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Investigate leveraging forecast tables for serialized items.
Assess feasibility of transitioning from custom reservation functionality to forecasting.
5. Reporting Needs
On Item, add the following field: On-hand, Allocated, Available, and In Transit.
Action Items:
Customize item status report if needed (e.g., add reserved quantities or remove irrelevant fields).
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Discussion around displaying financing-related custom objects (e.g., Loan Calculator) from opportunities on projects.
Action Items:
Provide Goldfinch team with specifics on required fields and validations for custom objects to enable this linkage.
7. Open Issues
Elijah Norcross Fort Myers encountered errors with sales quotes
Identified as a permissions issue and resolved.
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