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Appendix A – Work Order Template WORK ORDER Microsoft Dynamics 365 Business Central — New Entity Setup (3 Companies) 1. Work Order Details Work Order Number: [WO-1256] Project Name: New Company Setup – ARO Investments, Noru NZ & Noru SG (Existing Daleys Business Central Tenant) Client: Daley’s Group 2. Project Period Start Date: [28-07-2026] Indicative End Date: [] (Indicative duration: 2–3 weeks across Sandbox, UAT and Production go-live) Note: The indicative end date is based on current planning assumptions and may be adjusted upon mutual agreement, particularly around client data-readiness and go-live cut-off timing. 4. Description of Activities The Vendor shall perform the following activities to set up three (3) new companies — ARO Investments, Noru NZ and Noru SG — within the Client's existing Microsoft Dynamics 365 Business Central tenant. All three entities will share a common Chart of Accounts framework, with entity-specific customer and vendor master data, tax/statutory setup, and opening balances. 4.1 Scope of Activities Phase 1 – Sandbox Build (New Companies in Existing BC Tenant) ● Create three new company records (ARO Investments, Noru NZ, Noru SG) within the existing Sandbox environment of the Daleys Business Central tenant. ● Configure Company Information for each entity: legal name, registered address, tax/GST registration numbers, fiscal year and accounting periods. ● Design and build the shared Chart of Accounts once, then replicate across all three companies via Configuration Packages, adjusting G/L account categories and posting groups where local statutory reporting requires it. ● Configure General Ledger setup common to all entities: General Posting Setup, General Business/Product Posting Groups, Source Codes, Number Series, and Global/Shortcut Dimensions — kept consistent across entities to enable group-level consolidated reporting. ● Configure jurisdiction-specific GST/VAT posting setup and statutory tax reporting (New Zealand GST, Singapore GST/IRAS requirements). ● Set up multi-currency (NZD, SGD and group reporting currency), including exchange rate tables/services. ● Configure bank accounts and bank/GL reconciliation setup for each entity. ● Inventory module setup: Item Templates, Item Categories, Units of Measure, Locations, Inventory Posting Setup/Groups and Item Journal templates — configured structurally for all three entities regardless of current item volume. ● Accounts Payable (AP) setup: Vendor Posting Groups, Payment Terms, Payment Methods, Vendor Templates, Vendor Bank Accounts, and purchase approval workflows. ● Accounts Receivable (AR) setup: Customer Posting Groups, Payment Terms, Payment Methods, Customer Templates, Finance Charge Terms, and sales approval workflows. ● Master data build and migration – ARO Investments: cleanse, map and import the full customer and vendor master base (names, addresses, tax IDs, payment terms, bank details) using Configuration Packages / RapidStart. ● Master data build and migration – Noru NZ & Noru SG: import the smaller customer and vendor master lists for each entity, validated to the same data-quality standard applied to ARO Investments. ● User security setup: permission sets, user-to-company assignment, and approval workflow configuration per entity. ● Intercompany setup where trading occurs between the three entities: Intercompany Chart of Accounts mapping and IC partner setup. ● Load indicative opening balances into Sandbox for test purposes: GL trial balance journal, AP/AR opening transactions, opening inventory quantities/values, and opening bank balances — used to validate the configuration end-to-end. Phase 2 – User Acceptance Testing (UAT) ● Refresh/copy the validated Sandbox configuration into a dedicated UAT environment. ● Prepare and execute UAT test scripts covering: GL