Discussions
Linking return authorisation records to sales orders
Hi
The normal process for customer sales is:
1 Create a sales order
2 Fulfil sales order
3 Invoice customer based on sales order
4 The warranty registration is automatically created if the item on the invoice has a flag to say it is under warranty
5 A customer claim is made. On the warranty registration record, the 'create claim' button is clicked
6 The warranty claim is saved and the generate RMA button is clicked on the warranty claim record.
Is it possible to have the Return Authorization(RMA) & Warranty Claim show up on the original Sales Order under Related Records? The Return Authorization shows up under the Related Records of the Warranty Claim. The Warranty registration shows the Warranty Claim only and not the other related records such as the sales order.