[n.tiwari@manduka.com]

I am trying to put gift certificate code (the old and the new one) and the gift certificate amount used in case of purchases where gift certificate was used, on an RMA form. This will give the customer care team a better visibility for the gift certificate that's used when they do the return for a customer and is on a call with the customer. The customer care team simply be able to access the old code used in the order and the new code generated when the return completes & customer is sent a new code.

Can anyone suggest the best approach to solving this? I am thinking of using a workflow that gets these values from the order and from the new gift certificate record.
This is a cached copy. Click here to see the original post.

[n.tiwari@manduka.com]

Started with trying to display gift certificate code used and the gift certificate amount applied in an order on a Return Authorization record -> You can see the gift certificate code and the gift certificate amount on the Sales Order as well as the Cash Sale record. My approach is to use formula in a custom field or update the custom field via a workflow. If I try to create a custom transaction body field then I don't see any way to pull these two information – I have tried Created From and Sales Order Source List under Sourcing & Filtering -> Also tried using the internal id of the gift certificate code: {giftcertcode} & {giftcertapplied} under the default formula but it gives me error on the RMA record for the new field like "ERROR: Field 'giftcertcode' Not Found"

[Author]

Posts