posting and financial reporting, AP invoice-to-payment cycle, AR order-to-cash cycle, inventory transactions, opening balance reconciliation, GST/VAT return generation, and financial statement outputs (Trial Balance, Balance Sheet, P&L) for each of the three entities. ● Log, triage and resolve UAT defects; re-test as required. ● Obtain formal Client UAT sign-off, per entity, before proceeding to Production. Phase 3 – Production Environment & Go-Live ● Provision a new Production environment and create the three companies in Production, replicating the UAT-validated configuration (Chart of Accounts, posting groups, dimensions, tax setup, templates, security). ● Execute the cutover plan: freeze legacy-system transactions and extract final opening balances as at the agreed go-live cut-off date. ● Load final opening balances into Production for all three entities: GL trial balance, AP/AR subledger opening balances (open invoices/credit notes), opening inventory quantities and values, and opening bank balances. ● Reconcile the opening Trial Balance against legacy/source records prior to go-live sign-off. ● Execute go-live cutover across ARO Investments, Noru NZ and Noru SG. ● Provide post go-live hypercare support: first month-end close, first GST/VAT return cycle, and issue resolution. 4.2 Deliverables ● Three (3) new companies live in Business Central (ARO Investments, Noru NZ, Noru SG) on a shared Chart of Accounts framework. ● Configured Inventory, Accounts Payable and Accounts Receivable modules for each entity. ● Migrated and validated customer/vendor master data for all three entities. ● Opening balances loaded, tested and reconciled — Sandbox test load, UAT-validated load, and final Production go-live load. ● UAT test scripts and sign-off documentation. ● Cutover and go-live checklist. ● Post go-live hypercare support log and closure summary. 4.3 Exclusions / Out of Scope ● Migration of historical transaction-level detail beyond opening balances (no full transaction-history import). ● Custom report or Power BI development beyond standard Business Central financial reports (to be scoped and quoted separately if required). ● Integration with third-party systems (e-commerce, CRM, payroll, etc.) not currently in use by the new entities. ● Cleansing of source data prior to handover — Client to provide validated customer/vendor master files in the agreed template. ● Custom AL code/extension development beyond standard configuration. ● Additional Business Central user licensing for the new companies (licensing is a separate commercial matter with Microsoft/the Client's licensing partner). 5. Assumptions and Dependencies ● Client will provide cleansed and validated customer and vendor master data files, in the agreed template format, for all three entities prior to migration. ● Existing Business Central licensing on the Daleys tenant already accommodates the three additional companies; any incremental Microsoft licensing cost is out of scope of this Work Order. ● The Chart of Accounts and dimension framework designed for ARO Investments will be adopted as the group standard, with only jurisdiction-specific tax/statutory adjustments made for Noru NZ and Noru SG. ● Client will confirm the final go-live cut-off date at least two (2) weeks in advance, to allow time for opening balance extraction and reconciliation. ● Client will provide timely access to existing legacy/source systems for the three entities for opening balance extraction. ● Any custom AL code, extension development, or third-party integration identified during the project is out of scope and will be quoted separately. ● Key client stakeholders will be available for UAT testing and sign-off within the agreed project timeline.
Project ID: 40609523
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39 freelancers are bidding on average $539 AUD for this job

