|
Target Header Object
|
Transaction ID
|
Transaction Name
|
Details
|
|---|---|---|---|
|
Activity Master
|
SCON_CR_ActivitMaster
|
SCON_CR_ActivitMaster Create Activity Master
|
Create Activity Master
Note: This is a private SFM transaction, therefore it is not listed in SFM Designer.
|
|
Available Service
|
SCON_CR_Service
|
Create Service
|
Create Service
|
|
Available Service
|
SCON_CR_TIT_Service
|
Create Service
|
Create Service
|
|
Case
|
IPAD-007
|
Create New Support Case
|
This SFM transaction is used to create a support case to report an issue with an existing account.
|
|
Contact
|
IPAD-001
|
Create New Contact (for an existing account)
|
This SFM transaction is used to create new Contact record for an existing account.
|
|
Event
|
EVT_003
|
Create New Event
|
This SFM transaction is used to create the Event record
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.
|
|
Installed Product
|
IPAD-005
|
Create New Installed Product (for an existing account)
|
This SFM transaction is used to create a new installed product record for an existing account.
|
|
Installed Product
|
ED_Counter_Readings
|
Update Counter Readings
|
This SFM allows users to enter values for counter readings for an installed product.
|
|
Location
|
IPAD-003
|
Create New Location (for an existing account)
|
This SFM transaction is used to create new service location or address location for an existing account.
|
|
Parts Order
|
IPAD-009
|
Create New RMA
|
This SFM transaction is used to create an authorization to return a product (RMA).
|
|
PM Plan Template
|
CR_PMPlanTemplate
|
Create Preventive Maintenance Plan Template
|
Create Preventive Maintenance Plan
|
|
ServiceMax Event
|
SVMXEVT_003
|
Create New Event
|
This SFM Transaction is used to create the ServiceMax Event record
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 Plan
|
SCON_CR_ServicePlan
|
Create Service Plan
|
Create Service Plan
|
|
Service Pricebook
|
SCON_CR_Pricebook
|
Create Service Price Book
|
Create Service Price Book
Note: This is a private SFM transaction, therefore it is not listed in SFM Designer.
|
|
Task Template
|
CR_WorkTemplate
|
Create Work Template
|
Create Work Template
|