Skip to content

Service cases overview

Goal

Understand after-sales service cases — warranty, repair, replacement, and supplier RMA tracking against a sold serial.

Who it is for

Service desk with service_case.view / service_case.manage. Setup needs service_cases.admin.

How cases fit the cycle

  1. Open a case on an issued serial (status open; number prefix SVC).
  2. Move to in_progress, then resolved (with a resolution), then closed — or cancel from open / in progress.
  3. Warranty status is snapshotted at open: in_warranty, expired, or no_warranty.
  4. Cases are operational tracking — they do not post stock or money by themselves. Pair with returns or sales credits when goods/money move.

Case types

warranty_claim, repair, replacement, supplier_rma.

Open the screen

Operations → Service cases.

BlueMatrix Help — product documentation for tenants