Hi there, I understand you're looking to set up three new companies within your existing Microsoft Dynamics 365 Business Central tenant, including financial configuration, master data migration, tax setup, inventory, AP/AR, opening balances, UAT, production deployment, and post-go-live support. With extensive experience in Business Central ERP implementations and multi-entity rollouts, I can deliver a structured, scalable solution aligned with your operational and statutory requirements. My approach is to deliver the project across Sandbox, UAT, and Production phases, configuring the three companies on a shared Chart of Accounts while applying entity-specific GST, currencies, security, and statutory settings. I'll configure GL, AP, AR, inventory, dimensions, bank accounts, approval workflows, and intercompany processes, followed by validated customer/vendor data migration, opening balance loading, reconciliation, UAT testing, defect resolution, production cutover, and hypercare support. The solution will include complete documentation, testing, deployment assistance, and knowledge transfer to ensure a smooth go-live and long-term maintainability. Could you clarify approximately how many customer, vendor, inventory, and opening balance records will be migrated for each company, and are there any existing Business Central customizations or extensions that must be retained? I'm ready to start immediately. Warm Regards, Aneesa.
$150 AUD in 2 days
6.7
6.7

Hi Daley’s Group, We have an experienced Microsoft Dynamics 365 Business Central team that can deliver this implementation across Sandbox, UAT and Production with a structured, low-risk approach. Estimated effort (approx. 165–185 hours): Sandbox setup (3 companies, GL, COA, GST, AP/AR, Inventory, Security, IC) – 72 hrs Master Data Migration & Opening Balance Test Loads – 28 hrs UAT Preparation, Testing & Defect Resolution – 32 hrs Production Deployment & Go-Live – 20 hrs Hypercare Support – 20–25 hrs Per hour Rate: AUD 30/hr Our team includes: Business Central Functional Consultant – Solution design & configuration Business Central Technical Consultant – Data migration & deployment QA/UAT Consultant – Testing & validation Project Manager – Delivery & stakeholder coordination We have extensive experience configuring multi-company Business Central environments, GST compliance (NZ & Singapore), data migration, opening balance reconciliation, and production cutovers. We follow Microsoft best practices to ensure a smooth go-live with minimal business disruption. We would be happy to discuss your current Business Central tenant and finalise the implementation plan.
$140 AUD in 7 days
6.8
6.8

Hi, I've delivered multiple Microsoft Dynamics 365 Business Central implementations involving multi-company rollouts, Chart of Accounts standardization, RapidStart/Configuration Packages, GST/VAT configuration, opening balance migrations, intercompany setup, security, UAT, and production go-lives. Your scope is far beyond the posted budget. This is a 2–3 week enterprise implementation across three legal entities with Sandbox, UAT, Production, migration, reconciliation, documentation, and hypercare. A realistic fixed-price estimate is AUD 6,500–9,000 (or AUD 90–120/hour), depending on data quality and UAT cycles. I'll own the project end-to-end—from architecture and configuration to cutover, reconciliation, and post-go-live support—while documenting every step for a smooth handover. If you're looking for a consultant who understands Business Central implementations rather than just configuration, I'd be happy to discuss your rollout plan and get started immediately.
$6,500 AUD in 21 days
5.8
5.8

Hi, I reviewed the project and understand the goal is to set up three new companies in Dynamics 365 Business Central, sharing a common Chart of Accounts, with entity-specific customer and vendor data, tax setup, and opening balances. I will execute Phase 1 in Sandbox by creating ARO Investments, Noru NZ, and Noru SG, configuring General Ledger, currencies, and posting groups, then migrate master data with careful validation. I will apply ERP discipline to the configuration, perform thorough Software Testing to validate data, and enforce Tax Accounting controls across the three entities. Expect high quality, responsive communication, and clean, easy-to-manage configuration, with a smooth go-live and post go-live support. Let’s discuss here now.
$150 AUD in 7 days
4.8
4.8

Hello there, I can configure and deploy all three entities in your existing Microsoft Dynamics 365 Business Central tenant, covering Sandbox, UAT, Production, shared Chart of Accounts, tax setup, security, master data, and opening balances. I have strong experience with Business Central company setup, Configuration Packages, multi-currency, GST/VAT, AP, AR, inventory, intercompany configuration, data migration, reconciliation, and controlled go-live cutovers. I will deliver fully tested companies, complete UAT and cutover documentation, reconciled balances, and reliable post-go-live support within the proposed 2–3 days timeframe.
$160 AUD in 2 days
4.9
4.9

Hello, Lyes here: I understand you need three new companies (ARO Investments, Noru NZ, Noru SG) configured in the existing Daley’s Business Central tenant with a shared Chart of Accounts, entity-specific masters, tax setups and opening balances. A key risk is data readiness and the go-live cut-off timing, which directly affects reconciliation accuracy and the production cutover window. I propose a phased delivery: Sandbox build using Configuration Packages/RapidStart to replicate the COA and posting setups, jurisdictional GST/VAT and multi-currency configuration, followed by UAT with scripted test scenarios and defect triage, then production cutover with final opening balance load and one-month hypercare. Are the customer/vendor files already cleansed to the agreed template? Can you confirm a tentative go-live cut-off date two weeks before production? Looking forward to hearing from you.
$200 AUD in 3 days
5.2
5.2

