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Create Customer order RMB option - Disable

  • 29 December 2021
  • 5 replies
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Nipun Gunaratne
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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

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Best answer by Kushan Jayasinghe 30 December 2021, 06:54

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5 replies

Kushan Jayasinghe
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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

Kushan Jay
Nipun Gunaratne
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Hi @Kushan Jayasinghe ,

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

Thanks & Best Regards,

Nipun

Kushan Jayasinghe
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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

Kushan Jay
Nipun Gunaratne
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Userlevel 5
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Hi @Kushan Jayasinghe 

 

Thank you very much for the explanation!

 

Best Regards,

Nipun

Kushan Jayasinghe
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Userlevel 5
Badge +8

Hi @Kushan Jayasinghe 

 

Thank you very much for the explanation!

 

Best Regards,

Nipun

Plesure :hugging:

Kushan Jay
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