| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
Kit items, should use both BOM and Item Routings
Some Work Centers are for Outside Service.
The current Explode BOM function does not look at Item Routings - need to change
Costing Method
FIFO
Should also use Standard Costing fields.
They use the Standard Base Cost (with a markup of real FIFO inventory costs) for project costing and price quotes.
Outside Service Work Centers
Purchase Price table
...
Order to Cash
Multi Home Projects
(Will discuss Single Home Projects Later)
One Main Project
For Example:
Hickorywood Farms Subdivision 10 House Fences
...
Converted from Sales Quotes on the Opportunity
One Parent Sales Order
6 Fence Posts = $0
2X2 Wood - 6 Foot = $0
2X4 - 4 Foot = $0
Total = $0
Children Sales Orders- One for Each Residence
One Line includes parts and labor
Residence 1 Example:
Item: Home Fence = 4,500.00
Install 2 Posts
Install 40ft of fence
Includes Labor
Residence 2 Example:
Item: Home Fence = 2,500.00
Install 1 Post
Install 10ft of fence
Includes Labor
Do you want multiple sales orders per phase?
Phase 1 - Parent Sales Order
...
Sales Invoices
Payment Terms Options
Need be able to create prepayment invoices without shipping.
Prepayment/1st deposit = 50% of the quote.
After 50 days it becomes non refundable
There are other payment terms
Parent Sales Invoice
$0
Children Sales Invoice
50% Prepayment for each Residence
...
Phase 1 Parent Sales Order
1st Warehouse Shipment
Includes Posts
Line Item for Labor = Special Order
Will need to setup Purchase Prices
Purchase Order #1
Phase 2 Parent Sales Order
2nd Warehouse Shipment
Includes Other Parts & Supplies
Line Item for Labor = Special Order
Purchase Order #2
...