January 10, 2025 Meeting Notes

Key Discussion Points

1. Customer & Vendor Data:

   • Customer accounts are imported.

   • Vendor accounts need restructuring (address fields to be separated).

   • Action: FenceScape will clean and separate vendor data using GF CSV template.

2. Data Export/Import & Reporting:

   • Eric requested guidance on extracting and updating data in Salesforce/GoldFinch (e.g., price books).

   • Jodi mentioned a tool for exporting list views to Excel.

3. Work Orders vs. Purchase Orders:

   • Internal labor costs will use POs with an "Internal Installer" vendor for consistency.

   • Work orders will be used for inventory transformations (e.g., cutting boards).

   • Action: Test scenarios for associating labor costs with projects.

4. Parent & Child Sales Orders:

   • BOM explosion should group items for clarity.

   • Install fees will be split into components (e.g., "Dig" and "Finish").

   • Action: Kevin to address grouping functionality.

5. Project Cost Tracking:

   • Accurate reporting needed for project profitability.

   • Action: Review item setups to ensure correct GL account mapping.

6. Go-Live Plan:

   • Mock Cutover (Sandbox): February 1 for testing and adjustments.

   • Official Go-Live (Production): March 1.

7. Field Service Integration:

   • Retain the out-of-the-box setup: each parent and child sales order creates a work order.

   • Action: Jodi to confirm approach with LIDD.

Action Items

FenceScape Team:

• Clean vendor data using the CSV template.

• Review GL account mapping.

GoldFinch Team:

• Sarah: Test BOM explosions for service items and verify account posting setups.

• Kevin: Group BOM items and test item formula functionality.

• Jodi: Discuss Field Service integration with LIDD and provide feedback.

Next Steps:

• Regular weekly meeting: Tuesday, January 14, 2025.

• Schedule additional meetings based on progress.