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Create Customer order RMB option - Disable

  • December 29, 2021
  • 5 replies
  • 242 views

Nipun Gunaratne
Sidekick (Employee)
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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

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

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Kushan Jayasinghe
Hero (Employee)
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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


Nipun Gunaratne
Sidekick (Employee)
Forum|alt.badge.img+9

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
Hero (Employee)
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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


Nipun Gunaratne
Sidekick (Employee)
Forum|alt.badge.img+9

Hi @Kushan Jayasinghe 

 

Thank you very much for the explanation!

 

Best Regards,

Nipun


Kushan Jayasinghe
Hero (Employee)
Forum|alt.badge.img+9
Nipun Gunaratne wrote:

Hi @Kushan Jayasinghe 

 

Thank you very much for the explanation!

 

Best Regards,

Nipun

Plesure :hugging:


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