Add a Create Customer Asset workflow option

Enhancement Voting Workflows
1

Name of Feature/Request: Add a Create Customer Asset workflow option - Ability to add customer asset from the line item in Sales Order

What financial, time savings, or quality of life improvements will occur from this: During operations / Daily

Attempted Solutions So Far: Create a custom report Sales Order Details Dataset then put it in a Google Sheet, then download the Google Sheet as a CSV file and Imports it back into Striven using Customer Asset Imports. This is currently how we handle it in Striven.

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:

I would like to create a report that automatically Imports particular items (chosen by a custom field) into customer assets after being sold on the SO. There may not be an invoice generated because some customers are under a contract and the equipment is part of the deal. We still need to track those asset though. I know the serial numbers will be added to the SO, but how do I retrieve them since that field is not in the dataset? It cannot be a custom field since that would require too much duplication having to enter serial numbers for inventory purposes, and for customer assets.

This particular feature is available using the Bluefolder system

StrivenID: 3797374

2

If not on the sales order, on the invoice. I can see how having it on the sales order can lead to issues with cancelations, product changes, etc… leading to a much more complicated build out than having it at the invoice level. We’ve made it part of the SOP for Task completion. That took a lot of beatings, but the staff is getting it now.

3

I would prefer to have it pull from the invoice as that is where we input the serial number for our customers.