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Master Data - Setup
Items
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
Warehouses
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2 warehouses
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Order to Cash
Multi Home Projects
(Will discuss Single Home Projects Later)
One Main Project
For Example:
Hickorywood Farms Subdivision 10 House Fences
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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
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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
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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
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2 Month Lead Time
Linked to Blanket Purchase Order
Need to make a payment before it’s received.
90% of total
Process
Shipment 1 of x
Item(s) in transit
Pre Payment Invoice for this shipment
Receive
Confirm Receipt
Manage Short and Overages
Credits or Payments
Shipment 2 of x
Repeat….
Inventory
Warehouses
2 warehouses
Overstock goes to one of these WH
Would like to manage inventory for each WH
One has a yard location
Rack Locations at Warehouse 1
Bulk Storage
Small Bin Locations at Warehouse 2
Phase 1 - Do not track individual bins
This would be too confusing to current emnployees
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