Additional Service Management forms available in Distribution SX.e

These Service Management forms can now be accessed from the parent forms that are available in Distribution SX.e:

Form Parent form
Service Order for prior SRO Service Order
Service Serials Service Order Transactions - Material

To access a prior SRO, specify the SRO in the Prior SRO field on the General tab, and then click View. Unlike Service Management, the prior SRO is not immediately displayed in Distribution SX.e. Instead, it is listed in the Service Orders grid. You must click the SRO # link to open the SRO.

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, ServiceSerials.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.