SA Administrator Options - Integrations - Service Management field descriptions

Service Management Settings

Dirty Core Return Type

Select a default return type for a dirty core on a service order. Select either Core Return or Core Buy as the return reason at the line level. A core return occurs when the customer returns a core product that purchased from you. A core buy occurs when the customer returns a product that was not purchased from you. You are 'buying' it from your customer to return it to the vendor for credit.

If you select Core Return, you must allocate each dirty core return against an order with a corresponding re-manufactured product. You must edit the return in Sales Order Entry to allocate the dirty core. An allocation record is then created in Product Adjust Core Allocation Entry. You can also view the core allocations at the line detail level in Sales Order Inquiry.

You must allocate the dirty core before the order is invoice processed in Service Management, or an error occurs when the Invoice BOD is received from Service Management. This message is displayed in SA ION Inbox/Outbox Inquiry: Core Allocation Proof Must be Zero to Continue. You must then allocate the dirty core and reprocess the service order for invoicing in Service Management to generate an Invoice BOD.

You can allocate the dirty core to an order that is in the Ordered or Picked stage. Allocation is not required if you select Core Buy or retain the default value, None.

Do Not Print Service Invoice

Select this value to prevent generating invoices in Distribution SX.e for Service Orders (SROs) that are created in Service Management. In Distribution SX.e, invoice processing is normally set to print invoices. Select this value to also prevent an invoice from a Sales Order identified as a Service Order from printing during invoice processing. For the integration, Service Order invoices are generated from Service Management.

Note: This setting does not affect assembly service order processing.

Lost Business Reason

Select the valid reason you defined in SA Table Code Value Setup. This reason is used as the default on Service Management service orders for deleted or canceled lines.

Non-Impact Inventory Product

This is for partner reimbursements or non-impact inventory products. In Non-Impact Inventory Product, select the product set up in Product Setup and Product Warehouse Product Setup as a Labor product. For example, Labor-ISM or Non-Impact Inventory product.

Return Adjust Reason for Labor

Select a default value. Distribution SX.e uses this value when a ServiceOrder BOD is sent for a return that has no return reason specified for a labor line.

Return Adjust Reason for Misc Codes

Select a default value. Distribution SX.e uses this value when a ServiceOrder BOD is sent for a return that has no return reason specified for a miscellaneous line.

Service Management Active

Select this value to enable the integration.

Service Management Logical ID

This ID is used in conjunction with Infor Ming.le and enables the drillback feature between these integrated applications. With drillback, a Service Order in Service Management is hyperlinked to its corresponding Sales Order number in Distribution SX.e and vice versa.

First, Service Management and Distribution SX.e are configured separately in Infor Ming.le-Manage Applications-Deployment Information, wherein a Logical ID is setup for each. The Logical ID in Infor Ming.le for Service Management is different from the Logical ID for Distribution SX.e because they are two different applications.

Second, in SA Administrator Options-Integrations-Service Management in Distribution SX.e, in the Service Management Logical ID field, you specify the Logical ID set up in Infor Ming.le for Service Management. Third, in Service Management's Specific Parameters, in the Logical ID field, you must specify the Logical ID set up in Infor Ming.le for Distribution SX.e.

Third, in Service Management's Specific Parameters, in the Logical ID field, you must specify the Logical ID set up in Infor Ming.le for Distribution SX.e.

Service Management Addons

Select the values that you defined in SA Order Entry Addon Setup. These values are used as the default on Distribution SX.e sales orders for these Service Management values:

Discount
Freight
Miscellaneous
Surcharge
Waiver

Rental

Rental Functionality Active: Select this option to activate the optional Rental Contracts functionality. Additional rental features require that this option must be selected in a working integration. Rental products must be set up and validated in a rental warehouse. Rental serial products must meet character specifications and limitations.
Synchronize Serial Products to ISM: Optionally, you can enable the synchronization for serial rental products feature. If you select this option, the SA ION I/C Balances Report is run automatically each time the Net Available quantity changes for a serialized product in a rental warehouse. This report sends an InventoryCount BOD from Distribution SX.e to Service Management to synchronize the inventory between applications. The change can result from these functions: purchase order, warehouse transfer, stock adjustment, cycle or physical count update, value add fabrication. If this option is cleared, the SA ION I/C Balances Report is only run during Initial Load, or as a stored report.

API Configuration

The consultant or administrator who implemented Service Management can provide the connection information.

API Configuration Name

Specify Service Management’s API configuration name. The API Configuration Name is the same value your consultant or administrator set up in Configuration Name to log into Service Management. On the utility server, this configuration is set up in Service Management’s Configuration Manager.

Service Management API URL

If you process rental products, specify https://mguseastws-ism.ssmgf.inforcloudsuite.com/IDORequestService/MGRestService.svc.

The connection URL enables sxapiICGetWhseProductDataGeneralV3 calls between Distribution SX.e and Service Management through the ISM.API. The API calls retrieve real-time inventory information about the rental product from Service Management.

Service Management Application URL

Specify https://mguseastap-ism.ssmgf.inforcloudsuite.com/ to enable Service Management forms and data to display in Distribution SX.e.

Service Management V2 API URL

If you process assembly service orders, specify https://mguseastws-ism.ssmgf.inforcloudsuite.com/IDORequestService/ido.

The connection URL enables these API calls from Distribution SX.e:

APIGetSROTemplates: Retrieves a list of templates from Service Management
APICreateSROFromExternalOrder: Creates assembly SROs in Service Management

User Name and Password

Specify Service Management’s API user name and password. The user name and password must be set up by the Service Management consultant or administrator on the Users form in Service Management. This must be completed before the User Name and Password can be specified in this field.

The user must have the SMPlusAutomation module license and permissions to read the from the IDO name (SLItemWhseAlls). For example, the consultant or administrator could set up a user name such as SXe_API, with an appropriate password, with the SMPlusAutomation module license, and permission to the IDO name (SLItemWhseAlls).

In addition, to make use of the visibility feature, you must have permissions in Service Management to read from these Service Management IDO names: SLItemwhses, FSUnits, FSParms. This visibility provides sales personnel with the opportunity to sell a product from the rental inventory in place of currently unavailable products. It can also prevent a sales personnel from selling a rental item that is currently rented. Visibility shows real-time inventory quantity and status of rented products in Distribution SX.e.

Pick Ticket Processing

Do Not Print Service Pick Ticket: Clear this option to print pick tickets for planned material transaction on service orders in Distribution SX.e instead of Service Management. By default, this option is selected to enable pick list printing in Service Management.

Note: This setting does not affect assembly service order processing.

Warranty Claim Processing

Enable Warranty Claim Reconciliation: Select this option to enable the reconciliation workflow for warranty claims processing. The reconciliation workflow is a two-step process that requires warranty claim reconciliation in Service Management after the claim is submitted. If you leave this option blank, the default workflow is used. It does not require reconciliation, but it can be performed in Vendor Invoice Center Entry.