PR Order Cancellation

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. 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 PR Order Cancellation .


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


    • Related Articles

    • 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. ...

    • 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 ...

    • 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 ...

    • 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. ...

    • Updating SJ Sub-Statuses: Cinch Orders

      When Cinch is supplying parts, agents should be sure that the SJ Sub-Statuses are correctly updated based on the Part Line Status. Making sure these are updated correctly improves Sub-Status accuracy as well as helping to ensure any SMS ...