Use UAT
Lead
Opportunity
Sales Forecast
Supply Planning to create Purchase Orders to purchase raw materials.
Item to Product
Which item - they should have a demo item already
Item Configurations
Purchasing Type must be Special Order
Replenishment System must be Work Order
Report Output by Routing
Pushed to Goldfinch
Becomes a order (truck load)
One order could have multiple items.
Scheduled in Production
Create Requisition
Create Work Orders
One Sales Line one Work Orders
Need 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
Create Shipment from Sales Order
Print Packing List
Post Shipment
Create and Post Sales Invoice
General
Content
Integrations