Booking in and Printing

Book in

  1. Open Salesforce in "Sale"s mode
  2. Select cases "All Open Cases"
  3. Click on RMA Case number 000*****
  4. Click on Status Edit Pencil
  5. Change Status to Assigned
  6. Save changes

 

Print

  1. Click on "Select DocGen Package
  2. Click on "RMA GRN" You will see loading records
  3. Scroll down to "Delivery Option" and click on "REQUIRED"
  4. Click on Download
  5. Click on "Run DocGen Package"
  6. You will see wait then processing etc Then the RMA GRN pdf
  7. Click on the pdf tp download
  8. Click on the downloaded pdf to Open the GRN on your browser
  9. Print from the Brower in the usual way