Event

WO_EVT_001

Create New Event From Work Order

This SFM transaction is used to create new Event record from Work Order. Note: This is a private SFM transaction, therefore it is not listed in SFM Designer. It has a Data Validation Rule, to validate that start date time is not greater than end date time.

Parts Order

TDM003

Create RMA from Work Order

This SFM transaction is used to create a new RMA from a work order. Key information such as Account, Contact etc. are automatically copied to the RMA.

Note: This has field-level web services for Address Type, From Location, and To Location fields.

Parts Order

TDM007

Create Shipment From Work Order

This SFM transaction is used to create a shipment order from work order parts request lines. Note: This has source object update for child object. This has field-level web services for Address Type, From Location, and To Location fields. This has Get Price button to invoke Apex web service.

ServiceMax Event

WO_SVMXEVT_001

Create New Event From Work Order

This SFM transaction is used to create new ServiceMax Event record from Work Order.

Note: This is a private SFM transaction, therefore it is not listed in SFM Designer. It has a Data Validation Rule, to validate that start date time is not greater than end date time.

Service Quote

TDM009

Create Quote from Work Order

This SFM transaction displays quotable estimate lines from a work order, allows the user to add, modify or delete lines and creates a service quote for the selected items.

Note: This has Before Save/Insert web service to calculate quote amount. The same web service is invoked on field change / exit for quantity, price, and discount fields.