Content Comparison

Click Create Sales Order & Project button from Opportunity to create  

GoldFinch Sales Order 

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Product Linked to Kit Parents 

...

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Opportunity 

• Quote 

• Products are linked to Kit Parent Items 

• Sync Quote to Opportunity 

• Company Setup

  • Default Warehouse = Toronto CA

  • Default Currency = CAD

  • Default GL Ledger = Actual-CA

  • Open Gmail microdatanetinc@gmail.com

• Go to GoldFinch Sales Menu

• Opportunity 

  • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/Opportunity/006Hp000016WYAOIA4/view

  • Create Quote 

    • Quote header and line filds

    • Sales Prices Setup

      • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/GFERP__Sales_Price2__c/a25Hp00000Y2XbsIAF/view

    • Sales Discount (Line Discount, and Invoice Invoice Discount)

      • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/GFERP__Line_Discount__c/a16Hp00000Rptq7IAB/view

    • Sales Tax - Canada 

      • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/GFERP__Tax_Area__c/a2QHp000005R2Q0MAK/view

    • Print PDF

    • Email PDF

      • Activity

      • Chatter

    • Convert Quote & Project

  • GoldFinch Sales Order 

    • Overview Sales Order header and line fields.

    • Product Linked to Kit Parents 

    • Project, Project Tasks linked to the Project

  • GoldFinch Project 

    • Overview Project fields

    • Project Task Tasks 

      • Billing Task Budget Revenue

      • add a Prepayment Billing Tasks

  • Print Confirmation

• Sales Order 

  • Explode of Kit Parents to get  

    • Component Items & Labor 

  • Allocations on Sales Order 

  • Create Special Purchase Orders for the Labor 

  • Purchase Price  

  Supply Plan  

  Review Item, SKU, Inventory Status Inventory Management 

• Create Purchase Order 

  • Purchase Prices (Vendor Contracts) 

  • Approval 

  • Item Costs 

  • ETA 

• From Sales Order 

  • Create Prepayment Invoices 

  • Project from SO 

  • Project Task must be prepayment 

  • Create Pick/Pack/Ship 

  • Create Final Invoice 

• Financial Management 

  • Project 

    • Cost and Revenue 

  • Accounts Receivable 

  • Accounts Payable 

  • General Ledger Management Order

    • Allocation Status

    • Partial allocation (green, yellow, red) 

    • Review (DEMO Item) Wood PT:WPTV44PC

      • Purchasing Type

      • Allocated Qty

• Supply Plan  

  • Overview Item - (DEMO Item) Wood PT:WPTV44PC

    • Item Units of Measure

      • EA

      • Box

  • Overview of Inventory Status

    • Bin Content

    • Item list

      • Item Availability Status

      • Item Availability by Item

  • Inventory Management 

  • Run Supply Plan to fulfill partially allocated SO

    • SKU Planning Parameters, Safety Stock, Reorder Qty, Reorder Cycle, Orderr Multiple = 1

    • Calculation Line

      • (DEMO Item) Wood PT:WPTV44PC

    • Calculation Line Analysis

    • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/Report/00OHp000008Q3XpMAK/view?queryScope=userFolders

  • Create Purchase Order 

    • United Natural Inc. (CA)

    • Update GL Ledger to Actual-CA

    • Approval 

      • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/setup/ApprovalProcesses/page?address=%2F04aHp000000XjOP

      • Purchase Order Approval

        • Approve

    • Purchase Unit of Measure = Case

    • Print Purchase Order

    • Send Emails

    • Item Costs 

    • ETA 

• From Sales Order - labor

  • Create Special Purchase Orders for the Labor 

• Item Purchase Order

  • Whse Receipt

  • Put-away

    • Put-away in EA

    • Print Instructions

• From Sales Order 

  • Allocate = should be full now

  • Create Prepayment Invoices 

    • Prepayment % on Sales Order

    • Populate Project task = Prepayment Task

• Customer Receipt

  • Create a CR and apply to the prepayment invoice

    • Project Billing Task

• From Sales Order

  • Create Shipment

  • Create Pick

    • Print Instructions

    • Post

  • Print Packing List

  • Create BOL

  • Posting Shipment

  • Create Final Invoice 

• Lavor Purchase Order

  • Update GL Ledger

  • Create Purchase Invoice

• Financial Management 

  • Project 

    • Project List - Cost and Revenue 

    • Project Ledger Entry

      • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/Report/00OHp00000B9GM7MAN/view?queryScope=userFolders

    • Project Revenue and Cost

      • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/Report/00OHp00000B9GMHMA3/view?queryScope=userFolders

  • Accounts Receivable 

    • Account list

      • AR Aging as of

      • ….

  • Accounts Payable 

    • Purchase Invoices

      • Ready to Create Vendor Payments

      • Print Check

  • General Ledger Management 

    • General Journal

    • Bank Rec

  • Financial Reporting