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Field Name | ||
|---|---|---|
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 | |
Opportunity | ||
Quantity | ||
Description |
Processes
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Field Name | ||
|---|---|---|
Ticket No. (auto number) | ||
Account | text field?lookup | |
Ticket Date | ||
Document Status | Being Reviewed, Approved, Paid (make it one word?) | Paid = can be A/P check or credit memo against AR |
Serial No. (lookup) | ||
Product (lookup) | ||
Item (lookup) | ||
Total Amount (roll-up summary with Under Warranty = true) | need line amount field first |
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Field Name | ||
|---|---|---|
Ticket No. (master detail) | ||
Line No. (auto numbered) | ||
Part/Labor (lookup to Product) | part means inventory change name to product | 2 hours, + parts |
Quantity | ||
Unit Price | ||
Line Amount (formula) | what formula? | |
Under Warranty | checkbox? |
...
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?