Product Replacement Status, Monitor Page
Topics:
- Customer has not heard from the Product Distributor regarding replacement of their product
- What is the status of a customer's RMT, product replacement?
- Who should be contacted regarding the status of an RMT?
- Who handles concerns, questions, complaints, delays, product availability, scheduling, or payments regarding an RMT?
- How to read product replacement monitor page
- Is the offer letter attached for viewing?
Answer:
Access the Monitoring Page through the Product Replacement Request Case in D365 by clicking the Product Replacement button.
- View status and information on product replacement offer.
- Old product replacements will have a modified Monitor page that contains all of the information from the product replacement tab.
- The information will continue to update on the page as the replacement progresses.
- See also, Product Replacement Tool - Add Attachment to Monitor Page.
Details:
- Main Ticket Statuses:
- Pending written acceptance
- The offer letter has been sent and is awaiting acceptance
- The letter is not available for viewing
- Pending customer payment
- Pending distributor
- Pending installer agreement
- Pending distributor order
- Pending installation
- Installation completed
- Pending written acceptance
- Installer, product order #, product availability, scheduled install date and completed installation date will fill in as the steps are completed.
Existing Product:
- Disposition, ability to edit
- Refer to Replacement Product Unit Disposition
- Product Replacement Request Case #
- Old Product Model #
- Old Product Serial #
Customer Information:
- Customer, ability to edit
- Product Location
- Email Address, ability to edit and add email address (1 email per line)
- Preferred Phone, ability to edit
- Current Service Issue, ability to edit
Replacement Product:
- Item #
- Model # (replacement model selected)
- Item Description
- Serial # (will fill in after installation)
Requested Accessories:
- SKU, Description, Quantity, MSRP of accessory shown, if applicable
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