Key Discussion Points
1. Setting Up Non-Inventory Items
AATC team asked for clarification on the proper setup of non-inventory items (e.g., service items like warranties).
Setup Overview:
Use
Item Type: Service.Configure accounting posting via Account Posting Setup on the Service Item.
2. Inventory Allocation Process
Discussion around reserving inventory at the quote stage (vs. sales order)
Goldfinch allows inventory allocation at the sales quote level but un-allocation requires manual action if the deal is lost.
Add allocation status (e.g., fully allocated, partially allocated) to projects for visibility in list views.
3. Serialized vs. Non-Serialized Inventory
Serialized and non-serialized inventory processes reviewed:
Non-serialized: Fulfillment occurs from the main DC or via transfer orders.
Serialized: Allocation occurs at sales quote/sales order, and actual serial numbers are selected during warehouse shipment.
Allocation adjustments and transfer orders discussed for cases where inventory must move between warehouses.
Explore automating transfer orders with statuses (e.g., "Pending Approval") for inventory movement across warehouses.
4. Forecasting Integration
Potential use of Goldfinch’s forecasting functionality to handle serialized item demand (vs. custom checkbox-based reservation).
Forecasts can provide better visibility during demand surges (e.g., hurricanes) and align with sales pipeline stages.
Action Items:
Investigate leveraging forecast tables for serialized items.
Assess feasibility of transitioning from custom reservation functionality to forecasting.
5. Reporting Needs
On Item, add the following field: On-hand, Allocated, Available, and In Transit.
Customize item status report if needed (e.g., add reserved quantities or remove irrelevant fields).
6. Project & Opportunity Linkages
Discussion around displaying financing-related custom objects (e.g., Loan Calculator) from opportunities on projects.
Action Items:
Provide Goldfinch team with specifics on required fields and validations for custom objects to enable this linkage.
7. Open Issues
Elijah Norcross Fort Myers encountered errors with sales quotes
Identified as a permissions issue and resolved.
Next Steps
Project Plan Review:
Schedule a meeting to review open tasks for phase two and three of the project.
Meeting scheduled for 11:30 AM, December 11, 2024.
Accounting Training:
Sarah to schedule a separate meeting to review accounting workflows with Marty.
Follow-Up Deliverables:
Goldfinch to analyze forecasting solution for serialized items and provide recommendations.
AATC team to review and finalize any irrelevant fields for removal from layouts or reports.
Customize item status report based on AATC requirements.