Most of the challenges are around Donation Offers. Other processes seem to work well.
Donation Offers Challenges
Data challenges
Donors have different systems. Their Excel outputs are different. Total 30 of different formats. To ask them to use one standard template does not work.
There are missing data, such as UPC, FMV, and Categories. It is not feasible to ask Donors to fill them in before they send the Excel files.
One Donation Offer could be from different distribution centers, which could result in different Goods Orders.
A lot of copying and pasting and manipulation of data
Existing customizations
Too many “vague” errors. Difficult to support
The program is “fragile”. Not users friendly.
Two options
Move entire Donation Offer outside of GoldFinch.
Use Excel to Review/Reject/Allocation/Confirmation with Donors.
Only import data when allocated orders are committed.
Incremental
Continue to use existing Donation Offer program.
Relax data control
Not require FMV until later stage when creating invoices.
Not required UPC or all items matched, until the stage when ready to create Goods Orders and Sales Order
Convert Flows to Apex Code.
Add extra error checks.
More clear error messages.