mfg-implementation

Start with user permissions and account setup, then configure record types, Price Books with PricebookEntry records, and activation workflows. SalesAgreement.Status must be Active before actuals are tracked, and SalesAgreementProductSchedule holds planned versus actual quantities.

The sales track runs User Management, Account Management, Product Portfolio, Sales Agreements, Forecasting, Account Manager Targets, Partner Visits, then ERP integration. The service track covering Assets, Warranty, and Inventory can run in parallel from phase three onward.

Yes, it requires Data Processing Engine templates from the prebuilt Manufacturing DPE package. Run the DPE on a daily schedule to keep AccountForecastPeriodMetric current, with dimensions by product, account, or location.

WarrantyTerm records link to Product2 via ProductWarrantyTerm or to Assets via AssetWarranty, with WarrantyTermCoverage defining labor, parts, and expense coverage. WarrantyClaim and SupplierRecoveryContract may not be available in all orgs, so custom objects or Cases may be needed.

It uses MCP tools including get_org_status for an org dashboard, health_check to identify gaps, module-specific check tools, run_soql for queries, and describe_sobject for metadata inspection. It can also create or update records when connected to an org.