Content Comparison

Use UAT

Lead

Opportunity

• Sales Forecast

• Supply Planning to create Purchase Orders to purchase raw materials.

Item to Product

• Which item - they should have a demo item already

• Item Configurations

  • Purchasing Type must be Special Order

  • Replenishment System must be Work Order

  • Report Output by Routing

Pushed to Goldfinch

Becomes a order (truck load)

• One order could have multiple items.

Scheduled in ProductionEtc

• Create Requisition

• Create Work Orders

• One Sales Line one Work Orders

• Need total Line Amount on Work Orders

List view or a report to see Work Order value by Week

• Update Starting Date or Ending Date

• Update Sales Line, Shipment Date and Sales Order Shipment Date?

Create a Production Journal for each routing step.

Finished Work Order

Create Shipment from Sales Order

Print Packing List

Post Shipment

Create and Post Sales Invoice