XML Project Plan
Cindercone Consultant
Date
Quote No
Reseller Name
E/User Name
Contact
Contact
INSTALLATION REQUIREMENTS
Item
Description
Product
Party Responsible
Location
1.
Complete XML Site Status Form
N/A
Reseller / End User
N/A
2.
Establish XML Mapping / Delivery product
Magma
All
Meeting
3.
Establish connection mechanism to Internet
N/A
4.
Send XML Invoice letter to Vat Office
N/A
5.
Install and Test Connection with Internet
N/A
6.
Supply file copy link from PC to UNIX
Samba / FTP
7.
Undertake end-to-end testing with partners
(see 2. above) Cindercone
8.
Install EDI/XML Modules, obtain/enter Passwords Line 500/200
9.
Install and Configure XML product
(see 2. above) Cindercone
End User
10.
Configure EDI/XML Modules
Line 500/200
Cindercone
End User
11.
Train End User on EDI/XML Modules
Line 500/200
Cindercone
End User
12.
Test Full Integration Link of XML system
ALL
Cindercone / End User
End User
Date
OK?
N/A
End User
N/A
End User
Reseller / End User
Reseller
End User
Cindercone
End User
1. The XML Pre-Installation form must be returned to us before any Installation dates can be assigned to the project. The XML
requirements of the End User identified on this form may indicate that additional work is required that needs additional
chargeable work. This may need to be quoted for and completed before the project can be progressed.
2. The link to the Internet (or direct connect to the trading partner) needs to be discussed in conjunction with the XML Mapping /
Delivery product being used. A simple modem dialup connection to a free to use ISP (i.e. Freeserve) should be enough for most
requirements.
3. The Cindercone Consultant will test the XML connection and will run any test transmissions with the initial Trading Partners. It
is very important that we arrange to receive test data from each of the prospective Trading Partners prior to installation.
4. If the user is placing their XML Delivery product on a system separate to their Sage software, then an automatic file transfer
mechanism needs to be supplied. This may just be mapped drives but if PC-UNIX links are required various FOC products
exist i.e. Samba or FTP. But the End user needs to ensure that a supported solution is used.
5. The EDI/XML Integration modules should be placed on site by the Reseller in advance of our site visit. The passwords should
be entered and the modules tested by running the EDI system key program in each module. The End User should prepare any
look up data prior to the visit i.e. Product Codes and Customer Location codes. If these can be sent, in a spreadsheet, in
advance, then we may be able to build the necessary tables.
6. If the user is planning to send XML Invoices to their customers then they must now inform the VAT Office of their intentions.
Cindercone can supply a template letter which can be amended with the companies details and sent.
ACCEPTANCE DETAILS
Cindercone Consultant
Client Signatory
Date of Proposed Visits
Signature
Cindercone Solutions Limited
41a Straight Bit, Flackwell Heath
Bucks HP10 9LT
Tel: +44 (0)1628 520540, Fax: +44 (0)1628 819195
mailto:nick.claydon@cindercone.com
mailto:martin.hepworth@cindercone.com
http://www.cindercone.com/
Nick - 07768 354947, Martin - 07919 202678