Setup

• Serial Number (Tracking Lines Object or Related List?) new fields:

  • Floorplan = Check Box

  • Vendor = Picklist

    • Northpoint

    • Wells Fargo

• If “Floorplan” = TRUE

  • System will look at location where Item Journal is created, and update automatically

    • Trailer Nation Location

      • Vendor = Wells Fargo

Accounting

• Will use Item Journal or Purchase Order ?

  • If Purchase Order

    Northpoint or Wells Fargo will be the Vendor

  • Flag on PO = “Floor PO”

• Warehouse Receipt

  • Will look at the PO to see if it’s a Floor PO and post to the correct accounts

Accounting Questions

• When to do Purchase Invoice?

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• How to adjust costs?

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