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How to create a 'Return order' from the 'Inventory' section of the Field service mobile app
Publiceringsdatum: Sep 26, 2024
Beskrivning
The user won't be able to create the return order directly from its tab. As per the Salesforce product management team, they’ll try to change or update the same in the documentation for the 'Return Order' in upcoming future releases.
Guidelines for Tracking Customer Returns:
https://help.salesforce.com/s/articleView?id=sf.fs_return_order_settings.htm&type=5
Track Customer Returns in Field Service:
https://help.salesforce.com/s/articleView?id=sf.fs_create_return_orders.htm&type=5
Lösning
1)
Creating the 'Return order' via the desktop on a 'Work order' related list under 'Product request' related, to display the return order the user must have a parent associated (WO/SA, and so on) with the return order to get it displayed in the related list. The return order will come under the 'Product request' related list on the desktop and the same can be seen in the mobile app.
WO> Product Request Related > Open > Return Order related list
2)
You can use a flow to create Return Order from the mobile app , still the return order tab won't be available.
You can create a Mobile flow on the 'Product Request' Object and add this flow to a mobile action on the Product request-related list. So when you’ll open a product request and select the action it will create the return order.
Note:
The return order must have a parent associated (WO/SA, and so on) and it will be displayed in the related list (WO> Product Request Related > Open > Return Order related list).
So if you want to create a return order on a product request then that request should have parent linked to either WO or SA.
Knowledge-artikelnummer
000395993
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