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1/27/2025 Internal Call Notes

1/27/2025 Internal Call Notes

Owned by Sarah Al-Obaidi
Jan 27, 2025
2 min read

Roll-Up Costs and Prices for BOMs

  • Zon will update the GoldFinch package to also roll-up price.

  • Kevin will assist with additional customizations if needed.

  • Will automate the roll-up cost process to run nightly instead of requiring manual updates.

Explode BOM Functionality for Retail and Project Orders

  • Project orders: Current functionality replaces parent items with their components at zero price. This works as expected.

  • Retail orders: Need to include the standard base price for each component on the sales lines.

  • Discussed the unit cost:

    • For both parent and retail sales orders, unit costs must be populated during the BOM explosion.

    • Zon will ensure the functionality pulls in the correct unit cost values for each line item.

Service Addresses for Lawn Care and Snow Removal

  • Decided to manage service addresses as a related list on the project object (not tied to accounts).

  • Fields to include: Name, address, city, state, zip, and a site contact if needed.

  • Kevin will add the "Service Addresses" related list to the project object.

  • Sarah/Jodi will set up examples and screenshots for FenceScape to review.

  • Service addresses should appear on invoices linked to projects.

  • Kevin will explore customizing invoice templates to include these addresses if needed.

Page Layout Cleanup

  • Sarah will clean up page layouts for FenceScape.

    • Separate layouts for vendors and customers.

    • Remove unnecessary fields.

    • Organize fields logically based on user workflows.

Next Steps

  • Zon:

    • Update roll-up cost functionality in GFERP to also include price.

    • Modify BOM explosion for retail orders to pull the unit price.

    • Modify BOM explosion for parent project and retail sales orders to pull the unit cost.

  • Kevin:

    • Add "Service Addresses" related list to projects.

  • Sarah:

    • Clean up page layouts for FenceScape.

    • Test roll-ups and BOM explosion functionality as updates are made.

  • Jodi:

    • Create service address examples and screenshots.

    • Confirm with FenceScape the handling of the Snow Removal / Lawn Maintenance contracts within GFERP Projects.