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