Setup & Assessment

Customer Assessment Checklist

Perform an Assessment on the suitability of your Trading Partner's purchase orders

Your Lucy Mailbox

A Mailbox is needed for Lucy to check for orders. There are couple of options to consider here. 

Lucy Egress IP's for Customer Whitelists

Please add this current list of Lucy Egress IP’s to your company Whitelist

Training

Once your Organisation is On-Board, we'll arrange a training session for you and your team

PRONTO ERP Setup

• Integration - PRONTO ERP — Some extra information on what is needed for Lucy to begin integrating your Trading Partner's orders
• Infrastructure - What's Required for PRONTO — For those with a curious mind, learn about system requirements and application access required during setup for PRONTO. 

Dynamics AX 2012 Setup

• Integration - Dynamics AX 2012 — Once you've completed your Lucy trial using the demo data we provided, you may wish to have Lucy integrate to your own data for testing. Here's how to set that up.

Dynamics NAV Setup

• Integration - Dynamics NAV — Once you've completed your Lucy trial using the demo data we provided, you may wish to have Lucy integrate to your own data for testing. Here's how to set that up.

Dynamics 365 Finance & Operations Setup

• Integration - Dynamics 365 Finance & Operations — A list of Technical Deliverables to get Lucy integrating.

Microsoft Dynamics Business Central Setup

• Integration - Microsoft Dynamics 365 Business Central — A checklist of technical deliverables to get Lucy integrating to your Dynamics Business Central environment, along with a step-by-step guide on how to do it.