Hello, I understand you need three new companies configured within your existing Microsoft Dynamics 365 Business Central tenant, including a shared Chart of Accounts, AP/AR, Inventory, GST/VAT setup, master data migration, opening balances, UAT, and a controlled Production go-live. For your project my plan is to first build and configure the Sandbox environment using standard Business Central capabilities, RapidStart, and Configuration Packages, followed by migrating and validating customer, vendor, and opening balance data while configuring multi-currency, security, tax settings, and approval workflows. Finally, I will execute UAT, resolve any issues, deploy the validated configuration to Production, complete reconciliations, support go-live, and provide post-launch hypercare to ensure a smooth transition. As final deliverable, you will receive three fully configured Business Central companies with validated master data, reconciled opening balances, UAT documentation, cutover checklist, and deployment documentation. One thing I'd like to confirm before we start: are the customer/vendor master files and opening balances already prepared in the agreed import templates? I'd be happy to discuss the implementation plan and timeline. Best Regards, Imran
$90 AUD in 1 day
4.5
4.5

Hi There!!! ✋ The Goal of the project:- SET UP ARO INVESTMENTS NORU NZ AND NORU SG AS THREE NEW COMPANIES IN THE EXISTING BUSINESS CENTRAL TENANT ACROSS SANDBOX UAT AND PRODUCTION. <-- Questions --> 1. Will the cleansed customer and vendor master data files for all three entities be ready in the agreed template before sandbox build begins. 2. Has a target go live cutoff date been confirmed yet, since opening balance extraction and reconciliation timing depends on that. Similar business central multi entity setups have been delivered before, covering shared chart of accounts frameworks, jurisdiction specific gst and tax configuration, master data migration, and full sandbox to uat to production go live cycles with hypercare support. Focus stayed on clean opening balance reconciliation and smooth entity level uat sign off. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
$111 AUD in 12 days
4.6
4.6

Hi, I’ve reviewed the work order carefully. This is a structured Business Central implementation covering three new entities across Sandbox, UAT, Production, data migration, opening balances, tax setup, security, intercompany configuration and post-go-live support. I can support this project from a Business Analyst and implementation coordination perspective by converting the scope into a clear delivery plan, configuration checklist, data-migration templates, UAT scenarios, defect tracker, cutover plan and reconciliation controls. I’ll also make sure responsibilities, dependencies and sign-off points are clearly defined for ARO Investments, Noru NZ and Noru SG. The main risks I would focus on are master-data readiness, jurisdiction-specific GST setup, opening-balance reconciliation, user permissions and the final cut-off timeline. These should be validated early so they do not delay production go-live. Let’s connect over the chat so that I can show you my previous work.
$140 AUD in 3 days
3.4
3.4

Hi, I can help set up the three new companies in your existing Microsoft Dynamics 365 Business Central tenant: ARO Investments, Noru NZ, and Noru SG. The best solution is to handle this in clear phases: Sandbox build, UAT validation, Production cutover, and post go-live support. I’ll first review your current Daleys BC tenant, existing configuration, Chart of Accounts, dimensions, posting groups, GST/VAT requirements, master data templates, and opening balance format. I’m comfortable with Business Central company setup, configuration packages/RapidStart, Chart of Accounts replication, GL/AP/AR setup, inventory setup, dimensions, number series, posting groups, GST/VAT configuration, multi-currency, bank setup, user permissions, UAT scripts, opening balance imports, and go-live reconciliation. Deliverables will include: * Three company setup support * Shared Chart of Accounts framework * NZ and SG tax/GST setup support * AP, AR, Inventory configuration * Customer/vendor master import * Opening balance load assistance * User permission setup * UAT scripts and defect log * Cutover checklist * Go-live reconciliation support * Hypercare issue log I’ll focus on clean configuration, accurate data migration, proper reconciliation, and a controlled go-live process so each company is ready for day-to-day accounting and reporting. Best regards Ankit
$100 AUD in 2 days
3.5
3.5

Setting up three companies on an existing BC tenant is straightforward when the Configuration Packages and posting group design are right from the start. The real risk is the shared Chart of Accounts diverging once jurisdiction-specific GST/VAT setup kicks in for NZ vs Singapore IRAS requirements. I'll build the CoA once, replicate via RapidStart, then adjust posting groups per entity. I'll handle the full sandbox-to-UAT-to-production pipeline, including intercompany mapping and opening balance reconciliation. 1) Are the cleansed master data files for all three entities already prepared, or still in progress? Happy to talk details in chat. Shayan
$33 AUD in 3 days
2.7
2.7

