PR Tracking
After a PR Tracking task is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Order Tracking team.
1. Go to ZOHO, click the expand button, and click Kanban Task Board.2. Find all agent assigned tasks in the agent queue.NOTE: Clicking on ALL TASKS displays all tasks assigned to the team. Clicking on MY TASKS displays all tasks assigned to the agent.NOTE: Agents can also locate an assigned task by clicking the Activities tab at the top of the screen > clicking the My Activities filter > selecting My Open Activities.3. In the agent queue, select a service job with the SS Credit/Debit Memo Request.4. Copy the Service Job number from the open task and go to Service Bench.5. Pull up the Service Job, review the details, and work the task.6. Add a note to the comments in Service Bench.7. When finished, update the exception in ServiceBench to Complete.8. In Zoho, the status will automatically update to Complete.
End Process
Helpful Links
Related Articles
PR Order Cancellation
After a PR Order Cancellation is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Order Management team. 1. Go to ZOHO, click the expand button, and click Kanban Task Board. 2. ...Order Equipment
Order Equipment Task After an Order Equipment exception is created in ServiceBench, a service job task is automatically created in Zoho. The service job task is assigned to the Parts Research team. 1. Go to Zoho and click Kanban Task Board. 2. Find ...New/Update Parts Request - Research Request
After a Part Order Request was created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Research Request team. 1. Go to ZOHO and click Kanban Task Board. 2. Find all agent assigned tasks ...PR Return
After a PR Return is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Return Management team. 1. Go to ZOHO, click the expand button, and click Kanban Task Board. 2. Find all ...Purchasing Escalations
When an email is sent to the Purchasing Escalations mailbox (either by an internal agent or external distributor), a Case is created in Zoho and assigned to the Order Management Queue. When working the Case, be sure to review the email then follow ...