---
title: 'Infor VISUAL + PTC ServiceMax'
url: 'https://www.staging38.commercient.com/product/infor-visual-ptc-servicemax/'
date: '2026-06-19T10:32:17-04:00'
modified: '2026-06-19T10:32:18-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Infor VISUAL to PTC ServiceMax, giving your team access to Infor VISUAL data directly within PTC ServiceMax. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Infor VISUAL and PTC ServiceMax, giving field service teams access to ERP customer, equipment and order data from inside PTC ServiceMax. Customer equipment and warranty data from Infor VISUAL can be surfaced in PTC ServiceMax to help technicians diagnose issues faster.

## What syncs

- Export Infor VISUAL Purchase Orders Linked to PTC ServiceMax Jobs
- Sync Infor VISUAL Customers to PTC ServiceMax Customer Records
- View Infor VISUAL Invoices and Sales Orders in PTC ServiceMax
- Access Infor VISUAL Items and Inventory from PTC ServiceMax
- Create Infor VISUAL Sales Orders from Completed PTC ServiceMax Jobs
- Sync PTC ServiceMax Jobs to Infor VISUAL for Invoicing

## Why Commercient

### Technician scheduling and ERP visibility

Connect PTC ServiceMax technician assignments and job schedules to Infor VISUAL so resource costs and job data are available in both platforms for operations and finance.

### Customer account visibility

Sync Infor VISUAL Customers to PTC ServiceMax so field technicians can view account history, billing contact and previous orders before and during each job.

### Work order and job management

Connect PTC ServiceMax Jobs completion to Infor VISUAL so finished jobs trigger Sales Orders or Invoices creation in the ERP without manual data entry after the visit.

### Service history and invoicing

Access Infor VISUAL Invoices and service order history from PTC ServiceMax so technicians and managers can see what has previously been billed and quoted for each account.

## About Infor VISUAL

Infor VISUAL is a manufacturing ERP for engineer-to-order and project-based manufacturers, managing job costing, production, purchasing, inventory and financials.

## About PTC ServiceMax

PTC ServiceMax is an enterprise field service management platform for manufacturers and service organisations, managing work orders, entitlements, parts, field technicians and service contracts.

## Frequently asked questions

### Can PTC ServiceMax estimates sync to Infor VISUAL as Quotes?

Commercient can support syncing PTC ServiceMax estimates or quotes to Infor VISUAL as Quotes when included in the integration scope. This keeps quoting activity consistent between the field service platform and the ERP.

### What data can Commercient connect between Infor VISUAL and PTC ServiceMax?

Commercient can connect Infor VISUAL and PTC ServiceMax to sync data such as Customers, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Infor VISUAL Customers sync to PTC ServiceMax customer records?

Yes, Commercient can sync Infor VISUAL Customers to PTC ServiceMax so field technicians have access to current ERP customer data from inside the field service platform. Exact field mapping and sync frequency are configured per project.

### Can completed PTC ServiceMax Jobs create Infor VISUAL Sales Orders or Invoices?

Commercient can support creating Infor VISUAL Sales Orders or Invoices from completed PTC ServiceMax Jobs when included in the integration scope. This reduces post-visit data entry and accelerates billing cycles. Two-way workflow depends on project configuration.

### Can Infor VISUAL Items and Inventory be accessed from PTC ServiceMax?

Yes, Commercient can sync Infor VISUAL Items and Inventory to PTC ServiceMax so field technicians can reference parts, pricing and stock availability from inside the field service platform.