A lot of this needs to be completed ready for 2nd Jan.
A new Customer complaints system
We run Sage Line 500 ERP, on a MS SQL Server database.
The new system needs to read user, Customer, Order header, order line, Product, etc tables from Sage database.
User logs in using Sage user account
admin maintains new security groups, to control access to program forms/reports/documents
user activity is recorded in new audit table
Customer makes a complaint - user logs this in the system - assigned a sequential number
users records notes aainst the complaints - date/time stamped
Notes can have scanned documents attached to them
Some notes are tasks - require further action by a selected user by a specified date
users see lists of tasks assigned to them, action the tasks, and flag as completed
A complaint can relate to one or more sales invoice lines - users need to create links from the complaint to the invoice line
A complaint may require that a Credit note is created - user requests credit note, prints request document, manager authorises the request, user enters the credit in Sage, links the complaint to the Credit note nunber, marks the credit request as completed.
A complaint may require that we collect product back from the customer - user creates collection request, manager authorises it, user prints sequentially numbered collection note, goods are collected, user records condition of goods, enters goods on Sage, links collection to Sage stock receipt, marks collection as completed.
A complaint may be a quality issue, user raises a quality concern, quality team investigate, write letters to the customer, update the issue with actions taken, mark the issue as closed.
Reports of complaints, credit requests, collection requests, quality issues, user activities.
Reports filtered by status, customer, date, product, user, etc
Reports and Documents to Print, PDF, Email and Fax.
We run Windows Server 2003, Exchange server 2003, Outlook. No CRM.