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itrac360 Release Notes

January 2020

Introduction

This release of itrac360 introduces a new RMA Cancellation feature. This feature enables itrac360 users to Cancel an RMA using the my360 option on the dashboard and from the RMA and Asset Reports.

Table of Contents

 

RMA Cancellation Overview

Any itrac360 user that has permissions to submit an RMA can cancel an RMA. Only RMAs that are in Pending Return status can be cancelled using itrac360. Once there are transactions associated with an RMA, it cannot be cancelled using itrac360 E.g. Device Received, Replacement Device shipped out etc.

When an RMA is cancelled, an email notification will be sent out to the person that cancelled the RMA as well as the people on the notification list when the RMA was originally created. The cancelled RMAs can be viewed using the ‘Cancelled RMAs’ Report.

Read below for detailed information on how to Cancel an RMA.

 

 

How to Cancel an RMA

An RMA can be cancelled through the following three options

  • my360 menu option
  • RMA Details Report
  • Asset Details Report

 

Steps to Cancel an RMA using my360

1. Click on ‘my360’ option and select the RMA Cancellation Card
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2. The RMA Cancellation page will load with a search field to lookup RMAs by RMA#, Asset Tag or Serial #. Enter a search criterion and click the blue arrow on the Search field.
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Note: If you select an RMA that is not in ‘Pending Return’ status, you will receive a message that says ‘RMA cannot be cancelled unless it is Pending Return’
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3. Click on the RMA that needs to be cancelled and select a Cancellation Reason from the drop-down box.
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4. Click the ‘Cancel RMA’ button.
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5. The RMA Cancellation confirmation will appear on the screen
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6. You will receive an email notification on the RMA Cancellation. The Cancellation email will also be sent to all people added on the notification list when the RMA was originally created.
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Steps to Cancel an RMA from the RMA Details Report

1. Click on the ‘Reports’ menu on itrac360 Dashboard and select ‘RMA History’ Report
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2. Click on the RMA# that you want to view. This takes you to the RMA details page.

 

3. If the RMA is in ‘Pending Return’ status, you will see a ‘Cancel RMA’ link on the right-hand top corner of the screen.
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4. When you click on the Cancel RMA link, you will be taken to the RMA Cancellation Page. You can follow the steps described in the previous section to cancel the RMA

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Steps to Cancel an RMA from the Asset Details Report

1. Click on the ‘Reports’ menu on itrac360 Dashboard and select ‘All Assets’ Report.
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2. Click on an Asset that has an RMA in Pending Return status. You will see the ‘Cancel RMA’ link under the RMA # in the Last Activity field.
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3. When you click on the Cancel RMA link, you will be taken to the RMA Cancellation Page. You can follow the steps described in the previous section to cancel the RMA.

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How to view a Cancelled RMA

1. Click on the Reports menu on the itrac360 Dashboard and select ‘Cancelled RMAs’ Report
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2. This will load the ‘Cancelled RMAs’ report with details on the Cancelled RMA. Note that it might take up to 15 mins for a Cancelled RMA to appear on the report as the report refreshes every 15 mins.

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