Solved

Create Customer order RMB option - Disable

Forum|Forum|3 years ago
December 29, 2021
5 replies
268 views

+9

Nipun Gunaratne
Sidekick (Employee)

Hi All,

Users are not able to create a Customer Order from the Work Order RMB option

The Customer Order is typically used to send free warranty replacement parts to the Customer. See a sample work order in the screenshot , the customer handling option (RMB) is not available.

Customer is connected to the WO but the option is not available. Does anyone know the reason for that?

Thanks & Best Regards,

Nipun

Best answer by Kushan Jayasinghe

Hi Nipun,

The following example is from our core.

Please check the below steps whether this Customer Handling tick has been unticked.

Step 1:

Step 2:

Best regards,

Kushan

This topic has been closed for replies.

+9

Kushan Jayasinghe
Hero (Employee)
Answer
Forum|Forum|3 years ago
December 30, 2021

Hi Nipun,

The following example is from our core.

Please check the below steps whether this Customer Handling tick has been unticked.

Step 1:

Step 2:

Best regards,

Kushan

Let's connect via https://www.linkedin.com/in/kushan-jayasinghe/

G

Like

+9

Nipun Gunaratne
Author
Sidekick (Employee)
Forum|Forum|3 years ago
December 30, 2021

Hi @Kushan Jayasinghe ,

I followed your instructions but the Customer Handling checkbox was already checked. Is there any specific reason?

Thanks & Best Regards,

Nipun

G

Like

+9

Kushan Jayasinghe
Hero (Employee)
Forum|Forum|3 years ago
December 31, 2021

Hi @Nipun Gunaratne ,

As I previously mentioned, this is the core behaviour, and I hope you have this problem with a customer Env. Get some technical assistance from your colleagues.

Cheers,

Kushan

Let's connect via https://www.linkedin.com/in/kushan-jayasinghe/

G