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On the person screen and place screen, how the values of places_relationship are used in repair progress?

  • 23 April 2021
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On the person screen and place screen, there are many values of places_relationship.

①how these values of places_relationship are used in repair progress?for example,is the value of place to ship filled in automatically in address ID on shippment screen ?

②And which value is necessary ? if the value is not set firstly the repair progress can not be moved on.

③Can there be process differences due to different  values of whose place?for example,the place of customer or repair center.

 

IF you have some ideas about this question, please check the attchement with details.Thanks !!

 

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Best answer by Kalpani Dissanayake 6 May 2021, 17:35

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Lee Pinchbeck
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Hi @YAO ZHU,

If you click the question mark at the top right of FSM when on the RMA window this should bring up help documentation that will detail the whole process including what fields to complete and what they do.

The same can be done on the place screen.

The relationships all do as they say though ‘Place To Bill To’ for instance is where you want any bills for this repair to be sent.

Kind regards,

Lee Pinchbeck

Currently reading: The Way of Kings - Brandon Sanderson
Kalpani Dissanayake
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Hi @YAO ZHU,

These place relationships are coming from a global code PLACE_RELATIONSHIP and common to person and place screens. All the relationships may not applicable for both place and person. Also the place relationships can be vary depending on the whose place as well.

Also, the place relationships for a person can be vary depending on the type of the person. For an example, place for stock, work from place would be necessary for a technician.

Please find the answers to screen-prints attached by you in the document.

 

1.            RMA screen

Issued by field – person’s work from place

Bill to field – customer place if it is a billing place (billing place check box is checked) If billing place check box is not checked, place relationship’s ‘place to bill to’ place will be fetched here

Ship to field– this will be the customer place where you are getting your request from

2.            Lines tab

Receive to place – Depends on the set up of the business rule 20, and if it is not set up your person’s work from place.

3.            Receiving to place field – This should be filled with the value in receive to place field of the RMA line

 

4.            Part need tab

Place id from – person’s place for stock

 

5.            Shipment’s address id : ship to place’s address – normally customer place’s default address

6.            Billing Generation

Bill to place – customer place’s bill to place according to the place relationship. If customer place  is already a billing place with no bill to place relationship, you may enter that.

Also refer ,

Hope this helps. Thank you.

Kind Regards,

Kalpani

 

Kalpani
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Thanks for your reply.

It is so kind if you will tell me  which value is necessary ? if the value is not set firstly the repair progress can not be moved on.For example, we found if the the stock place was not set firstly on person screen, when we created  Part Need on quote, the error occured. If you know about the samilar eaxmples, please tell me.

thank you very much.

 

Zhu

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