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Action
|
User Permissions Needed
|
|---|---|
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To create RMA from Case
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"Read" on Cases, Account, Contact, Location, Installed Product, and Product
"Create" on Parts Order and Parts Order Line
|
|
To create Shipment from Case
|
"Read" on Cases, Contact, Account, Location, and Product
"Create" on Parts Order and Parts Order Line
|
|
To create Work Order from Case
|
"Read" on Cases, Account, Contact, Installed Product, and Product
"Create" on Work Order and Work Details
|
|
To perform Case Entitlement
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"Read" on Account, Contact, Installed Product, Service Contract, Covered Products, Entitled Contacts, Warranty Terms, Product Warranty, and Product
"Create" on Entitlement History
"Edit" on Case
|
|
To select Booking Window for a Case
|
"Edit" on Case
"Read" on Territory, Expertise, Product, Product Serviced, Technician, Service Team, and Booking Window
|