|
Field Label
|
Field Name
|
Data Type
|
Description
|
|---|---|---|---|
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Custom Relationship Fields
|
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|
Account
|
SVMXC__Company__c
|
Lookup(Account)
|
Account from/to which this RMA/shipment is made. Is a lookup to an existing Salesforce account record.
|
|
Canceled By
|
SVMXC__Canceled_By__c
|
Lookup(User)
|
User that canceled this RMA/shipment order.
|
|
Case
|
SVMXC__Case__c
|
Lookup(Case)
|
Support Case related to this RMA or shipment. Is a lookup to an existing Salesforce case record.
|
|
Change Order
|
SVMXC__SM_Change_Order__c
|
Lookup(Change Order)
|
This field is used to associate the Parts Order with Change Order.
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|
Closed By
|
SVMXC__Closed_By__c
|
Lookup(User)
|
User that closed this RMA/Shipment order.
|
|
Component
|
SVMXC__SM_Component__c
|
Lookup(Installed Product)
|
This field is used to associate the Parts Order with the Component.
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Contact
|
SVMXC__Contact__c
|
Lookup(Contact)
|
Name of the contact person from the customer account connected with this RMA/shipment order. Is a lookup to an existing Salesforce contact record.
|
|
From Location
|
SVMXC__Source_Location__c
|
Lookup(Location)
|
Name of the internal/customer site from which the products are shipped. Is a lookup to an existing site record in ServiceMax.
|
|
Master Order
|
SVMXC__Master_Order__c
|
Lookup(Parts Order)
|
|
|
Partner Account
|
SVMXC__Partner_Account__c
|
Lookup(Account)
|
Lookup to Account, Set by Trigger.
|
|
Partner Contact
|
SVMXC__Partner_Contact__c
|
Lookup(Contact)
|
Lookup to Contact, set by trigger.
|
|
Parts Order Reference
|
SVMXC__Shipment_Reference__c
|
Lookup(Parts Order)
|
Reference to another RMA or shipment order number within ServiceMax.
|
|
Parts Request
|
SVMXC__Parts_Request__c
|
Lookup(Parts Request)
|
The ServiceMax Parts Request for which this shipment order was created.
|
|
Receiving Courier
|
SVMXC__Receiving_Courier__c
|
Lookup(Account)
|
Name of the courier company the customer used to ship the product. Is a lookup to an existing Salesforce account record.
|
|
Service Engineer
|
SVMXC__Service_Engineer__c
|
Lookup(User)
|
Name of the service engineer associated with this RMA/shipment order. Is a lookup to an existing Salesforce user record.
|
|
Shipping Courier
|
SVMXC__Shipping_Courier__c
|
Lookup(Account)
|
Name of the courier company used to ship the product. Is a lookup to an existing Salesforce account record.
|
|
Supplier
|
SVMXC__Supplier__c
|
Lookup(Account)
|
Supplier related to the RMA/Shipment.
|
|
To Location
|
SVMXC__Destination_Location__c
|
Lookup(Location)
|
Name of the internal/customer site to which the products are shipped. Is a lookup to an existing site record in ServiceMax.
|
|
Work Order
|
SVMXC__Service_Order__c
|
Lookup(Work Order)
|
Service Order related to this RMA/shipment order. Is a lookup to an existing service order record in ServiceMax.
|
|
Standard Fields
|
|||
|
Order Number
|
Name
|
Auto Number
|
The auto-generated record number,
|
|
Roll-up Summary Fields
|
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|
Number of units returned
|
SVMXC__Number_of_units_returned__c
|
Roll-Up Summary (SUM Parts Order Line)
|
|
|
Total Price
|
SVMXC__Total_Price2__c
|
Roll-Up Summary (SUM Parts Order Line)
|
Sum of line price. Calculated automatically.
|
|
Custom Fields
|
|||
|
Address Type
|
SVMXC__Address_Type__c
|
Picklist
|
Address Type.
|
|
Bill To
|
SVMXC__Bill_To__c
|
Picklist
|
Indicates who should be billed for shipping charges.
|
|
Billing Type
|
SVMXC__Billing_Type__c
|
Picklist
|
Whether the billing is covered by an agreement or this is a paid shipment.
|
|
Canceled On
|
SVMXC__Canceled_On__c
|
Date/Time
|
Date/time when this RMA/shipment order was canceled.
