Ship Happens
When you add a new Ship-To, SyteLine auto-assigns the next number in sequence—for example, after Ship To 1 the system creates this number.
What is Ship To #2?
In SyteLine, the record created when a customer asks to return a product is this.
What is in Incident?
On the Customer-Order Main tab, this drop-down lets you choose FedEx, UPS, or a Portal.
What is Ship Via?
After saving the Customer Complaint, notify this team to start the SCAR.
Who is Quality Assurance?
This form is used to translate an acceptable Customer PO into an order
What is Customer Orders?
Company policy says only this department may create or modify Customer Ship-To records in SyteLine—so logistics data stays clean.
What is Business Development?
Before you approve an RMA, open this form to verify the serial-number history and confirm the unit is “Available for Service.”
What is the Units form?
After finishing header and lines, you hit the printer icon on this report to verify quantities, prices, and dates before release.
What is the Order Verification Report?
Delivery, Documentation Issues, Product Quality, oh my! These are dropdown options for this field on the Customer Complaints form.
What is Reason Code?
This form is the central spot for entering every alternate delivery address so orders ship to the right place every time.
What is Customer Ship-Tos?
To add a delivery address you first open this SyteLine form from the filter-in-place menu.
What is the Customer Ship-Tos form?
A “Hot warranty return needing immediate attention” gets tagged with this Incident Priority Code.
What is Urgent?
LOS1 or LAY1 are the only two valid choices in this drop-down, telling SyteLine which plant will ship the order.
What is the Warehouse field?
When a CAR is issued from a Customer Complaint, this department owns the complaint that launches it.
Who is Business Development/Account Management?
Use this form to relate a Rantec item to a customer item.
What is Customer Contracts?
The Codes tab on a Customer Ship-To record is where you select three logistics fields in one shot: Ship Site, Warehouse, and this shipping-method field.
What is the Ship Via?
After you save an Incident, SyteLine auto-generates the RMA number in this format—updated each calendar year.
What is RMA#YY0000?
On Customer Order Lines, set the Rantec Ship Deadline field exactly one week before this date field.
What is Contract Date?
To trace a complaint back to the sale, you must link it to this specific field.
What is the Customer Order?
An entry in this form will often lead to a CAR
What is Customer Complaints?
As a default setting, transportation is billed to this entity.
Who is the Shipper?
In the Incident form, this tab is where you list the part number, serial number, warranty status, and attach POs or quality notices that justify the RMA.
What is the Notes tab?
For milestone or upfront-cash orders, apply the percentage already paid by entering it here on the product-units line.
What is the Sales Discount field?
Every CAR uses a “smart number” that starts with the calendar year—e.g., 24-XXXXXXX for this year. What does the “24” represent?
What is the fiscal year of issue?
When a customer requests to return a product, we use this form
What is Incidents