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I’m working on an instance of FSM with some legacy querks, one of which is the use of Shipments to return products to stock, rather than an RMA, because of their use of the printed Packing Slip. to do this we select the “Part Return (Shipment)” code in the Task>Disposition. unfortunately this means the Product Deinstall requires a manual step. I tried adding a Return Reason of “Return Only” or “Ship Only” to the DISP_CODE in Code Tables, which I thought would enable the Deinstallation of the Product. unfortunately when I select the return reason any DISP_CODE that doesn’t have “Create RMA” checked  the Return Reasons cant be saved to the code line. is this normal? is it a bug? I understand its conventional to use the RMA to return items, but in this situation it doesn’t fit. any suggestions gratefully received.  

You could implement the following process:

  • Create a PICK UP task and assign to technician
  • Technician should navigate to Technician Signature page:
    • Select Task Category Code: PRODUCT_RECEIVED
    • Select Place ID to Receive: Technician Warehouse
    • Select Location: Customer Good
    • Confirm COMPLETE task.
  • A business process should be triggered if task_type == PICK UP AND task_status == COMPLETE AND task.task_category == PRODUCT_RECEIVED, then update “Located At” field on product record to technician’s VAN, product.status will be set to Uninstall. AND receive part as stock into warehouse at CUSTOMER GOOD location and usable is set to Y.

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