Distribution SX.e integration updates

Distribution SX.e-style forms in Service Management

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

• Partner Selection
• Approve Estimate SRO

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, Partner Selection.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.

Non-stock material supported on estimate SRO transactions

Previously, non-stock material was not supported on estimate SRO transactions. Now, you can use the SX.e Catalog/Non-Stock Query form to create an estimate transaction for non-stock material. After approving the estimate SRO, you can now create a purchase order automatically for the planned transaction, if a PO vendor is specified for the estimate transaction.

On the Service Order Transactions form, the new field PO Vendor is displayed for estimate materials and shows either Planned or Estimate. The value in the field is derived from the SX.e Catalog/Non-Stock Query form and is used during the estimate approval process to identify the vendor that should be cross-referenced to the subsequent planned transaction.