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How to link Multiple Tickets to One RMA Return?

Last post 08-05-2008, 10:35 AM by Mike Spragg. 4 replies.
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  •  07-30-2008, 5:30 PM 1363

    How to link Multiple Tickets to One RMA Return?

    I am looking for a way to associate my Return to the various problems (Tickets) it originated from and which the RMA is helping to fix. I have setup Tickets to work as "One Ticket = One Problem." Other posts on this forum have been very helpful in showing the benefits of this approach. (See: http://www.goodtraining.com/forums/permalink/1147/1092/ShowThread.aspx#1092)

    In the real world it is common have several unrelated problems which will be brought to our attention at the same time, and which will all be fix during the same RMA. But I believe we want to avoid the duplication and issues which arise when entering the same Return multiple times. Does anyone have any suggestions to offer?

  •  07-30-2008, 5:48 PM 1364 in reply to 1363

    Re: How to link Multiple Tickets to One RMA Return?

    Hi DGComco

    I think you'd be better using a Defect for this rather than an RMA. An RMA (Returned Material Authorisation) relates to goods being sent back (not necessarily due to a defect). A defect can span many tickets - where an RMA only spans a ticket (the result of a ticket = issue/fault = RMA).

    A defect, conversely, can be raised ahead of time and a defect linked to it or, if appropriate, create later and associated to all the tickets it affects.

    Regards
    Mike

     

  •  07-30-2008, 5:52 PM 1365 in reply to 1364

    Re: How to link Multiple Tickets to One RMA Return?

    Even better, of course, is the fact you can link an RMA to many defects - and as you can see above, you can relate a defect to many tickets. So, you can have what you need with an intermediary step.
  •  08-05-2008, 10:25 AM 1391 in reply to 1365

    Re: How to link Multiple Tickets to One RMA Return?

    Thanks for the suggestions, Mike. I can see how this would work to link multiple Tickets to a Return and handle the repair activities. However…

     

    I should start by saying, “In my layman's opinion…”

     

    …this seems to move acutely away from the intended use of each of these entities, and raises more issues:

    1. The Area/Category/Issue listed in the Defect would no longer match all of the Tickets they serve.
    2. Searches for Defects are impacted negatively when maintenance repairs are also listed there since non-Defect entries would now be listed with actual defects. In other words, mixing non-defects into the Defects entities will muddy the waters for people searching Defects for a solution to a problem via SpeedSearch.
    3. Assets listed with the repair would now show up amongst actual defective parts, thus muddying the defects reporting by product. (This cannot be addressed by changing the Type of Defect to a “non-Defect option” since, out of multiple problems being repaired, not all problems will share the same defect type.)
    4. A significant workload increase for those entering return repairs will be seen since every Return will require creation and completion of both the Return and the Defect.

    Lesser effects would be:

    1. Important aspects of handling the Ticket (return status and shipping information) would no longer be visible from each Ticket.
    2. When looking at a Return, all of the Tickets associated with that Return cannot be found via the Returns’ Defect Tab. (at least I have not been able to open the Defect listed in the Returns’ Defects Tab.) In order to find associated Tickets, finding all Defects listed with the Return would require navigating to the correct return via the Defects List View or Detail View Lookup window, a much longer process.

     

    In our case, a Repair is always going to be an RMA. Activities involved in the repair would be changed against a contract via Tickets. So use of Returns with a direct association between the Ticket and the Return seems to be most in line with SLX.

     

    In your experience, could a possible/simpler association be achieved by adding a new field to the Ticket Detail form which could target existing Returns, and adding a field to the Return Detail which could target multiple Tickets instead of changing the usage of Defects? Unfortunately this mod would not answer any of my lesser issues listed above.

     

    If I’m heading in the wrong direction, perhaps you can address the above concerns.

     

    Thank you for your expertise on this one!

     

    PS: What happened to the cool skydiving Avatar?

  •  08-05-2008, 10:35 AM 1392 in reply to 1391

    Re: How to link Multiple Tickets to One RMA Return?

    Hey, I don't know what happened to Avatar - I've put it back again though !! (although it takes about 10 mins to take effect!)

    You are not heading in the wrong direction at all - in fact, it's what I would do given the [your] circumstances !! If it were me, yes, I would modify the system to cater for your exact circumstances as not all "out of the box" setups will cater for all businesses. As you rightly point out, in your case an RMA is always a repair based on a ticket. So, it would be fairly simple modification to handle that scenario.

    Regards
    Mike

     

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