Serial No. Management
Serial No.
Field Name | Comments | |
|---|---|---|
Serial No. (Name field) must be unique | Text | |
Product (lookup) | ||
Item (lookup) | ||
Engine Serial No. | Text | |
Hydrogear Left Serial No. | Text | |
Hydrogear Right Serial No. | Text | |
No. of Ledger Entries | Serial No. cannot be deleted if No. of Ledger Entries > 0 | |
Status | If (Sold_Date__c != null, 'Sold', | |
Quantity | Rollup Summary | |
Dealer Account (lookup) | ||
End User Account (lookup) | ||
Assigned to Opportunity (lookup) | ||
Assigned to Opportunity Product (lookup) | ||
Manufacture Date | ||
Sold Date | formula | |
Warranty Expiration Date | formula | plus 5 years???? |
Serial No. Ledger Entry
Field Name | Comments | |
|---|---|---|
Entry No. (auto number) | ||
Serial No. | Master Detailed | |
Document Type | Shipment | |
Posting Date | Reserve a SN against an opportunity | |
Opportunity | lookup | |
Item Ledger Entry (lookup) | ||
Description |
Processes
When inserting Item Ledger Entries
Insert Serial No. Ledger Entry.
Copy Document Type to Entry Type
Insert a Serial No. header if it does not exist.
If ILE’s Document Type = Shipment, insert another SN ILE with Entry Type = Dealer Stock, and Quantity = 1.
Serial No. header cannot be deleted if any of the fields below are not blank:
Assigned to Opportunity
Assigned to Opportunity Product
Dealer Account
End User Account
These four fields cannot be updated manually:
Assigned to Opportunity (updated from Assign/Unassign Serial Number function on Opportunity)
Assigned to Opportunity Product (updated from Assign/Unassign Serial Number function on Opportuny)
Dealer Account
End User Account (updated from Assign/Unassign Serial Number function on Opportunity)
Return????
Case Management
Case (used for Warranty Ticket) one case per serial number
Field Name | ||
|---|---|---|
Warranty Status | In Review, Approved, Paid | Paid = can be A/P check or credit memo against AP |
Serial No. (lookup) | ||
Product (lookup) | ||
Item (lookup) | ||
Under Warranty Amount | Roll-up summary with Under Warranty = true | |
Under Warranty Product Amount | Roll-up summary with Under Warranty = true, and Product Family = Parts | |
Under Warranty Labor Amount | Roll-up summary with Under Warranty = true, and Product Family = Labor | |
Out of Warranty Amount | Roll-up summary with Under Warranty = false | |
Vendor Payment (lookup) | ||
Purchase Credit Memo (Lookup) |
Warranty Lines
Field Name | ||
|---|---|---|
Case No. (master-detail) | ||
Product | Parts when Product Family = Parts Labor when Product Family = Labor | |
Quantity | ||
Unit Price | ||
Line Amount (formula) | what formula? | |
Under Warranty | checkbox? |
Processes
Dealers must fill out Case and Warranty Ticket Lines to get paid for under-warranty work.
Warranty Ticket Lines are optional for not under-warranty work
Vendor Payment lookup, Purchase Credit Memo lookup on Case
Case - turn on the approval process to approve, if Under Warranty Amount > 0
Once approved, create two workflows to call the apex code
Under Warranty Labor Amount > 0, to create a Vendor Payment to pay via ACH
Under Warranty Product Amount > 0, to create Purchase Credit Memo, to credit against Purchase Invoice