YAKTA End to End Demo

VRP -Lead

VRP - Lead to Opportunity conversion

VRP - Opportunity Management

Product for Opportunity = TEST ZERO TURN-Serial Tracked

Test Opportunity Link :- https://yakta--tekstakdev.sandbox.lightning.force.com/lightning/r/Opportunity/006DP00000KAxafYAD/view

GF - Forecast

• GF Item = Y-TESTZEROTURN-Serial Tracked , SF Product = TEST ZERO TURN-Serial Tracked , Customer = Goldfinch Cloud Solutions

• Move the opportunity to the Commitment stage and save. ( The sale order should be deleted from the Opportunity details page)

• To show the forecast table, Use the command Database.executeBatch(new GF_CalculateSalesForecastBatch());

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.

Error Checking:

• If the product for a Non-Sellable item exists, the product will be deleted.

• If the existing Non-Sellable product is used in existing opportunities, an error will be generated if its linked Item is changed to Non-Sellable.

• The matching fields will be Item number / Product number and Item Description / Product Name

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 must be checked

GF - Scheduled in Production

• Create Requisition

  • Create Work Orders

  • One Sales Line, one Work Order

  • Create Production Journal ( Inventory is available for component items Test-Bearing and 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

  • VRP - Provide a list of fields from the Asset object for GF to populate.

  • VRP - Can take over other management of Fixed Assets.

  • Create and Post Sales Invoice

GF- Handing over Asset information to Salesforce Service Cloud

For handing over of asset information from Goldfinch to Salesforce Service cloud, you can use the Goldfinch Item ledger entry object for retrieving required asset information.

Following are the required details.

Object Label:- Item Ledger Entry

Object API name:-  GFERP__Item_Ledger_Entry__c

The following fields can be used to capture Asset’s information. We create an Item ledger entry record when the shipment is posted.   

• GF - List view or a report to see Work Order value by Week

  • Show Last Week, Next Week, Current Month List view configured

  • Show Sales Line Date, Line Shipment Date on Work order Layout

  • Weekly Report in progress