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Include all fields from Opportunity
Project would stay open until fulfillment/delivery.
This would replace cases they currently created.
Sales Quotes
Use out of box GoldFinch Quote
Need to change Bill-to for different financing company, so that AR is posted to the lender
Allow Cash down payment
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Add a Finished Good Item see https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087728641/GoldFinch+Setup#Item-Formulas
Explode BOM so the Details of the Formula is displayed
Select “Service Needed”
Shipment & Delivery
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No longer use Tag & Title Salesforce Cases for Serialized Items
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