Serial No. Management
Serial No.
Field Name | Comments | |
|---|---|---|
Serial No. (Name field) must be unique | Text | |
Product (lookup) | ||
Item (lookup) | ||
Engine Serial No. | Text | |
Hydrogear Left Serial No. | Text | |
Hydrogear Right Serial No. | Text | |
Status | Assigned,In Stock,Sold, Returned, formula???? | |
Quantity | Rollup Summary | |
Dealer Account (lookup) | ||
End User Account (lookup) | ||
Assigned to Opportunity (lookup) | ||
Manufacture Date | ||
Sold Date | formula | |
Warranty Expiration Date | formula | plus 5 years???? |
Serial No. Ledger Entry
Field Name | Comments | |
|---|---|---|
Entry No. (auto number) | ||
Serial No. | Master Detailed | |
Entry Type | Manufactured, Dealer Stock, Sold, Returned, Assigned | |
Posting Date | Reserve a SN against an opportunity | |
Opportunity | lookup | |
Description |
Processes
Item Ledger Entry, Output ILE, populate Serial No. Ledger Entry with = Manufactured
Insert a Serial No. header if it does not exist yet.
Item Ledger Entry, Shipment ILE, populate Serial No. Ledger Entry with = Dealer Stock
Add Serial No. field to Opportunity
When adding Serial No. to Opportunity, populate Serial No. Ledger Entry with = Assigned
Opportunity
If Record Type = End User, and if Status = Closed Won, populate Serial No. Ledger Entry with = Sold
Return????
How to return? Return Sales Order????
Warranty
Case (used for Warranty Ticket) one case per serial number
Field Name | ||
|---|---|---|
Account | delete | |
Ticket Date | delete | |
Warranty Status | In Review, Approved, Paid | Paid = can be A/P check or credit memo against AP |
Serial No. (lookup) | ||
Product (lookup) | ||
Item (lookup) | ||
Under Warranty Amount | Roll-up summary with Under Warranty = true | |
Under Warranty Product Amount | Roll-up summary with Under Warranty = true, and Product Type = Inventory | |
Under Warranty Labor Amount | Roll-up summary with Under Warranty = true, and Product Type = Labor | |
Out of Warranty Amount | Roll-up summary with Under Warranty = false |
Warranty Lines
Field Name | ||
|---|---|---|
Case No. (master-detail) | ||
Product | part means inventory | 2 hours, + parts (Part/Labor (lookup to Product)) |
Quantity | ||
Unit Price | ||
Line Amount (formula) | what formula? | |
Under Warranty | checkbox? |
Processes
Dealers must fill out Warranty Tickets to get paid for under-warranty work.
Optional for not under-warranty work
Vendor Payment lookup
Sales Credit Memo lookup
Trigger an approval process to approve
Once approved, create two workflows
Labor to create a Vendor Payment to pay via ACH
Parts to create Sales Credit Memo, to credit against AP