FSM : RMA and Access Group

Question

Hi,

On the Business rule transaction, if we make a search with %Access% (see below), it seems that we don’t have standard rule for access_group and RMA.

1/ is it correct ? are Request/RMA stored in the same table and the rule 67 works for both RMA and Request ?

Going Forward, in the RMA transaction (Detail tab) it seems that we don’t have a field access group like we have in a request. is it correct ?

2/ Could you tell us why we don’ have this field in the main/detail tab in the RMA (like we have for ECO or Request) ?

3/ On the RMA transaction, it seems that “RMA type” is linked to the global table “Req_type” . if it’s correct ? if yes, How can we filter this table in the RMA screen to only display “Req_type” that are relevant for RMA.

A RMA could be created without a previous request (if the customer make a return directly in the repair center) and in an organization, we could have some repair centers. According to this organization we need to separate data by access group for all repair centers.
For Example : if we have 2 Repair centers (North/South) . A repair center located in the south of a country don’t want to see RMA for Customers/sites linked or located to the North because it’s not relevant for this one.

Thanks for your feedback

Regards

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Best answer by Lee Pinchbeck 8 April 2021, 16:35

View original

Lee Pinchbeck · Accepted Answer

Hi @athobie,RMA’s are stored in the same table as Request so everything that applies to the request table will also apply to RMA’s. This would include the Request Access Groups and all the fields on the request table.You may need to use the UI Designer to amend the RMA screen to suit your needs but the fields should be there to use as it is on the same table.As you can add in the Access Group using UI Designer and use the Request Access Group Business Rule to control them you can use that for the example you suggested. Alternatively, you could create a South and North screen that use the screen filter to remove the north and south data respectively and then assign these screens to South and North roles. If the users are in the relevant role they will then see they relevant screen and have the screen filtered accordingly.Kind regards,Lee Pinchbeck

athobie · Answer

@Lee Pinchbeck many thanks for your answer. Regards.

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