext Accounting Dimension, expose it on relevant forms, and confirm filters appear in financial reports.
Phase 3: Master Data And Test Transactions
Create realistic customers, suppliers, items, services, Sales Invoices, Purchase Invoices, and Journal Entries by Business Unit.
Phase 4: Asset And Liability Treatment
Define BU treatment for fixed assets, depreciation, payables, tax liabilities, loans, and accruals. Shared items should remain central unless an approved allocation rule exists.
Phase 5: UAT And Go Live
Prepare UAT scripts, role matrix, migration validation, go-live checklist, and support runbook.