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Field Name | Comments | |
|---|---|---|
Entry No. (auto number) | ||
Serial No. | Master Detailed | |
Entry Type | Manufactured, Dealer Stock, Sold, Returned, AssignedShipment | |
Posting Date | Reserve a SN against an opportunity | |
Opportunity | lookup | |
Item Ledger Entry (lookup) | ||
Description |
Processes
When inserting Item Ledger Entry , Output ILE, populate and if Serial No. not blank
Insert Serial No. Ledger Entry
.
If Document Type = Output, Entry Type = Manufactured
If Document Type = Shipment, Entry Type = Dealer Stock,
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????
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Field Name | ||
|---|---|---|
Warranty Status | In Review, Approved, Paid | Paid = can be A/P check or credit memo against AP |
Serial No. (lookup) | ||
Product (lookup) | ||
Item (lookup) | ||
Under Warranty Amount | Roll-up summary with Under Warranty = true | |
Under Warranty Product Amount | Roll-up summary with Under Warranty = true, and Product Family = Parts | |
Under Warranty Labor Amount | Roll-up summary with Under Warranty = true, and Product Family = Labor | |
Out of Warranty Amount | Roll-up summary with Under Warranty = false | |
Vendor Payment lookup | ||
Sales Credit Memo Lookup |
Warranty Lines
Field Name | ||
|---|---|---|
Case No. (master-detail) | ||
Product | Parts when Product Family = Parts Labor when Product Family = Labor | |
Quantity | ||
Unit Price | ||
Line Amount (formula) | what formula? | |
Under Warranty | checkbox? |
Processes
Dealers must fill out Case and Warranty Tickets Ticket Lines to get paid for under-warranty work.
Optional Warranty Ticket Lines are optional for not under-warranty work
Vendor Payment lookupSales , Purchase Credit Memo lookup
on Case
Case - turn on the approval process to approve, if Under Warranty Amount > 0
Once approved, create two workflows to call apex code
Under Warranty Labor Amount > 0, to create a Vendor Payment to pay via ACH
Parts Under Warranty Product Amount > 0, to create Sales Purchase Credit Memo, to credit against APPurchase Invoice