Product code updates product category on sales order lines

The product code on the Service Order Operations form in CloudSuite Field Service is now included as a Pcat value in the ServiceOrder/ServiceOrderLine/UserArea of the ServiceOrder BOD. The product code from the UserArea is used as the product category on sales order lines if these conditions are met:

  • The product code is a valid product category from Distribution SX.e.
  • The value of the UsePcatOfOperCode element, which is also in the ServiceOrder/ServiceOrderLine/UserArea of the ServiceOrder BOD, is true.

The product code is used as the product category for all sales order line in these sections within the same ServiceOrderLine section:

  • ServiceMaterialGroup/MaterialItem/ItemID/ID
  • ServiceLaborGroup/LineCode
  • ServiceOtherGroup/CostTypeCode

If the product code from the UserArea is invalid or missing, the Pcat value of the item code in ServiceOrderLine/ActivityTemplateCode is used as the product category. The Pcat value depends on the whether the product code override logic is enabled in CloudSuite Field Service. If the Account Location is set to SRO Transaction, the override logic is not enabled and the product code for the product on the planned material transaction is used. If the Account Location is set to SRO Operation, the override logic is enabled and the product code that is specified on the operation is used. It must be a valid product category in Distribution SX.e. If it is not a valid value, the product code that is related to the operation code is used.

See the Infor Distribution SX.e Integration Guide for Infor CloudSuite Field Service and the Infor Distribution SX.e Inbound BOD Mapping and Descriptions.