Serial No. Management
Serial No.
Field Name | ||
|---|---|---|
Serial No. (Name field) must be unique | Finished Good SN | |
Product (lookup) | ||
Item (lookup) | ||
Engine Serial No. | Record on consumption, not when receive…rule??? | |
Hydrogear Left Serial No. | Record on consumption, not when receive | |
Hydrogear Right Serial No. | Record on consumption, not when receive | |
Quantity (roll-up summary) | ||
Serial No. Status (should be a formula?) | Assigned,In Stock,Sold, Returned | |
Account (lookup) | Yakta, Dealer, or End-Customer | |
Manufacture Date | Roll Up summary (Max) Entry Type = Manufactured | |
Warranty Expiration Date | Date Sold to the End-Customer + 2000 hours or 5 years (Item page) | made formula to add 5 years |
Serial No. Ledger Entry
Field Name | Comments | |
|---|---|---|
No. (auto number) | ||
Serial No. | Master Detailed | |
Type | Manufactured, Dealer Stock, Sold, Returned, Assigned | |
Posting Date | Populated when Entry Type is Sold (how to do this?) | Reserve a SN against an opportunity |
Opportunity | lookup | |
Quantity | ||
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
Warranty Ticket
Field Name | ||
|---|---|---|
Ticket No. (auto number) | ||
Account | lookup | |
Ticket Date | ||
Document Status | In Review, Approved, Paid | Paid = can be A/P check or credit memo against AP |
Serial No. (lookup) | ||
Product (lookup) | ||
Item (lookup) | ||
Total Amount (roll-up summary with Under Warranty = true) | need line amount field first |
Warranty Ticket Lines
Field Name | ||
|---|---|---|
Ticket No. (master detail) | ||
Line No. (auto numbered) | ||
Product (Part/Labor (lookup to Product)) | part means inventory | 2 hours, + parts |
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
Header three amount fields, (Under Warranty amount, Warranty Labor Amount, Warranty Part Amount, and Total Amount)
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