Transform your Microsoft Dynamics 365 Business Central setup with meticulous precision. I will expertly establish three new companies within your existing tenant, ensuring a shared Chart of Accounts, compliant tax setups, multi-currency handling, and seamless data migration. My strategic approach guarantees smooth migration, integration, and validation, tailored to meet your succinct timeline and budget. My meticulous planning and technical expertise will deliver a comprehensive, ready-to-operate environment that aligns perfectly with your financial and operational needs, reducing risk and ensuring compliance. How do you envision the ideal post-implementation support to maximize your new entity setups' efficiency? Your project's complexity and multi-national scope demand an expert’s touch in configuration and data integrity, let’s discuss how I can meticulously execute this setup for optimal results.
$179 AUD in 21 days
1.6
1.6

Hello, I have extensive experience implementing and configuring Microsoft Dynamics 365 Business Central for multi-company environments, including finance, inventory, AP/AR, GST/VAT configuration, data migration, and production go-live. After reviewing your Work Order, I understand the complete scope: creating the three new companies (ARO Investments, Noru NZ, and Noru SG), implementing a shared Chart of Accounts, configuring posting groups, dimensions, multi-currency, inventory, AP/AR, user security, intercompany setup, and migrating validated master data and opening balances across Sandbox, UAT, and Production. I will ensure accurate configuration, structured data migration using RapidStart/Configuration Packages, comprehensive UAT support, reconciliation of opening balances, smooth production cutover, and post go-live hypercare. My focus is delivering a well-documented, reliable Business Central implementation that follows Microsoft's best practices while minimizing business disruption. I would be happy to discuss your current Business Central environment, migration strategy, and timeline to ensure a successful deployment.
$330 AUD in 3 days
0.4
0.4

Dear Client, If you are not happy you do not have to pay. I understand your goal of setting up three new companies in Microsoft Dynamics 365 Business Central, ensuring they align with your existing infrastructure while optimizing for reporting and compliance. A key detail that could derail your project is the timely provision of cleansed and validated master data. Addressing this early will ensure a smooth transition and minimize delays during the setup phases. I have successfully completed similar projects, including the recent setup for a multi-national client, achieving operational efficiency and compliance across various regions. My focus is on practical solutions that guarantee long-term success and reliable execution throughout all phases of the project. I am confident that my expertise will deliver exceptional results for your company setup. Let's create something that not only meets your expectations but sets a new standard for quality. Regards Junaid Badroodien
$100 AUD in 7 days
0.0
0.0

I can efficiently set up your three new entities within your existing Dynamics 365 Business Central tenant, mirroring the structured approach required for new company implementations. My experience includes successfully migrating and configuring multiple legal entities in similar multi-company environments, ensuring seamless integration and operational readiness from day one. My approach will involve a phased setup within your provided sandbox environment. This will include configuring core company data, chart of accounts, dimensions, number series, and user roles tailored to each entity's specific requirements. I will leverage standard Business Central functionalities, ensuring a robust and maintainable configuration. Following testing and validation in the sandbox, I will execute a controlled migration to UAT and then Production, adhering to your established deployment procedures. To ensure alignment and address any unique requirements, could you clarify if there are any specific intercompany transactions or reporting needs between these three new entities? I'm also curious about your current data readiness for the initial data migration, if applicable. I'm available for a brief call to discuss your project in more detail.
$250 AUD in 21 days
0.0
0.0

The emphasis on a shared Chart of Accounts for all three new companies shows a clear understanding of streamlined financial reporting needs. We help clients set up automated and user-friendly systems that ensure seamless operations across multiple entities. With extensive experience in Microsoft Dynamics 365 Business Central, I can efficiently manage the setup of ARO Investments, Noru NZ, and Noru SG, ensuring all configurations meet your specific requirements. We have 75+ 5-star reviews on similar projects and rank in the top 1% among 75 million users! Could you share the timeline you have in mind for this setup? Regards, HamzaScale.
$200 AUD in 7 days
0.0
0.0

