Content Comparison

...

• When inserting Item Ledger Entries if Serial No. is not blank.

  • Insert Serial No. Ledger Entry.

    • Copy Document Type to Entry Type

  • Insert a Serial No. header if it does not exist.

  • When unposting WS, delete the serial number only if it is not assigned, and it is not sold.

    • Serial No. Assignment is blank for this serial number

    • 3 fields below are blank

      • Sold to Opportunity

      • Sold to Opportunity Product

      • Sold to End User Account

• If ILE’s Document Type = Shipment, insert another SN ILE with Entry Type = Dealer Stock, and Quantity = 1.

• Serial No. header cannot be deleted if any :

  • Any of the fields below are not blank:Assigned

    • Sold to Opportunity

    Assigned

    • Sold to Opportunity Product

    • Dealer Account

    End

    • Sold to User Account

  • Or Serial No. Assignment table is not blank

• These four fields cannot be updated manually:

• Assigned to Opportunity (updated from Assign/Unassign Serial Number function on Opportunity)

Assigned to Opportunity Product (updated from Assign/Unassign Serial Number function on Opportuny)

should be READ only for regular users.

• Sold to Opportunity

• Sold to Opportunity Product

• Dealer Account

• Sold to End User Account (updated from Assign/Unassign Serial Number function on Opportunity)

Return????

• Field Tracking

  • Must turn on field tracking for all fields on Serial No. table, and Serial No. Entry table.

• When posting returns

  • Error if the following 3 fields are not blank and Serial No. Assignment is not blank.

    • Sold to Opportunity

    • Sold to Opportunity Product

    • Sold to End User Account

  • When posting, blank out Dealer Account.

    • Add one more Serial No. Ledger Entry, for the return.

Case Management

Case (used for Warranty Ticket) one case per serial number

...