VRP -Lead
VRP - Lead to Opportunity conversion
...
Move the opportunity to the Commitment stage and save. ( The sale order should be deleted from the Opportunity details page)
To show the forecast table, Use the command Database.executeBatch(new GF_CalculateSalesForecastBatch());
GF Item = Y-TESTZEROTURN-Serial Tracked , SF Product = TEST ZERO TURN-Serial Tracked , Customer = Goldfinch cloud solutions
...
GF - Create Sales Order from Opportunity:-
Item Configurations
Purchasing Type must be Special Order
The replenishment System must be the Work Order
Report Output by Routing must be checked
GF - Scheduled in Production
Create Requisition
Create Work Orders
One Sales Line, one Work Order
Create Production Journal ( Inventory is available for component items Test-Bearingand Test Spindle)
Finish Work Order
Show Total Finished Cost mount on Work Orders
Show Allocation on Sales order and Create Shipment from Sales Order
Print Packing List
Post Shipment
GF - GoldFinch will create a Fixed Asset recording after a shipment is posted
VRP - can Provide a list of fields from the Asset object for GF to populate.
VRP - Can take over other management of Fixed Assets.
Create and Post Sales Invoice
...