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If Non-Sellable is true, a new product will not be created in CRM Products.
If Non-Sellable is false, a new product will be created ( Item no = Product number, Item Description = Product Name) and the product will be linked to the item.
Error Checking:
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
GoldFinch Items - Salesforce Products Integration
GF - Create Sales Order from Opportunity
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Item Configurations
Purchasing Type must be Special Order
The replenishment System must be the Work Order
Report Output by Routing must be checked
Create GF Sales Order from SF Opportunity
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
FixedAssets.
Create and Post Sales Invoice
GF- Handing
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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.
Following are the required details.
Object Label:- Item Ledger Entry
Object API name:- GFERP__Item_Ledger_Entry__cSalesforce Assets Generation from GoldFinch
The following fields can be used to capture Asset’s information. We create an Item ledger entry record when the shipment is posted.
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Field Label
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Field API Name
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Type
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Proposed Asset Field
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Description
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GFERP__Description__c
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Text Area(255)
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Asset Name ?
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Item Number
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GFERP__Item__c
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Lookup (Item)
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Product ( can be fetched from the linked product)
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Account
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GFERP__Account__c
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Lookup
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Account
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Contact ( can be fetched from account)
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Serial Number
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GFERP__Serial_No__c
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Text Area(255)
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Serial number
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Currency
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CurrencyIsoCode
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Currency
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Currency
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Quantity
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GFERP__Quantity__c
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Number
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Quantity ( -ve to be converted into +ve)
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Price_r
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Price
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Number
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Price
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Posting Date
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GFERP__Posting_Date__c
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Date
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Purchase Date?
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Install date ( will that be the date its shipped or you will maintain this separately)?
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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
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Show Last Week, Next Week, Current Month List view configured
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Show Sales Line Date, Line Shipment Date on Work order Layout
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