Sales Order Status field integrated with Service Management

You can now prevent the creation of new service orders, contracts, and incidents in Service Management based on the Sales Order Status field Customer Setup-Credit in Distribution SX.e.

The Sales Order Status field is now integrated with and affects the new Sales Order Status field on the Customers form in Service Management. If the Sales Order Status field is set to No, then new service orders, contracts, and incidents are not created for the customer in Service Management.

In Distribution SX.e, other Sales Order Status field options such as Yes,Cash Only, COD Only, Hold Until, and Open Until are displayed as Yes in Service Management and does not affect the creation of new service orders, contracts, incidents.

Feature activation

To enable this functionality, specify arsc.selltype in Level 1 Fields in the Extra Fields section of the CustomerPartyMaster BOD in SA Administrator ION Noun Setup.