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Sample Project Setup for FenceScape -

Sample Project Setup for FenceScape -

Children Sales Orders

  • I created 2 Residential Customers

  • For one of the customers:

    • I exploded the BOM

    • Created an Invoice

      • But I can't create a prepayment invoice without creating a shipment. 

      • We might need to make an enhancement for that. 

        • Perhaps an Order Type that doesn't require shipment? 

      • For now I just created a regular invoice so it shows up in the related list.

  • For the other customer

    • I left the BOM un-exploded

    • No Invoice

      • So you can show them how it works.

 

"Parent" Sales Orders

  • Phase #1

    • Created 2 Item Lines for Shipment

      • Processed that Shipment

    • Created 1 for Labor

      • Special Order

      • Created the Purchase Order

        • Vendor = Fence Installers Inc.

  • Phase #2

    • 1 Item for Shipment

    • 1 for Labor

    • I didn't process the Shipment or Create a Purchase Order

      • So you can show them how it works

 

Project Tasks

  • I added a couple

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