- Created by PEYTRAUD, Josiane, last modified on Aug 27, 2024
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A complaint is a flow managed end-to-end in Salesforce which is used to:
- Capture and log the complaint
- Communicate with the customer
- Define investigation and corrective action plan
- Create, validate and send official response to customer
- Request customer feedback
- Close the complaint
Yes, all CRM user can create a complaint
The current Complaint process forces the user registering the complaint to select colleagues to be the Investigator and the Commercial Assignee (Actors).
If the Actors assigned to one of this roles are unavailable or have left the company, the Quality Manager with Write Access to the complaint should change the User name on the fields to available Users. The new Users assigned will be notified.
Users managing GBU Complaint Teams should have available a report that list all Complaints filtered by User being the Investigator and Commercial Assignee to be able to reassign easily the Complaints assigned to unavailable Users
We can create complaints for the 2 types of PO: Customer Purchase Order and Supplier Purchase Order. But the way to do that is different.
The Customer Purchase Order Number is the reference of Customer in his system. This information is indicated on SAP Sales Order: ![]()
If it's indicated on only 1 Sales Order, then we can use the option "Customer Purchase Order Number" when creating the complaint.
The Supplier Purchase Order is a different object in SAP and the only way to retrieve information from it, and so to create a complaint based on it, is to do it with the delivery number of this order.
Example: For
, you'll get
You can see that the Supplier PO Number is indicated in the Sales Order Number. The title is not correct, but it's the only workaround which has been found to have it working.
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