Updates to Integrations

SX.e Integration

We added an Extended Description to the item master for item descriptions. SX.e allows a longer character limit for item descriptions than Service Management allows. This change allows the full item description to be displayed.

We enabled the Service Management back office for mobile support of SX.e vendor catalog and non-stock items.

Service Management will now update the purchase order cost on the associated material transaction, on the Service Order Transactions form. This enhancement allows for proper margin analysis to be performed.

We added the Salesperson Selection field to the Integration Parameters form on the SX.e tab. In this field, select whether you want to use an internal SX.e salesperson on a sales order or an external salesperson. Service Management uses the salesperson sent in the BOD from SX.e to set the default salesperson value on the Service Management customer. When service orders and contracts are created in Service Management, the salesperson is populated by default from the customer. You can still override the salesperson as needed. The salesperson assigned on the service order or contract is sent back to and assigned on the SX.e sales order for sales credit and commission calculation.

We also added the Alphanumeric Ship To Starting Number field to the Integration Parameters form on the SX.e tab. Use this field to specify a starting integer value to use when the SX.e Ship To value is alpha numeric. This reduces the reliance on the mapping/cross-reference table.