Service Order forms available in Distribution SX.e

To provide a more efficient workflow that eliminates toggling between applications, you can now access the Service Order form and other related forms in Distribution SX.e.

This table shows the forms that you can access from the Service Management module in the Distribution SX.e menu:

Category Form Acronym
Inquiry Signatures ISMIS
Setup Incidents

Service Orders

ISMSI

ISMSSRO

Entry Incident Quick Create

SRO Quick Create

ISMEIQC

ISMESRQC

Reports Service Order Work Order Report ISMRSWOR

Online help for the forms is maintained in the Service Management documentation library. When you are working in Distribution SX.e, the forms are updated to match Distribution SX.e design standards. Additionally, fields that do not pertain to the integration between Distribution SX.e and Service Management are removed. In Distribution SX.e, use the Smart Help context application to access help content for the forms. Click a link in the Smart Help to open the Service Management documentation library in another tab.

The Distribution SX.e version of the Service Management forms are also available in Service Management. The name of Distribution SX.e versions of the form are annotated with an .sxe suffix, for example, Signatures.sxe.

Feature activation

You must specify the Service Management application URL in SA Administrator Options-Integrations-Service Management to enable the forms and data to display in Distribution SX.e. Operator access to the Service Management module and the individual forms is determined by standard functional security in SA Operator Setup.