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Unable to modify return orders?

  • 1.  Unable to modify return orders?

    SILVER CONTRIBUTOR
    Posted 20 days ago
    Edited by Justin Cooper 20 days ago
    Hi,
    Our Customer Service team has recently reported that after they create a Return Order (still in "Open" state), they are unable to go back to that return order and add a line or delete an existing line - the options are disabled. I've check their security levels and all seems to be correct.

    As an Administrator, I am able to go in and modify.

    Anyone have any ideas on this?

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------


  • 2.  RE: Unable to modify return orders?

    TOP CONTRIBUTOR
    Posted 19 days ago
    ​Once a return line has been registered (arrived or packslipped), by design you are not able to add /remove lines. This may be done only while return status is Created.

    ------------------------------
    Mark Prouty
    Programmer / Analyst
    ANGI Energy Systems
    Janesville WI
    ------------------------------



  • 3.  RE: Unable to modify return orders?

    SILVER CONTRIBUTOR
    Posted 19 days ago
    Edited by Justin Cooper 19 days ago
    Thank you for your response, Mark.

    We we are seeing this even when the RMA is in a "created" state as well.

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------



  • 4.  RE: Unable to modify return orders?

    TOP CONTRIBUTOR
    Posted 19 days ago
    When you say disabled do you mean grayed out?  This sounds like it could be usage data.  Just recently I had a users who was a long time employee who just lost there ability to add zip codes while others could.  If you can modify as a administrator and these users could before this started happenting I would try clearing one of the users usage data.

    ------------------------------
    Mark Zerr
    AX Technical Analyst
    New Sunshine LLC
    Indianapolis IN
    ------------------------------



  • 5.  RE: Unable to modify return orders?

    SILVER CONTRIBUTOR
    Posted 19 days ago
    Correct, it is grayed out.

    I'll try clearing the usage data but it is a bit odd as it is happening for more than one user.

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------



  • 6.  RE: Unable to modify return orders?

    SILVER CONTRIBUTOR
    Posted 8 days ago
    We've tried resetting the user data, however we still experience the same issue.

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------



  • 7.  RE: Unable to modify return orders?

    TOP CONTRIBUTOR
    Posted 6 days ago
    Hi Justin...since an Admin can modify it sounds like security.  Has Customer Service always been able to modify or are they trying to do something they have never done before?  Maybe they need more access?

    Lori

    ------------------------------
    Lori Holmes
    Hamamatsu Corporation
    Bridgewater, NJ
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  • 8.  RE: Unable to modify return orders?

    SILVER CONTRIBUTOR
    Posted 4 days ago
    They seem to have always had this issue. I was digging around in the permission levels and cannot seem to figure out what exactly would give them the ability to edit the lines...

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------



  • 9.  RE: Unable to modify return orders?

    TOP CONTRIBUTOR
    Posted 4 days ago
    Hi Justin...

    Check to see if they have the Maintain sales return order privilege.


    Regards.

    ------------------------------
    Lori Holmes
    Hamamatsu Corporation
    Bridgewater, NJ
    ------------------------------



  • 10.  RE: Unable to modify return orders?

    SILVER CONTRIBUTOR
    Posted 12 hours ago
    Hi Lori,
    The users having this issue have the "Customer Service Manager" and "Sales Representative" security roles, both of which have the "Maintain Sales Return Order" privilege.


    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------



  • 11.  RE: Unable to modify return orders?

    TOP CONTRIBUTOR
    Posted 4 days ago
    Assuming that ​it's permission related, I'm looking at class SalesTableType.checkUpdate method, which (in AX2009) sets the SalesTableForm.EditHeaderAllowed method.
    Check access table InterCompanyPurchSalesReference (used for direct delivery & POs created from SOs).
    If Return is generated from Intercompany, then users may need access to related tables in alternate companies.
    Looks like there is a "virtural" field in SalesTable called SkipUpdate that you might want to investigate- it's involved in intercompany and is used in setting EditHeaderAllowed.

    ------------------------------
    Mark Prouty
    Programmer / Analyst
    ANGI Energy Systems
    Janesville WI
    ------------------------------



  • 12.  RE: Unable to modify return orders?

    SILVER CONTRIBUTOR
    Posted 12 hours ago
    Hi Mark,
    We dont have alternate companies set up in our environment, we just have our one company. Would what you are suggesting still apply?

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------