Service Management forms available in Distribution SX.e
To provide a more efficient workflow that eliminates toggling between applications, you can now access several Service Management forms in Distribution SX.e.
This table shows the forms that you can access from the new Service Management module in the Distribution SX.e menu:
| Category | Form | Acronym |
|---|---|---|
| Inquiry | Contract Invoice Listing | ISMICIL |
| Setup | Contract Rates Service Types |
ISMSCR ISMSST |
| Entry | Rental Counter Contracts Contract Invoicing Contract Lines |
ISMERC ISMEC ISMECI ISMECL |
| Reports | Rental Pick List Report Contracts To Be Invoiced Rental Contract Agreement |
ISMRPL ISMRCTBI ISMRRA |
These forms are also available from Rental Counter form in Distribution SX.e:
- Rental Check Out
- Rental Check In
- Purchase Information
In Distribution SX.e, the forms were updated to match Distribution SX.e design standards. Additionally, fields that do not pertain to the integration between Distribution SX.e and Service Management were removed.
Online help for the forms is maintained in the Service Management documentation library. When you are working 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, Contracts.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. Operator access to forms that are accessed from a parent form is based on the security for the parent form.