Returns/Fulfillments

This page lists information about physical products, products, and parts returned as a part of the complaint or equipment service request (ESR), and replacements provided by the manufacturer along with shipping details.

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Returns

Columns

Column Name Description
Name Name of the product return. It is prefixed with CPTRT-. Click to view the details of the return. For more information, see Complaint Product Return Properties.
State State of the return. Possible states are In Process and Complete.
Reported Against Item Name of the reported item to be returned. Click to view the details of the item.
Product Returned Status of the return
Quantity Quantity of product returned
Unit of Measure Unit of measure of the product quantity
Serial Number Serial number of the reported item
RMA Number Serial number of the reported item
Shipping Carrier Shipping carrier by which product is returned. Possible values are FedEx, UPS, USPS, and Other.
Receiver Name Serial number of the reported item
Receiver Date Serial number of the reported item

Actions and Toolbar Commands

Action Description For More Information
Actions > Create New Creates a product return Creating a Return
Actions > Complete Completes a product return --
Actions > Delete Deletes a product return. Click OK to confirm.
Note: You can delete a return only when it is in In Process state.
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Edit All Modifies the details of a product return Modifying Return Properties

Fulfillments

Columns

Column Name Description
Name Name of the fulfillment object. It is prefixed with CPTFL-. Click to view the details of the fulfillment. For more information, see Complaint Product Fulfillment Properties.
Fulfillment Type Type of fulfillment. Possible values are Coupon, Product Sample, Cheque, Credit, Return Box/Envelope, Literature, Tools, Kits, and Medical Release Form.
State State of the fulfillment. Possible states are In Process and Complete.
Reported Against Item Name of the reported item for which the fulfillment is created. Click to view the details of the reported item.
Quantity Quantity of fulfillment object
Unit of Measure Unit of measure of the fulfillment object
Amount Amount of money to be given to the customer if fulfillment type is cheque or credit
Shipped to Customer Date when fulfillment object was sent to customer
Date Received By Customer Date when fulfillment object was received by customer
Date Shipped From Customer Date when fulfillment object was sent by customer
Date Received From Customer Date when fulfillment object was received from customer
Customer Name Name of customer who received fulfillment
Carrier Shipping carrier by which fulfillment is sent. Possible values are FedEx, UPS, USPS, and Other.
Method Shipping method by which fulfillment is sent. Possible values are 2nd Day, Nexy Day by 10AM, Overnight, and Standard.

Actions and Toolbar Commands

Action Description For More Information
Actions > Create New Creates a product fulfillment Creating a Fulfillment
Actions > Complete Completes a product fulfillment --
Actions > Delete Deletes a product fulfillment. Click OK to confirm.
Note: You can delete a fulfillment only when it is in In Process state.
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Edit All Modifies the details of a product fulfillment Modifying Fulfillment Properties

Categories

Category Name Description For More Information
Power View Displays the details of the complaint or ESR Complaint Power View and Equipment Service Request Power View
Contacts Lists contacts associated with the complaint Contacts Page
Correspondences Lists correspondence associated with the complaint Correspondence List
Assignees Lists assignees associated with the complaint or ESR Assignees
Product Evaluation Lists evaluation performed on the complaint Product Evaluations
Related CAPA Shows related CAPA projects and CAPA requests. See Related CAPA Page.