The part that usually goes sideways in a multi-entity BC setup like this is replicating the Chart of Accounts via Configuration Packages — G/L posting groups and default dimension values don't always carry cleanly across companies, especially where NZ and Singapore need different statutory tax treatment on otherwise-shared accounts. I'd build ARO Investments as the reference company, validate posting groups and dimensions there, then package and replicate to Noru NZ and Noru SG, adjusting only jurisdiction-specific tax setup rather than rebuilding G/L structure per entity. One thing worth flagging early: NZ's GST return is a fairly standard periodic filing, but Singapore's GST F5 has to reconcile against IRAS's format, so I'd test that reporting output during UAT rather than leaving it to hypercare — a failed first GST return after go-live is a bad way to start. I'd promote Sandbox to UAT via environment copy rather than manual rebuild, so config drift can't creep into your opening balance reconciliation between phases. I can start on the Sandbox build once the cleansed master data files are in hand. Will Noru NZ and Noru SG trade intercompany with ARO Investments, or are they standalone books that just happen to share a Chart of Accounts? That decides whether IC partner mapping needs building now or can wait.
$70 AUD in 2 days
0.0
0.0

Hi, I’ve reviewed your Business Central work order and understand the scope of setting up three new legal entities (ARO Investments, Noru NZ, and Noru SG) within an existing Dynamics 365 Business Central tenant. With 11+ years of experience in Microsoft Dynamics 365 Business Central, ERP implementation, configuration, data migration, and financial process automation, I can deliver this project from Sandbox through UAT and Production Go-Live. For this engagement, I can assist with: * Multi-company Business Central setup and configuration. * Chart of Accounts, posting groups, dimensions, GST/VAT, and multi-currency configuration. * AP, AR, Inventory, Banking, and Intercompany setup. * Customer and vendor master data migration using Configuration Packages/RapidStart. * Opening balance migration, reconciliation, UAT support, cutover planning, and post-go-live hypercare. * User security, approval workflows, documentation, and knowledge transfer. A few quick questions: * Which version of Business Central is currently in use (SaaS or On-Premises)? * Are the customer/vendor migration templates and opening balances already prepared? * Will the new entities require any localization beyond the standard New Zealand and Singapore tax configurations? I’m confident I can deliver a structured, well-documented implementation that aligns with your timeline and business requirements. I’m available to discuss the project in detail and get started immediately. Best regards, Nidhi
$140 AUD in 7 days
0.0
0.0

IF YOU'RE NOT HAPPY, YOU DON'T PAY. I recently completed a similar project, successfully setting up three entities in Microsoft Dynamics 365 Business Central, which resulted in seamless integration and improved financial reporting accuracy. I understand the importance of configuring a shared Chart of Accounts and ensuring jurisdiction-specific tax setups for ARO Investments, Noru NZ, and Noru SG. I will create a clean, efficient setup, ensuring smooth migration of master data and robust user security, while also enabling automated financial reporting across the three companies. I focus on good planning, clean and maintainable code, clear communication, on time delivery, and reliable long-term solutions. I am confident in my ability to deliver this project within the specified timeline. If this aligns with your project, feel free to reach out to discuss scope and pricing. WORST CASE SCENARIO YOU WALK AWAY WITH A FREE CONSULTATION. Regards ridwaan6254
$150 AUD in 7 days
0.0
0.0

IF YOU'RE NOT SATISFIED, YOU DON'T PAY I'd love to help with the setup of ARO Investments, Noru NZ, and Noru SG in Microsoft Dynamics 365 Business Central. I've successfully managed similar configurations, ensuring seamless integration and compliance across multiple entities. What specific challenges do you foresee during the UAT phase? Additionally, how do you envision the data migration process for customer and vendor information? I’m happy to offer a free consultation to discuss your project in detail and explore the best approach, without any obligation. Regards, Johan
$150 AUD in 7 days
0.0
0.0

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