CXT Plan Review - Service Submissions
- Deanna Nielsen
- Siraya Bell
This document outlines the updated process for Service Submissions for locations that have
adopted the Salesforce ‘Designer CXT’ functionality whereby designers, FSTs and plan
reviewers are now importing CAD designs into Salesforce first, before uploading/importing those designs to Dash.
1. Click ‘reset’ on the Invoice tab to remove the Salesforce lock. This will allow your import in
step 3 to correctly add your service items to the overall BOM for this Job, while also creating the
needed “Make it right” adjustment. (Note that the Reset button will only be visibile to you if your
Dash Admin has given you the “Reset Salesforce CAD Import” permission.)
As you would today in CAD and Dash:
a. Export your service CAD file from CAD as a zip or ccz file.
b. Upload your service CAD file directly to Dash. (Do not import to Salesforce)
b. Start a ‘New Request’ from the manufacturing tab of the Job in Dash
c. Initiate an import from the top of the page (shown below)
Ensure that you are only selecting to “Import Items” to the BOM. (Do not delete the existing BOM
items, as these are still needed for demand planning and reporting within Dash. Following these steps
will add the additional service BOM items to the overall BOM list in Dash).
After completing your import, complete your submission to manufacturing as you normally would.
(Optional step) Review the invoice tab to confirm that your BOM items have been added to the
overall list of BOM items on this job in Dash. If you click into the price for any specific space, you will
now see a “Make it right” adjustment corresponding to value of the additional item(s) you imported for
the Service Submission