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Test Opportunity Link :- https://yakta--tekstakdev.sandbox.lightning.force.com/lightning/r/Opportunity/006DP00000KAxafYAD/view

GF - Forecast

  • GF Item = Y-TESTZEROTURN-Serial Tracked , SF Product = TEST ZERO TURN-Serial Tracked , Customer = Goldfinch Cloud Solutions

  • 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 to Salesforce Product Integration

We have a checkbox named Non-Sellable on the item.

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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

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