FenceScape Demo Script

Company Setup

• Default Warehouse = Toronto CA

• Default Currency = CAD

• Default GL Ledger = Actual-CA

• Open Gmail microdatanetinc@gmail.com

Go to GoldFinch Sales Menu

Opportunity 

• https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/Opportunity/006Hp000016WYAOIA4/view

• Create Quote 

  • Quote header and line filds

  • Sales Prices Setup

    • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/GFERP__Sales_Price2__c/a25Hp00000Y2XbsIAF/view

  • Sales Discount (Line Discount, and Invoice Discount)

    • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/GFERP__Line_Discount__c/a16Hp00000Rptq7IAB/view

  • Sales Tax - Canada 

    • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/GFERP__Tax_Area__c/a2QHp000005R2Q0MAK/view

  • Print PDF

  • Email PDF

    • Activity

    • Chatter

  • Convert Quote & Project

• GoldFinch Sales Order 

  • Overview Sales Order header and line fields.

  • Product Linked to Kit Parents 

  • Project, Project Tasks linked to the Project

• GoldFinch Project 

  • Overview Project fields

  • Project Tasks 

    • Billing Task Budget Revenue

    • add a Prepayment Billing Tasks

• Print Confirmation

Sales Order 

• Explode Kit Parents to get  

  • Component Items & Labor 

• Allocations on Sales Order

  • Allocation Status

  • Partial allocation (green, yellow, red) 

  • Review (DEMO Item) Wood PT:WPTV44PC

    • Purchasing Type

    • Allocated Qty

Supply Plan  

• Overview Item - (DEMO Item) Wood PT:WPTV44PC

  • Item Units of Measure

    • EA

    • Box

• Overview of Inventory Status

  • Bin Content

  • Item list

    • Item Availability Status

    • Item Availability by Item

• Inventory Management  

  •  

• Run Supply Plan to fulfill partially allocated SO

  • SKU Planning Parameters, Safety Stock, Reorder Qty, Reorder Cycle, Orderr Multiple = 1

  • Calculation Line

    • (DEMO Item) Wood PT:WPTV44PC

  • Calculation Line Analysis

  • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/Report/00OHp000008Q3XpMAK/view?queryScope=userFolders

• Create Purchase Order 

  • United Natural Inc. (CA)

  • Update GL Ledger to Actual-CA

  • Approval 

    • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/setup/ApprovalProcesses/page?address=%2F04aHp000000XjOP

    • Purchase Order Approval

      • Approve

  • Purchase Unit of Measure = Case

  • Print Purchase Order

  • Send Emails

  • Item Costs 

  • ETA 

From Sales Order - labor

• Create Special Purchase Orders for the Labor 

Item Purchase Order

• Whse Receipt

• Put-away

  • Put-away in EA

  • Print Instructions

From Sales Order 

• Allocate = should be full now

• Create Prepayment Invoices 

  • Prepayment % on Sales Order

  • Populate Project task = Prepayment Task

Customer Receipt

• Create a CR and apply to the prepayment invoice

  • Project Billing Task

From Sales Order

• Create Shipment

• Create Pick

  • Print Instructions

  • Post

• Print Packing List

• Create BOL

• Posting Shipment

• Create Final Invoice 

Lavor Purchase Order

• Update GL Ledger

• Create Purchase Invoice

Financial Management 

• Project 

  • Project List - Cost and Revenue 

  • Project Ledger Entry

    • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/Report/00OHp00000B9GM7MAN/view?queryScope=userFolders

  • Project Revenue and Cost

    • https://scottdemoinstance-dev-ed.develop.lightning.force.com/lightning/r/Report/00OHp00000B9GMHMA3/view?queryScope=userFolders

• Accounts Receivable 

  • Account list

    • AR Aging as of

    • ….

• Accounts Payable 

  • Purchase Invoices

    • Ready to Create Vendor Payments

    • Print Check

• General Ledger Management 

  • General Journal

  • Bank Rec

• Financial Reporting 

  •