Create GoldFinch Sales Orders from Salesforce Opportunities

For Lidd to Confirm:

• Do we need amount on the Parent opportuntity?

  • If every parent opportunity will have its children opportunities (either single home, or parent home), do we need Price Book set up for the Kit parents?

• Do we need to make sure the total amount of children opportunities match with the parent opportuntity?

For GoldFinch Team:

• Use 10/18 Ascari (DEMO) Opportunity to test

• Add a button to the Opportuntity page. Create GF Sales Orders.

  • Opportunity Status must be Closed Won.

  • Parent Opportunity field must be blank.

  • Sales Order field must be blank.

  • All Products on the Opportuntity Products must be linked to Item already.

    • GF Items cannot be blank on the Products.

• When clicking on the button, do the following:

  • Create a Project for the Parent Opportuntity.

    • Populate Opportuntity Id to the Project.

    • Create two Project Tasks

      • Fulfillment

      • Billing

  • Create a Parent Sales Order for the Parent Opportuntity

    • On Sales Line, populate Project field and Project Task with Fulfillment

  • Create a Child Sales Order for each Child Opportuntity.

    • On Sales Line, populate Project field and Project Task with Billing

  • Populate Opportunity Id to Sales Orders.

  • Parent Sales Order and Children Sales Orders must be linked to the Project.

  • All Children Sales Orders must be linked to the Parent Sales Order.

  • Populate Sales Order Id back to Opportunity

  • Copy code from Scott Demo Instance and clean up.

    • GF_OpportunityLWC class

      • CreateProjectSalesOrder routine