Service Management overview
If Distribution SX.e and Service Management are integrated, then you can access Service Management forms in Distribution SX.e.
This table shows the forms that are available in the Service Management module in the Distribution SX.e menu:
| Category | Form | Acronym |
|---|---|---|
| Inquiry | Contract Invoice Listing Order Invoicing Listing Signatures |
ISMICIL ISMIOIL ISMIS |
| Setup | Contract Rates Scheduling Profiles Service Types Quote Templates Quote Section Codes |
ISMSCR ISMSSP ISMSST ISMSQT ISMSQC |
| Entry | Calendar Scheduling Rental Counter Scheduled Appointments Service Order LinesTask Selection Service Order Operations Service Order Transactions Contract Invoicing Contract Lines Contracts Incidents Incident Quick Create Order Invoicing Service Orders SRO Quick Create Quotes |
ISMECS ISMERC ISMESA ISMESROL ISMESROO ISMESROT ISMECI ISMECL ISMEC ISMEI ISMEIQC ISMEOI ISMESRO ISMESRQC ISMEQ |
| Reports | Contracts To Be Invoiced Order To Be Invoiced Report Rental Pick List Report Service Order Work Order Report Rental Contract Agreement |
ISMRCTBI ISMROTBI ISMRPL ISMRSWO ISMRRA |
| Utilities | Service Order Close Utility | ISMUCSRO |
This table shows the forms that you can access from parent forms in Distribution SX.e:
| Parent form | Dependent form |
|---|---|
| Calendar Scheduling | Dispatch Scheduling Multi-Day Scheduling Partner Selection Task Selection Color Coding Global Scheduling Parameters |
| Contract Lines | Attached Documents |
| Contract Rates | Attached Documents |
| Contracts | Attached Documents Credit Card Payment Information |
| Incidents | Attached Documents Incident Lines |
| Rental Counter | Attached Documents Credit Card Payment Information Rental Check In Rental Check Out Purchase Information |
| Service Order Lines | Attached Documents Cost/Price Analysis Service Order Line Inspections |
| Service Order Line Inspections | Attached Documents Inspection Sign Off |
| Service Order Invoice Milestones | Attached Documents |
| Service Order Operations | Attached Documents Service Order Invoice Milestones |
| Service Order Transactions | SX.e Catalog/Non-Stock Query SX.e Material Availability Service Order Estimate Approval Service Order Change Order |
| Service Order Transactions - Material | Service Serials |
| Service Orders | Attached Documents Credit Card Payment Information Order Working Status History Service Orders for prior SRO SRO Price/ Billing Details SRO Material Entry SRO Labor Entry SRO Miscellaneous Entry |
The forms in Service Management comply with Distribution SX.e design standards. Some of the functionality that is available in Service Management, such as drag-and-drop, is not available in Distribution SX.e. Additionally, fields that do not pertain to the integration between Distribution SX.e and Service Management were removed.
Online documentation for the forms is maintained in the Service Management documentation library. When you are working in Distribution SX.e, use the Smart Help context widget to access help content for the forms. Click a link in the Smart Help to open the Service Management documentation library in another tab.
Form availability is enabled by the Service Management application URL in SA Administrator Options-Integrations-Service Management. Operator access to the Service Management module, module categories, and the individual forms is granted in SA Operator Setup, but standard functional security does not apply. Operators have full access to the forms when the security level is 2-5.
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.
The default user interface style that is used for Distribution SX.e is applied to the Service Management forms and modals that are available Distribution SX.e. In Distribution SX.e, the default style is called the 'New' style. If you change the user interface style in Distribution SX.e, the Service Management forms are not affected.