Lead
Lead to Opportunity conversion
Opportunity Management
GF - Forecast
GF Item = Y-TESTZEROTURN-Serial Tracked , SF Product = TEST ZERO TURN-Serial Tracked , Customer = Goldfinch Cloud Solutions
Move the Opportunity to the Commitment stage and save (The Sales Order should be deleted from the Opportunity details page).
To show the forecast table, use the command Database.executeBatch(new GF_CalculateSalesForecastBatch());
GF - Item to Salesforce Product Integration
We have a checkbox named Non-Sellable on the item.
If Non-Sellable is true, a new product will not be created in CRM Products.
If Non-Sellable is false, a new product will be created ( Item No. = Product number, Item Description = Product Name) and the product will be linked to the item.
GoldFinch Items - Salesforce Products Integration
GF - Create Sales Order from Opportunity
Item Configurations
Purchasing Type must be Special Order
The Replenishment System must be the Work Order
Report Output by Routing must be checked
Create GF Sales Order from SF Opportunity
GF - Scheduled in Production
Create Requisition
Create Work Orders
One Sales Line, one Work Order
Create Production Journal ( Inventory is available for component items Test-Bearing and Test Spindle)
Finish Work Order
Show Total Finished Cost mount on Work Orders
Show Allocation on Sales Order and Create Shipment from Sales Order
Print Packing List
Post Shipment
GF - GoldFinch will create a Fixed Asset recording after a shipment is posted
VRP - Provide a list of fields from the Asset object for GF to populate.
VRP - Can take over other management of Assets.
Create and Post Sales Invoice
GF- Handing Over Asset information to Salesforce Service Cloud
Salesforce Assets Generation from GoldFinch
The following fields can be used to capture Asset’s information. We create an Item ledger entry record when the shipment is posted.
