RMA in Field Service did not auto create a Return in SOP when received

(0) Share

Report

Posted on by Dana Haessig

385

Hi -

I have a customer who has Field Service Returns (RMA's) set to create a return document in SOP when the RMA is received. He has one RMA that he just received and it did not create a return in SOP. I have been digging in the SQL tables looking for any differences between this RMA and the others that did generate the SOP return, but I don't see anything different.

I suspect his only option is to manually create the SOP return, but I wanted to find out if anyone has any other suggestions or thoughts on why this happened randomly?

Thanks,

Dana

*This post is locked for comments

All responses (2)

Answers (0)

davidf. on at

Like (0)

Report

Re: RMA in Field Service did not auto create a Return in SOP when received

Take a look at the RMA Type used in this particular RMA. There are 5 different Customer Paths under the RMA Type Maintenance setup. The Customer Paths "None" and "Repair & Return" will not generate a SOP Transaction, unless you have entered a repair fee.

The Customer Path "Credit" will generate a SOP Return Transaction when the RMA is received.

The Customer Paths "Replacement" and "Advanced Cross Ship" will generate a SOP Return and a SOP Invoice transaction.
Dan Liebl 7,320 on at

Like (0)

Report

Re: RMA in Field Service did not auto create a Return in SOP when received

What path is the process? Do you have the RMA Type setup completely (assigned SOP invoice, order, etc..)? If it has worked in the past and not now, something must have changed. Has user been able to do this in the past?

Dan Liebl, CMA CPIM | Senior Consultant | OTT,Inc | DLiebl@OTT-inc.com