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Field Name | Comments | |
|---|---|---|
Serial No. (Name field) must be unique | Text | |
Product (lookup) | ||
Item (lookup) | ||
Engine Serial No. | Text | |
Hydrogear Left Serial No. | Text | |
Hydrogear Right Serial No. | Text | |
Status | AssignedYakta, In Dealer Stock, Assigned, Sold, Returned, formula???? | |
Quantity | Rollup Summary | |
Dealer Account (lookup) | ||
End User Account (lookup) | ||
Assigned to Opportunity (lookup) | ||
Manufacture Date | ||
Sold Date | formula | |
Warranty Expiration Date | formula | plus 5 years???? |
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Field Name | Comments | |
|---|---|---|
Entry No. (auto number) | ||
Serial No. | Master Detailed | |
Entry Document Type | Shipment | |
Posting Date | Reserve a SN against an opportunity | |
Opportunity | lookup | |
Item Ledger Entry (lookup) | ||
Description |
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When inserting Item Ledger Entry and if Serial No. not blank
Insert Serial No. Ledger Entry.
If Copy Document Type = Output, to Entry Type = ManufacturedIf 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 OrderIf ILE’s Document Type = Shipment insert another SN ILE with Entry Type = Dealer Stock, and Quantity = 1
Return????
Warranty
Case (used for Warranty Ticket) one case per serial number
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