Form and field descriptions - Service Management
If Distribution SX.e and Service Management are integrated, then you can access Service Management forms in Distribution SX.e.
This table shows the forms that are available in the Service Management module in the Distribution SX.e menu:
| Category | Form | Acronym |
|---|---|---|
| Inquiry | Contract Invoice Listing Signatures |
ISMICIL ISMIS |
| Setup | Contract Rates Incidents Service Orders Service Types |
ISMSCR ISMSI ISMSSRO ISMSST |
| Entry | Rental Counter Contracts Contract Invoicing Contract Lines Incident Quick Create SRO Quick Create |
ISMERC ISMEC ISMECI ISMECL ISMEIQC ISMESRQC |
| Reports | Contracts To Be Invoiced Rental Pick List Report Service Order Work Order Report Rental Contract Agreement |
ISMRCTBI ISMRPL ISMRSWOR ISMRRA |
These forms are also available from the parent form, Rental Counter, in Distribution SX.e:
- Rental Check Out
- Rental Check In
- Purchase Information
The forms in Service Management comply with Distribution SX.e design standards. Some of the functionality that is available in Service Management, such as drag-and-drop, is not available in Distribution SX.e. Additionally, fields that do not pertain to the integration between Distribution SX.e and Service Management were removed.
Online help for the forms is maintained in the Service Management documentation library. When you are working in Distribution SX.e, use the Smart Help context application to access help content for the forms. Click a link in the Smart Help to open the Service Management documentation library in another tab.
Form availability is enabled by the Service Management application URL in SA Administrator Options-Integrations-service Management. Operator access to the Service Management module, module categories, and the individual forms is determined by standard functional security in SA Operator Setup. Operator access to forms that are accessed from parent forms is based on the security for the parent form.
The Distribution SX.e version of the Service Management forms are also available in Service Management. The name of Distribution SX.e versions of the form are annotated with an .sxe suffix, for example, Contracts.sxe.