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Use UAT
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Lead
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Opportunity
Sales Forecast
Supply Planning to create Purchase Orders to purchase raw materials.
Item to Product
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GF - Item to Salesforce Product Integration
We have a checkbox named Non-Sellable on the item.
If Non-Sellable is true, a new product will not be created in CRM Products.
If Non-Sellable is false, a new product will be created ( Item No. = Product number, Item Description = Product Name) and the product will be linked to the item.
GoldFinch Items - Salesforce Products Integration
GF - Create Sales Order from Opportunity
Item Configurations
Purchasing Type must be Special Order
The Replenishment System must be the Work Order
Report Output by Routing
Pushed to Goldfinch
Becomes a order (truck load)
One order could have multiple items.
must be checked
Create GF Sales Order from SF Opportunity
GF - Scheduled in Production
Create Requisition
Create Work Orders
One Sales Line
one Work OrdersNeed total Line Amount on Work Orders
List view or a report to see Work Order value by Week
Update Starting Date or Ending Date
Update Sales Line, Shipment Date and Sales Order Shipment Date?
Create a Production Journal for each routing step.
Finished Work Order
, one Work Order
Create Production Journal ( Inventory is available for component items Test-Bearingand Test Spindle)
Finish Work Order
Show Total Finished Cost mount on Work Orders
Show Allocation on Sales Order and Create Shipment from Sales Order
Print Packing List
Post Shipment
GF - GoldFinch will create a Fixed Asset recording after a shipment is posted
Create and Post Sales Invoice
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