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INTRODUCTION: IMPLEMENTING HOMEBUILDER

Follow this sequence of operations when implementing HomeBuilder ...

When implementing HomeBuilder, it is best to follow the recommended sequence of operations. Future steps rely on the successful completion of the previous step.

Important:
  • This article, Implementing HomeBuilder, relies on the completion of HomeBuilder Install and Subscribe. You must complete it before proceeding with the current article.
  • We recommend that you start with the Template Company that we can provide. Contact your Account Manager or send us a request.
 

The operations described in the articles below should also be performed in the order they appear, regardless of whether you use the Template Company we provide or whether you start from scratch.

Here is a brief description of each article's content:

  1. Setup Before Data provides instructions regarding the preparatory work required for the implementation. This is advanced content with high impact and will create the backbone for the system. Start here.
  2. General Setup
  3. Company-Specific Setup
  4. Implementation of Construction Items will require you to verify multiple setups before the actual implementation.
  5. Implementation of Color Charts is a directory leading to a few articles that will guide your process. You can have a fully functioning system without even using Color Charts/ Selections. This part is typically implemented at the end. (or not at all, depending on your business) However, to take full advantage of the system, most companies implement this part as well.
  6. Data Migration explains what data migration looks like in Business Central. This covers many topics for HomeBuilder as well. The articles inside this section provide detailed guidelines for HomeBuilder-specific functions like Sales Retainage Data Migration that lie outside of the general Business Central migration.