RMA Access and Permissions
The following table lists the permissions needed to perform various actions on the RMA object.
|
Action
|
User Permissions Needed
|
|---|---|
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To view the Parts Order tab
|
"Read" on Parts Order
|
|
To view RMAs
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"Read" on Parts Order, Parts Order Line, Account, Contact, Location, Installed Product, and Product
|
|
To create or clone RMAs
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"Create" on Parts Order, Parts Order Line
"Read" on Account, Contact, Location, Installed Product, and Product
|
|
To change RMAs
|
"Edit" on Parts Order and Parts Order Line
"Read" on Account, Contact, Location, Installed Product, and Product
|
|
To delete RMAs
|
"Delete" on Parts Order and Parts Order Line
|
|
To create RMA products
|
"Create" on Parts Order Line
"Read" on Installed Products and Product
|
|
To change RMA products
|
"Edit" on Parts Order Line
"Read" on Installed Product and Product
|
|
To delete RMA products
|
"Delete" on Parts Order Line
|
|
To process/complete an RMA
|
"Edit" on Parts Order and Parts Order Line
|
|
To process receipts for an RMA
|
"Edit" on Parts Order and Parts Order Line
"Read" on Product and Location
"Create", "Edit", "Delete" on Product Stock, Stocked Serial, and Stock History
|
 |
When you are deleting an RMA record, a warning message is not displayed if the RMA is used in a related record. Since RMAs are strongly tied to Cases, installed products and Work Orders, review and make sure the RMA record is not used in any related records. Fields related to some standard objects such as Cases and Opportunities are available for use in RMA only if allowed by your ServiceMax license. Contact your ServiceMax admin to know the type of license used by your organization.
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