Requirements

  • Microsoft Excel version 2016.
  • The latest Windows and Office Updates.
  • Ability to connect to Service Management ERP database server.
  • The Period Sorting method 1 and 2 must exist in Service Management ERP, and the Index is active for both.
  • If you use the drill-down functionality and choose to have the data displayed in an Service Management form, and a separate Service Management session is open at the same time, you must have a concurrent license. If you do not have a concurrent license, you can still operate in the given scenario if you have two User IDs; one for Service Management and the other to use in the drilldown from Excel.
  • Using Service Management forms for drilldown is subject to certain conditions. If you choose to show data in an Service Management form, the forms that open are standard forms rendered on a Web Browser. This feature is available only when the Web Client framework is installed and configured on the utility/webserver. The add-in must know the details of the utility server, and this must be configured prior to using this feature. See the Service Management Installation Guide for information on how to install and configure the Web Client.
Note: Drill-down data can be displayed on a new Excel Worksheet without the above drill-down requirements.