1 Reply Latest reply on Apr 11, 2019 2:16 AM by Adi Leibowitz

    RMA Process

    Lora Barclay
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      Hi All

       

      Currently working on a RMA process and keen to pick up other user ideas on how they are implementing RMA within Remedyforce

        • 1. Re: RMA Process
          Adi Leibowitz

          It will obviously depend on the specifics of your requirements, but we have a customer who is using incidents and tasks in the following way: a customer complaint is registered using an incident, and if a part needs to be replaced, a task with a "change part" record type is generated under that incident. The "change part" task has specific fields and lookup filters which allow documenting the part which should be replaced, as well as selecting a new part from inventory. When the task is updated, automation is responsible for changing the statuses of both parts, connecting the new part to an assembly or a client, etc

           

          Hope this makes sense.

           

          Adi