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Field Name | ||||
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Serial No. (Name field) must be unique | Finished Good SN | |||
Product (lookup) | ||||
Item (lookup) | ||||
Engine Serial No. | Record on consumption, not when receive…rule??? | |||
Hydrogear Left Serial No. | Record on consumption, not when receive | |||
Hydrogear Right Serial No. | Record on consumption, not when receive | |||
Opportunity (lookup)????? | Reserve a SN against an opportunity | Quantity (roll-up summary) | ||
Serial No. Status (should be a formula?) | Assigned,In Stock,Sold, Returned | |||
Account (lookup) | Yakta, Dealer, or End-Customer | |||
Manufacture Date | Roll Up summary (Max) Entry Type = Manufactured | |||
Warranty Expiration Date | Date Sold to the End-Customer + 2000 hours or 5 years (Item page) | how to make formula |
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Field Name | Comments | |
|---|---|---|
No. (auto number) | ||
Serial No. | Master Detailed | |
Type | Manufactured, Dealer Stock, Sold, Returned, Assigned | |
Posting Date | Populated when Entry Type is Sold (how to do this?) | Reserve a SN against an opportunity |
Opportunity | lookup | |
Quantity | ||
Description |
Processes
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Dealers must fill out Warranty Tickets to get paid for under-warranty work.
Optional for not under-warranty work
Trigger an approval process for the Engineering team to approve
Finance team - to wire $ for the labor cost, or credit AR?
Do we need to track dealers' part inventory?