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Field Name | Comments | |
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Serial No. (Name field) must be unique | Text | Finished Good SN |
Product (lookup) | ||
Item (lookup) | ||
Engine Serial No. | Text | Record on consumption, not when receive…rule??? |
Hydrogear Left Serial No. | Text | Record on consumption, not when receive |
Hydrogear Right Serial No. | Text | Record on consumption, not when receive |
Serial No. Status | Assigned,In Stock,Sold, Returned | |
Account (lookup) | Could be Dealer or End Customer | |
Manufacture Date | Date | |
Sold Date | Date | |
Warranty Expiration Date | Date Sold to the End-Customer + 2000 hours or 5 years (Item page)made formula to add 5 years |
Serial No. Ledger Entry
Field Name | Comments | |
|---|---|---|
Entry No. (auto number) | ||
Serial No. | Master Detailed | |
Entry Type | Manufactured, Dealer Stock, Sold, Returned, Assigned | |
Posting Date | Reserve a SN against an opportunity | |
Opportunity | lookup | |
Description |
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Item Ledger Entry, Output ILE, populate Serial No. Ledger Entry with = Manufactured
Insert a Serial No. header if it does not exist yet.
Item Ledger Entry, Shipment ILE, populate Serial No. Ledger Entry with = Dealer Stock
Add Serial No. field to Opportunity
When adding Serial No. to Opportunity, populate Serial No. Ledger Entry with = Assigned
Opportunity
If Record Type = End User, and if Status = Closed Won, populate Serial No. Ledger Entry with = Sold
Return????
How to return? Return Sales Order????
Warranty
Case (used for Warranty Ticket
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) one case per serial number
Field Name | |||
|---|---|---|---|
Account | lookup | Is it theredelete | |
Ticket Date | delete | ||
Warranty Status | In Review, Approved, Paid | Paid = can be A/P check or credit memo against AP | |
Serial No. (lookup) | |||
Product (lookup) | |||
Item (lookup) | |||
Total Amount (rollUnder Warranty Amount | Roll-up summary with Under Warranty = true | ||
Under Warranty Product Amount | Roll-up summary with Under Warranty = true, and Product Type = Inventory | ||
Under Warranty Labor Amount | Roll-up summary with Under Warranty = true) | need line amount field first |
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, and Product Type = Labor | ||
Out of Warranty Amount | Roll-up summary with Under Warranty = false |
Warranty Lines
Field Name | ||
|---|---|---|
Case No. (master-detail) | ||
Product (Part/Labor (lookup to Product)) | part means inventory | 2 hours, + parts (Part/Labor (lookup to Product)) |
Quantity | ||
Unit Price | ||
Line Amount (formula) | what formula? | |
Under Warranty | checkbox? |
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Dealers must fill out Warranty Tickets to get paid for under-warranty work.
Optional for not under-warranty workHeader three amount fields, (Under Warranty amount, Warranty Labor Amount, Warranty Part Amount, and Total Amount)
Vendor Payment lookup
Sales Credit Memo lookup
Trigger an approval process to approve
Once approved, create two workflows
Labor to create a Vendor Payment to pay via ACH
Parts to create Sales Credit Memo, to credit against AP
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