|
|
Closed On
|
SVMXC__Closed_On__c
|
Date/Time
|
Date/time when this RMA/shipment order was closed.
|
|
Delivery Option
|
SVMXC__Delivery_Option__c
|
Picklist
|
Indicates special delivery requirements such as Saturday delivery etc.
|
|
EndpointURL
|
SVMXC__EndpointURL__c
|
Formula(Text)
|
Not used.
|
|
Expected Receipt Date
|
SVMXC__Expected_Receive_Date__c
|
Date
|
Date when the products are expected at the receiving dock. Useful for planning and allocating resources.
|
|
Expected Ship Date
|
SVMXC__Expected_Delivery_Date__c
|
Date
|
Date when the products are expected to be shipped to the customer. Useful for planning and allocating resources.
|
|
From City
|
SVMXC__Source_City__c
|
Text(100)
|
“City” part of the source address.
|
|
From Country
|
SVMXC__Source_Country__c
|
Picklist
|
“Country” part of the source address.
|
|
From State
|
SVMXC__Source_State__c
|
Text(100)
|
“State/Province” part of the source address.
|
|
From Street
|
SVMXC__Source_Street__c
|
Text Area(255)
|
“Street” part of the source address.
|
|
From Zip
|
SVMXC__Source_Zip__c
|
Text(100)
|
“Zip/Postal Code” part of the source address.
|
|
Fulfillment Type
|
SVMXC__Fulfillment_Type__c
|
Picklist
|
|
|
Is FCO RMA
|
SVMXC__SM_Is_FCO_RMA__c
|
Checkbox
|
This field is used to indicate whether the RMA/Shipment is created from the Change Order process.
|
|
IsPartner
|
SVMXC__IsPartner__c
|
Formula (Text)
|
Flag Indicates if record is a Partner Record or not.
|
|
IsPartnerRecord
|
SVMXC__IsPartnerRecord__c
|
Checkbox
|
This is the indication of Partner Record.
|
|
On Hold
|
SVMXC__On_Hold__c
|
Checkbox
|
|
|
Order Status
|
SVMXC__Order_Status__c
|
Picklist
|
Current status of the RMA/Shipment order.
|
|
Order Type
|
SVMXC__Order_Type__c
|
Picklist
|
Order Type.
|
|
Priority
|
SVMXC__Priority__c
|
Picklist
|
Priority of the parts order.
|
|
RMA Age Bucket
|
SVMXC__RMA_Age_Bucket__c
|
Formula (Text)
|
Age of the RMA placed in various buckets for reporting.
|
|
RMA Type
|
SVMXC__RMA_Type__c
|
Picklist
|
|
|
Sales Order Number
|
SVMXC__Sales_Order_Number__c
|
Text(100)
|
Sales order number reference for this shipment if available.
|
|
SESSION_ID
|
SVMXC__SESSION_ID__c
|
Formula (Text)
|
Not used(Do Not Use).
|
|
Shipment Age Bucket
|
SVMXC__Shipment_Age_Bucket__c
|
Formula (Text)
|
Age of the shipment grouped in various buckets for reporting.
|
|
Shipping Terms
|
SVMXC__Shipping_Terms__c
|
Picklist
|
List indicates the standard shipping terms such as FOB (Free On Board), EXW (EX Works) etc.
|
|
Shipping/Receiving Notes
|
SVMXC__Shipping_Receiving_Notes__c
|
Long Text Area(32000)
|
Instructions for shipping department/courier if it is a shipment, or for the receiving department if it is an RMA. Free text entry.
|
|
To City
|
SVMXC__Destination_City__c
|
Text(100)
|
“City” part of the destination address.
|
|
To Country
|
SVMXC__Destination_Country__c
|
Picklist
|
“Country” part of the destination address.
|
|
To State
|
SVMXC__Destination_State__c
|
Text(100)
|
“State/Province” part of the destination address.
|
|
To Street
|
SVMXC__Destination_Street__c
|
Text Area(255)
|
“Street” part of the destination address.
|
|
To Zip
|
SVMXC__Destination_Zip__c
|
Text(100)
|
“Zip/Postal Code” part of the destination address.
|
|
Tracking Number
|
SVMXC__Tracking_Number__c
|
Text(100)
|
Shipment tracking number given by the courier company.
|
|
Warehouse
|
SVMXC__Warehouse__c
|
Text(100)
|
Name/number of the warehouse from/to which the products will be shipped.
|