Integration updates

Sales Order Status for customers

We added a new Sales Order Status field on the Credit tab of the Customers form. The sales order status was not previously supported for the integration. Now, you can now prevent the creation of new service orders, contracts, and incidents in Service Management based on the Sales Order Status field on Customer Setup-Credit records in Distribution SX.e. If the sales order status is set to No, then new service orders, contracts, or incidents are not created for the customer.

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.

Distribution SX.e-style forms in Service Management

New versions of these service forms were created in the style of Distribution SX.e forms:

• Incident Lines
• Incidents
• Incident Quick Create
• Quick SRO Create

These forms use the appearance and flow of screens found in Distribution SX.e. The names of the forms are annotated with a .sxe suffix, for example, Incidents.sxe.

In most cases, you will access these forms in Distribution SX.e, where they are accessible from the previously added Service Management. Accessing the forms in Distribution SX.e provides a more efficient workflow that eliminates toggling between applications.