Epicor 9 - RMA vs. Complaints

Yahoo Archive
1
We log calls which can be tied to customer, an order, and a contact.

Create call type complaint for late shipments, missing parts, and issues. Why create an RMA if you need to send a manual or such.
--- In vantage@yahoogroups.com, Mary Horsey <mhorsey@...> wrote:
>
> Can anyone tell me how they tract complaints? We have customers that may complain about packaging or quantity. They don't return anything or want credit but they want us to know it was an issue for future shipments. Right now we track in excel. I thought we may be able to do it as an RMA and note it is a complaint with no credit or replacement required. How do others handle this? Any help you can give would be greatly appreciated.
>
> Thanks,
>
> Mary Horsey
> Greene Rubber Company Inc
> HR/Finance Manager
> 20 Cross Street
> Woburn, MA 01801
> 781-497-1851 (p)
> 781-937-7881 (f)
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
2
Can anyone tell me how they tract complaints? We have customers that may complain about packaging or quantity. They don't return anything or want credit but they want us to know it was an issue for future shipments. Right now we track in excel. I thought we may be able to do it as an RMA and note it is a complaint with no credit or replacement required. How do others handle this? Any help you can give would be greatly appreciated.

Thanks,

Mary Horsey
Greene Rubber Company Inc
HR/Finance Manager
20 Cross Street
Woburn, MA 01801
781-497-1851 (p)
781-937-7881 (f)





[Non-text portions of this message have been removed]
3
Case Entry


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On Fri, Feb 8, 2013 at 10:29 AM, Mary Horsey <mhorsey@...>wrote:

> **
>
>
> Can anyone tell me how they tract complaints? We have customers that may
> complain about packaging or quantity. They don't return anything or want
> credit but they want us to know it was an issue for future shipments. Right
> now we track in excel. I thought we may be able to do it as an RMA and note
> it is a complaint with no credit or replacement required. How do others
> handle this? Any help you can give would be greatly appreciated.
>
> Thanks,
>
> Mary Horsey
> Greene Rubber Company Inc
> HR/Finance Manager
> 20 Cross Street
> Woburn, MA 01801
> 781-497-1851 (p)
> 781-937-7881 (f)
>
> [Non-text portions of this message have been removed]
>
>
>


[Non-text portions of this message have been removed]
4
Hi all -

Has anyone ever encountered a problem where a user in Engineering
Workbench can check out, alter and approve a "part" (actually a MoM) and
then be completely unable to check it back in? The problem seems to be
linked in some way to the user ID (not the group ID in Engineering
Workbench but the login to Epicor). It is replicable on other physical
computers.

We're in Epicor 9.05.700C.

Thanks for any advice!

Ree
5
Hi Ree,



Are you using an ECO Task Set?



Regards,



Darryn



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Ree Pruehs
Sent: 08 February 2013 15:58
To: vantage@yahoogroups.com
Subject: [Vantage] Unable to check in?





Hi all -

Has anyone ever encountered a problem where a user in Engineering
Workbench can check out, alter and approve a "part" (actually a MoM) and
then be completely unable to check it back in? The problem seems to be
linked in some way to the user ID (not the group ID in Engineering
Workbench but the login to Epicor). It is replicable on other physical
computers.

We're in Epicor 9.05.700C.

Thanks for any advice!

Ree





[Non-text portions of this message have been removed]
6
Darryn -



it's the Engineering Workbench plain vanilla unmodified format, I'm
afraid. Everything about the part looks normal until it's time to check
in - then all three methods of checking the part back in via menus
(right-click on tree and the two reached via the Action menu) are
completely greyed out.



And if someone else is using "my" group ID in Engineering Workbench, the
part can be seen and checked back in without difficulty.



Ree



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Darryn Ralph
Sent: Friday, February 08, 2013 11:08 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Unable to check in?





Hi Ree,

Are you using an ECO Task Set?

Regards,

Darryn

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
Ree Pruehs
Sent: 08 February 2013 15:58
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Unable to check in?

Hi all -

Has anyone ever encountered a problem where a user in Engineering
Workbench can check out, alter and approve a "part" (actually a MoM) and
then be completely unable to check it back in? The problem seems to be
linked in some way to the user ID (not the group ID in Engineering
Workbench but the login to Epicor). It is replicable on other physical
computers.

We're in Epicor 9.05.700C.

Thanks for any advice!

Ree

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
7
We are having the same issue with checking in parts from the engineering workbench. What was your resolution to your problem?
Thanks Jan

--- In vantage@yahoogroups.com, "Ree Pruehs" <rpruehs@...> wrote:
>
> Darryn -
>
>
>
> it's the Engineering Workbench plain vanilla unmodified format, I'm
> afraid. Everything about the part looks normal until it's time to check
> in - then all three methods of checking the part back in via menus
> (right-click on tree and the two reached via the Action menu) are
> completely greyed out.
>
>
>
> And if someone else is using "my" group ID in Engineering Workbench, the
> part can be seen and checked back in without difficulty.
>
>
>
> Ree
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Darryn Ralph
> Sent: Friday, February 08, 2013 11:08 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Unable to check in?
>
>
>
>
>
> Hi Ree,
>
> Are you using an ECO Task Set?
>
> Regards,
>
> Darryn
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf Of
> Ree Pruehs
> Sent: 08 February 2013 15:58
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Unable to check in?
>
> Hi all -
>
> Has anyone ever encountered a problem where a user in Engineering
> Workbench can check out, alter and approve a "part" (actually a MoM) and
> then be completely unable to check it back in? The problem seems to be
> linked in some way to the user ID (not the group ID in Engineering
> Workbench but the login to Epicor). It is replicable on other physical
> computers.
>
> We're in Epicor 9.05.700C.
>
> Thanks for any advice!
>
> Ree
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>