SA Administrator Options - Integrations - Service Management field descriptions

Service Management Settings

Do Not Print Service Invoice

Select this value to prevent generating invoices in Distribution SX.e for Service Orders (SROs) that are created in Infor Service Management (ISM). 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.

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 (ISM) 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 ISM 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 ISM. Third, in ISM'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 ISM'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

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.

Rental Functionality Active

The Rental Contracts functionality is optional. However if you are activating this functionality, you must select this option. 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.

Service Management API URL

Specify the connection URL to Service Management’s API. This connection enables an API call to Service Management that provides real-time inventory information about the product to Distribution SX.e through the Service Management API. The services consultant or administrator who implemented Service Management can provide the connection information.

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 [add or remove], 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.

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.