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Master Data - Setup

Order to Cash

Projects

• One Main Project Project

  • One Parent Sales Order

  • Child opportunities for each residence

    • Each Child will have their own

      • Quote

      • Invoice

    • Kits - Includes all the labor, components, etc

    • $0 Parent Sales Invoice

    • WH Shipments

    • Phase 1

      • Install Posts

      • Use 3rd Party Service Crew

      • Send PO to 3rd Party

    • Phase 2

    • Finish Fence

      • Uses a different crew from Phase 1

        • Internal Crew or 3rd Party

      • Possible they need to update the quote order at this time.

      • Sometimes they will change the quote

      • Sometimes they won’t

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Sales Quotes

Sales Orders

Order Fulfillment (Picking & Shipping)

Sales Invoices

Work Orders

Inventory Management

Supply Planning

Financial Accounting

Current State

Multi-Home & Single Home Project

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Future State Recommendations

Projects

An Idea:

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Reporting Requirements

Purchasing

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