General application updates

Improved currency visibility

The new Currency fields on the Warranty Claim Reconciliation, Order Invoice Listing, and Service Order Operations forms provide greater visibility of pricing currency, especially when the override customer uses a different currency from the service order customer. The currency value comes from the customer or the override customer.

Email template for scheduling

Using the variable email address tag, a partner's email address can now be added to the email template for scheduling. If a new partner is assigned to the appointment, then the email template is updated with the new partner's email.

Infor Document Management template for Order Invoicing

The Order Invoicing form can now use an Infor Document Management (IDM) report output instead of the Mongoose report output. The IDM report consists of an XML that is generated from Service Management and a report template Microsoft Word document, which is stored in a folder in IDM.

The Order Invoicing report will no longer function like a Mongoose report, with reporting options and output files. Instead, the report file is routed to IDM in a predefined document type called ISM Service Invoice. The report document is created with attributes that enable it to be used in related documents from forms, such as Invoice Listing, or in other applications, such as Distribution SX.e or Infor Ming.le.