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Table of Contents

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Lead to Opportunity conversion

Opportunity Management

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Product for Opportunity = TEST ZERO TURN-Serial Tracked

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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 Sales Order should be deleted from the Opportunity details page).

  • To show the forecast table, use the command Database.executeBatch(new GF_CalculateSalesForecastBatch());

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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 Assets.

  • Create and Post Sales Invoice

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