Integration updates

These updates have been made to the integration with Distribution SX.e.

Credit memos

Previously, the Invoices, Debit, and Credit Memos form was not available when integrated with Distribution SX.e. Now, you can use the form to create credit memos for service orders, contracts, and rentals.

Direct ship

In Distribution SX.e, direct order types are used to indicate that the product will be shipping directly to the customer rather than coming back to the warehouse. Use the new Direct Ship field on the SX.e Catalog/Non-Stock Query form and the SRO Material Entry form to indicate that a transaction is a direct order in Distribution SX.e. This is especially useful when you need a product to be on site when a technician arrives.

Improved visibility for assembly service orders

The new field, Assembly Ready for Service, on the Service Orders form, indicates whether or not an assembly service order is ready for service. An API is used to tell the system that a service order was generated for the Distribution SX.e sales order and service can begin.

When a transaction is created for an assembly SRO that is linked to a Distribution SX.e sales order through APICreateSROFromExternalOrder, the new External Sales Order Line field is populated on the Service Order Transactions form with the associated sales order line number.

When a service order is created from Distribution SX.e, using APICreateSROFromExternalOrder, the Distribution SX.e sales order number is displayed in the new External Sales Order field on the Service Orders form and Service Order Lines form.