Salesforce Assets Generation from GoldFinch

Overview

YAKTA used Salesforce Assets to track purchase date, Install date, and Manufacture date for tracking of shipped/produced Assets.

Assets Generation process

When Opportunity is Closed Won, a Sales Order is created through the following process.

Create GF Sales Order from Opportunity

After the Sales Order is created and inventory is allocated (based on Inventory, Special Order, or Production Work Order), the Whse Shipment is created and posted.

When Posted, For every item count on which shipment lines, Item Ledger Entries are created

The Item Leger entry creation with create a New Asset record based on the following mappings.

Fields Mappings

Target Assets FIELD LABEL	Target Assets FIELD NAME (API Name)	Source GoldFinch FIELD LABEL	Source Goldfinch Field API	Object
Account	AccountId	Sell to Customer	GFERP__Sell_to_Customer__c	Whse Shipment
Street	Street	Shipping Street	Shipping	Whse Shipment
Country	Country	Shipping Country	Country_from_Whse__c	Whse Shipment
State	State	Shipping State	State_from_whse	Whse Shipment
Postal Code	Postal Code	Shipping Postal Code	Postal_Code_from_whse	Whse Shipment
Asset Currency	CurrencyIsoCode	Currency	CurrencyIsoCode	Whse Shipment
Asset Name	Name	Product Name	Product Name	SF Product
Asset Owner	OwnerId	Opportunity Owner	Asset_Owner__c	Opportunity
Created By	CreatedById	Createdby	CreatedById Name	Whse Shipment
Manufacture Date	ManufactureDate	Posting date from Work order	Manufacture_Date__c	Work order
Opportunity	Opportunity__c	Opportunity Name	Opportunity_c	Opportunity
Price	Price	Unit price	Unit_Price_from_WSL	Sales Order
Product	Product2Id	Poroduct Name	Product_Name_from_Item_Product	SF Product
Product Code	ProductCode	Product Code	Product_Code_from_Item_Product	SF Product
Product Description	ProductDescription	Product Description	Product_Description_Item_Product__c	SF Product
Product Family	ProductFamily	Product Family	Product_Family_Item_Product__c	SF Product
Purchase Date	PurchaseDate	Order Date	Purchase_Date_WS_SO__c	Sales Order
Quantity	Quantity	Quantity	Quantity	Item Ledger entry
Serial Number	SerialNumber	Serial Number	GFERP__Serial_No__c	Item Ledger entry
Ship Date (Install Date)	ShipDate__c	Actual Shipping Date	Actual Shipment Date_c	Whse Shipment
Status	Status	Shipped	Shipment status	Shipment status

Manufacture Date

The manufacture date will show for Assets that are produced through the production journal.

Assets Deletion

When Whse is unposted due to any reason, the related Asset records will be deleted.