VRP -Lead
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If the product for a Non-Sellable item exists, the product will be deleted.
If the existing Non-Sellable product is used in existing opportunities, an error will be generated if its linked Item is changed to Non-Sellable.
The matching fields will be Item number / Product number and Item Description / Product Name
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 - 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
GF- Handing over Asset information to Salesforce Service Cloud
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.
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