January 14, 2025 Action Items

Action Items for GoldFinch

• Sales Tax Upper Limit:

  • Fix the $5,000 tax limit to calculate at the invoice total level instead of individual lines.

• Default Warehouse and Tax Area:

  • Update logic to pull default warehouse and tax area from user setup. Ensure these fields are blank if no default is specified.

• Record Type Issues:

  • Investigate and resolve intermittent issues with incorrect record type preloading.

  • Allow record type changes after sales quote or order creation without requiring deletion of records.

• Zero Quantity Items:

  • Resolve validation errors when saving sales orders with zero-quantity lines.

• Fixed Dollar Amounts for Prepayments:

  • Add functionality to calculate prepayments as fixed dollar amounts instead of percentages.

• Outbound QC Tests:

  • Develop the ability to attach QC tests to outbound processes (e.g., picks or warehouse shipments).

  • Ensure QC status must be "Approved" before related actions like posting or printing documents.

• Review sales invoice mockups (sent by Chris) and confirm updates, including fields for:

  • POS Payments

  • POS Remaining

• Add functionality to prevent edits to account names after a trailer sale invoice is posted.

Action Items for AATC

1. Technical Sheets and QC Bins

• Gene:

  • Create technical sheets matching item categories (e.g., Gooseneck).

  • Assign QC questions to technical sheets and mark them as "Certified."

  • Create QC bins for all warehouses and assign them as default QC bins.

• Chris:

  • Guide Gene in mass-assigning technical sheets to items by category.

2. Prepayment and Down Payment Processes

• Team Training:

  • Train the team to use prepayment invoices for trailer sales.

  • Standardize processes for backorders and financed sales to reduce errors.

• Internal Discussions:

  • Decide whether to adjust business practices to use percentage-based prepayments or continue with fixed dollar amounts.

3. Testing and Validation

• Chris:

  • Test updates to:

    • Sales tax calculation.

    • Record type preloading.

    • Zero quantity sales order validation.

  • Verify whether POS payments and prepayment functionality meet invoicing needs.

4. QC Workflow Review

• Team:

  • Meet internally to finalize the placement of QC tests in the outbound process (e.g., picks or shipments).

  • Provide clear requirements to GoldFinch for integration.

5. Phase 2 Kickoff

• Chris:

  • Schedule a Phase 2 kickoff meeting with GoldFinch later this week.

  • Prepare requirements for new workflows, such as enhanced QC processes.