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Determine fit / gaps of canned MUNIS reports to reporting <br />requirement requests <br />Participate <br />Lead <br />Identify custom reporting needs <br />Participate <br />Lead <br />Train users on reporting tools <br />Lead <br />Participate <br />Develop custom reports <br />None <br />Own <br />1 f We <br />rmlwx1, � <br />Tyler delivers all conversions at a flat rate. Conversions are billed as the work is completed upon <br />completion of agreed to milestones defined in the agreement, therefore, the City will only be charged for <br />those data conversions that are executed in the implementation of the software. <br />The following conversion options are a comprehensive list that represents the quoted modules included in <br />the Tyler proposal and considered in scope. Requests to convert data outside of the contracted conversion <br />options or failing to adhere to the noted conversion assumptions below will be considered out of scope <br />and will be billed at prevailing contract rates. <br />Conversion ID <br />Description <br />AC Opt 1 - <br />Actuals <br />General ledger — actual account summary balances for up to 3 years, to <br />be populated in the GL Master and GL Master Balance tables <br />AC Opt 2 - <br />Budgets <br />General Ledger — budgeted account balances for up to 3 years, to be <br />populated in the MUNIS GL Master and GL Master Balance tables. This <br />can include the original budget, budget adjustments and revised budget <br />AC Standard COA <br />Chart of Accounts conversion from spreadsheet (to be provided during <br />COA analysis) <br />Detailed GL History <br />5 Year Detailed GL History <br />AP Opt 1 - <br />Checks <br />Check History <br />AP Opt 2 - <br />Invoice <br />Invoice History <br />AP Standard Master <br />Vendor Master <br />BL Opt 1 — <br />Bills <br />Business Licenses - bills <br />BL Standard Master <br />Business License — Master file <br />FA Opt 1 — <br />History <br />Fixed Assets transaction history <br />FA Standard Master <br />Fixed Assets Master <br />GB Opt 1 <br />— Recurring Invoices <br />General Billing - Recurring bill templates <br />GB Opt 2 <br />— Bills <br />General Bills <br />GB Standard CID <br />Customer File <br />PR Opt 1 - <br />Deductions <br />Employee Deductions <br />PR Opt 10 <br />- Certifications <br />Employee Certifications and Expirations <br />PR Opt 11 <br />— Education <br />Employee Education History <br />PR Opt 2 — <br />Accrual Balances <br />Employee Accrual Balances <br />PR Opt 3 - <br />Accumulators <br />YTD, QTD, MTD Accumulators <br />PR Opt 4 — <br />Check History <br />Payroll Check History <br />PR Opt 5 — <br />Earn/Ded History <br />Payroll Earnings and Deductions History <br />PR Opt 6 — <br />Applicant Tracking <br />Applicants and Job Openings <br />PR Opt 7 — <br />PM Action History <br />I Personnel Actions History <br />CITY OF SAN MARCOS, TX PAGE 41 OF 62 <br />ERP PROJECT- FINAL SOW <br />