VRP -Lead
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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 - 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
For handing over of asset information from Goldfinch to Salesforce Service cloud, you can use the Goldfinch Item ledger entry object for retrieving required asset information.
Following are the required details.
Object Label:- Item Ledger Entry
Object API name:- GFERP__Item_Ledger_Entry__c
The following fields can be used to capture Asset’s information. We create an Item ledger entry record when the shipment is posted.
Field Label | Field API Name | Type | Proposed Asset Field |
Description | GFERP__Description__c | Text Area(255) | Asset Name ? |
Item Number | GFERP__Item__c | Lookup (Item) | Product ( can be fetched from the linked product) |
Account | GFERP__Account__c | Lookup | Account |
Contact ( can be fetched from account) | |||
Serial Number | GFERP__Serial_No__c | Text Area(255) | Serial number |
Currency | CurrencyIsoCode | Currency | Currency |
Quantity | GFERP__Quantity__c | Number | Quantity ( -ve to be converted into +ve) |
Price_r | Price | Number | Price |
Posting Date | GFERP__Posting_Date__c | Date | Purchase Date? |
Install date ( will that be the date its shipped or you will maintain this separately)? | |||
Usage end date ( seems like it will be based on support contract in service cloud)? |
GF - List view or a report to see Work Order value by Week
Show Last Week, Next Week, Current Month List view configured
Show Sales Line Date, Line Shipment Date on Work order Layout
Weekly Report in progress
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