Category: Requirement Analysis

Assign sales rep to sales order item line.

Automating the value of the sales rep in the sales order item line. The sales rep will be identified based on the customer territory and the item’s brand value setup in the custom record. Requirements Is there any way to automate this using sales rules? The scenario will be the customer is located in a… Continue reading Assign sales rep to sales order item line.

UPDATING PURCHASE ORDER ITEM QUANTITY ON THE BASIS OF THE SAVED SEARCH PENDING QUANTITY VALUE

This proposal covers the scope of updating the purchase order item quantity on the basis of the saved search pending QTYS column value. Requirement Create a script that takes that item and subtracts the quantity from the “Pending Qty” column. So, if the order is 5 and the pending qty is 1, You delete one… Continue reading UPDATING PURCHASE ORDER ITEM QUANTITY ON THE BASIS OF THE SAVED SEARCH PENDING QUANTITY VALUE

Proposal for Inventory Count and Adjustment Enhancement

Proposal Summary Flowco needs to have enhancements on Inventory Count and Inventory Adjustments.  Requirement Flowco needs to have the following enhancements on Inventory Count and Inventory Adjustments. Currently, the Inventory Adjustment is not having reference to the corresponding Inventory Count. So they need to have a hyperlink on the Inventory Adjustment record back to the… Continue reading Proposal for Inventory Count and Adjustment Enhancement