Serial No. Management
Serial No.
Field Name | ||
|---|---|---|
Serial No. (Name field) must be unique | Finished Good SN | |
Product (lookup) | ||
Item (lookup) | ||
Engine Serial No. | Record on consumption, not when receive…rule??? | |
Hydrogear Left Serial No. | Record on consumption, not when receive | |
Hydrogear Right Serial No. | Record on consumption, not when receive | |
Quantity (roll-up summary) | ||
Serial No. Status (should be a formula?) | Assigned,In Stock,Sold, Returned | |
Account (lookup) | Yakta, Dealer, or End-Customer | |
Manufacture Date | Roll Up summary (Max) Entry Type = Manufactured | |
Warranty Expiration Date | Date Sold to the End-Customer + 2000 hours or 5 years (Item page) | made formula to add 5 years |
Serial No. Ledger Entry
Field Name | Comments | |
|---|---|---|
No. (auto number) | ||
Serial No. | Master Detailed | |
Type | Manufactured, Dealer Stock, Sold, Returned, Assigned | |
Posting Date | Populated when Entry Type is Sold (how to do this?) | Reserve a SN against an opportunity |
Opportunity | lookup | |
Quantity | ||
Description |
Processes
Warranty
Warranty Ticket
Field Name | ||
|---|---|---|
Ticket No. (auto number) | ||
Account | lookup | |
Ticket Date | ||
Document Status | In Review, Approved, Paid | Paid = can be A/P check or credit memo against AP |
Serial No. (lookup) | ||
Product (lookup) | ||
Item (lookup) | ||
Total Amount (roll-up summary with Under Warranty = true) | need line amount field first |
Warranty Ticket Lines
Field Name | ||
|---|---|---|
Ticket No. (master detail) | ||
Line No. (auto numbered) | ||
Product (Part/Labor (lookup to Product)) | part means inventory | 2 hours, + parts |
Quantity | ||
Unit Price | ||
Line Amount (formula) | what formula? | |
Under Warranty | checkbox? |
Processes
Dealers must fill out Warranty Tickets to get paid for under-warranty work.
Optional for not under-warranty work
Trigger an approval process to approve
Once approved, create two workflows
Labor to pay via ACH
Parts to credit AP