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Overview

YAKTA wants to track all produced / shipped inventory and would like to track the register warranty for Shipped Serial No’s.

Serial No Generation

When an Output Item is produced through Production Item Journal ( from work order) and posted, this will generate a new Serial Number with Status = YAKTA and populate following details

Field Name

Comments

Serial No. (Name field) must be unique

Text

Product (lookup)

Lookup

Item (lookup)

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',
If (Assigned_to_Opportunity__c != null, 'Assigned',
If ( Dealer_Account__c != null, 'Dealer Stock',
If (Quantity__c = 1, 'Yakta', 'Error'))))

Quantity

Rollup Summary

Dealer Account (lookup)

Lookup

End User Account (lookup)

Lookup

Sold to Opportunity (lookup)

Lookup

Sold to Opportunity Product (lookup)

Lookup

Manufacture Date

Posting production date

Sold Date

formula

Closed Date from Opportunity

Warranty Expiration Date

formula

plus 5 years???? or 2000 hours???

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