Customizations
CRM Customization
Opportunity
Quotation
Sales Order
Opportunity - Items Table
1. MKT Department
Supply Type: Master Supply Type (e.g., AC - As Is Cast, FM - Finished Machining, PM - Proof Machining).
Grade: Select or create a grade for the item.
Drawing Type: Choose type (e.g., Cast, PM, Finish, Semi Finish).
Drawing Number: Enter the casting drawing number.
2. Sales Department
Casting Details:
Casting Type: (e.g., Pump, Turbine, Valve).
Casting Geometry: (e.g., Simple, Moderate, Critical, Complex).
Estimated Weight: Enter estimated weight.
Drawing Weight: Enter drawing weight.
Feasibility: Select Ok / Not Ok.
Pattern Details:
No. of Patterns: Enter count.
Material: Specify material type.
Description: Provide details.
Core Details:
No. of Core Boxes: Enter count.
Material: Specify material type.
Description: Provide details.
Additional Fields:
Mould Box Size: Select from Box Size Master.
Heat Treatment Feasibility: HT Inhouse / Outhouse.
Commercial Impact: Enter insights.
Yield Expected: Enter expected yield.
Shell Thickness: Specify thickness.
Sand to Metal Ratio: Enter ratio.
Dimension Tolerance: Specify tolerances.
Message to Machine Shop: Enter instructions.
Customer Approval Needed: Indicate requirement.
NDT Testing:
Tests Required: Indicate if needed (Radiography, MP, DP, UT, Other).
Remarks: Provide any relevant comments or observations.
Opportunity - Enquiry Review - On Opportunity Doctype, fields are explained below
Technical Capability
Description: This field is used to assess whether the necessary technical capabilities exist to pursue the opportunity effectively.
User Input: Users will enter relevant information indicating whether the required technical skills and resources are available.
Possible Values:
Yes: Indicates that the technical capability is present.
No: Indicates a lack of technical capability.
Needs Assessment: Further evaluation is needed to determine technical readiness.
Production Capacity
1. Volume
Description: Specify the maximum production volume that can be achieved for this opportunity.
User Input: Enter the anticipated units or quantity that can be produced within a given timeframe (e.g., monthly, quarterly).
2. Size
Description: Detail the dimensions or scale of the products to be produced.
User Input: Provide measurements (e.g., length, width, height) or describe the overall size categories of the products.
Additional Fields
3. Lead Time
Description: The estimated time required to begin production once an order is received.
User Input: Specify the lead time in days or weeks.
4. Infrastructure Facilities
Description: Overview of the physical facilities and equipment available for production.
User Input: List key infrastructure elements, such as machinery, storage, and production areas.
5. Statutory & Regulatory Requirements
Description: Outline any legal, safety, or industry standards that must be met.
User Input: Identify specific regulations or certifications necessary for production (e.g., ISO standards, environmental regulations).
6. Remarks
Description: Additional comments or observations regarding production capacity.
User Input: Use this space to provide any extra context or considerations that may impact production.