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Appointments

Form ID: (FS300200)

You use this form to create new appointments, as well as to view and edit the details of existing ones. For details, see Quick Appointment Creation: General Information.

In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Arrive Opens the Perform Action dialog box with the Complete action and the Travel logging option selected, as well as the end time filled in. In the dialog box, you can modify the completion time of the travel and select the staff members for whom the travel is completed.
This command is available if on the Log tab, any line with the Travel check box selected has the In Process status.
Cancel Changes the status of the appointment and all the lines on the Details tab to Canceled. The appointment can now be reopened or closed.
This command is available only if the appointment has the Not Started status.
Clone Opens the Clone Appointments (FS500201) form with a preloaded copy of the current appointment, so you can duplicate it.
When you clone an appointment, the details of the lines with the Selling Model Equipment option selected in the Equipment Action column will be reflected in the cloned appointment; if the N/A option is selected in the Equipment Action column, the following columns will be cleared in the cloned appointment: Target Equipment ID, Model Equipment Ref. Nbr., Component ID, and Component Ref. Nbr..
This command is not available when the service order related to the selected appointment has the Closed status.
Close Changes the status of the appointment to Closed, indicating that all the administrative activities related to the appointment have been performed. The appointment cannot be changed after you have closed it.
This command is available only if the appointment has the Completed status.
Complete Changes the status of the appointment to Completed, indicating that all the activities related to the appointment have been completed. The appointment can now be reopened or closed.
Depending on the settings on the Time Behavior tab of the Service Order Types (FS202300) form for the service order type of the appointment, when you select this command, the system inserts particular settings for the appointment.
This command is available only if the appointment has the In Process status.
Create Purchase Order Opens the Create Purchase Orders (PO505000) form, on which you can create a purchase order.
This command is available only when the Mark for PO check box is selected for items listed on the Details tab of the form and when the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Depart Opens the Perform Action dialog box with the Start action and the Travel logging option selected. In the dialog box, you can modify the date and time of the travel (if necessary) and select the unlabeled check boxes in the table for the staff members for which the travel is started.
If a travel item is specified in the Default Travel Item box on the Service Order Types (FS202300) form for the service order type of the appointment, when you click this command, the system inserts the travel item ID in the Inventory ID column of the Log tab when the travel is started for the line reflecting the start of the travel. If the travel item was not assigned to the appointment before the travel started, the system adds the travel item to the appointment.
Edit Changes the status of the appointment to In Process, keeping the following appointment settings unchanged:
  • The statuses in lines on the Details tab.
  • The log lines on the Log tab. Therefore, the time activities related to the appointment also remain unchanged.
This command is available only if the appointment has the Completed status.
For details, see Correcting Appointments.
Email Confirmation to Customer Prepares an email with the details of the appointment for the customer.This command is available if the appointment has been confirmed (that is, if the Confirmed check box is selected on the Settings tab), at least one service has been added to the appointment on the Details tab, and at least one staff member has been added on the Staff tab.
Email Confirmation to Staff Prepares an email with the details of the appointment for the staff members defined on the Staff tab. This command is available if the appointment is confirmed. This command is available after staff members have been assigned to the appointment.
Email Notification to Service Area Staff Prepares an email with the details of the appointment for all the staff members defined in the appointment’s service area. This command is available if the appointment has been confirmed and if services and staff members have not been assigned yet.
Email Appointment Prepares an email with the Appointment (FS642000) report and customer's embedded signature to be sent to the customer. This command is available if the appointment has been signed by using the mobile application.
Hold Changes the status of the appointment to On Hold so that you can make changes to the document.
This command is available if the appointment has the Not Started status.
Pause Changes the status of the appointment to Paused. If there are lines with the In Process status on the Log tab, the system changes the lines’ status from In Process to Paused and inserts the current time in the End Time column for each paused line.
This command is available if the appointment has the In Process status.
Print Appointment Navigates to the Appointment (FS642000) report, which is a print-friendly version of the current appointment.
Print Service Time Activity Navigates to the Service Time Activity Summary (FS654500) report.
Quick Process Opens the Process Appointment dialog box, in which you can configure and run quick processing of the appointment that is currently open on this form.
This command is available if all of the following conditions are met:
  • The service order type selected in the Service Order Type box allows quick processing—that is, if for the service order type, the Allow Quick Process check box is selected on the General tab of the Service Order Types (FS202300) form.
  • The billing cycle associated with the customer is defined to generate billing documents from appointments—that is, if for the billing cycle, the Appointments option button is selected under Run Billing For on the Billing Cycles (FS206000) form.
  • The appointment has the Completed or Closed status.
Recalculate External Tax Updates the taxes that have been calculated through integration with an external tax provider, such as AvaTax.This command appears only if the ''''External Tax Calculation Integration'''' feature is enabled on the Enable/Disable Features (CS100000) form.
Remove Hold Changes the status of the document from On Hold to Not Started. This command is available only if the document has the On Hold status.
Reopen Changes the status of the appointment and all the lines on the Details tab to Not Started. The appointment can now be started, or canceled.
This command is available only if the appointment has the Canceled status.
Resume Changes the status of the appointment to In Process. On the Log tab, the system also changes the status of all lines with the Paused status to Completed; for each resumed line, it creates a new line with the In Process status and inserts the current time in the Start Time column.
This command is available if the appointment has the Paused status.
Reverse Bill Initiates the process of creating and releasing the reversed project transaction and reversed issue of the credit memo type (if any). You can see released documents on the Billing Documents tab of the current form.
This command is available only if the following conditions are met:
  • For the service order type, the Project Transactions option is selected in the Generated Billing Documents box on the General tab on the Service Order Types (FS202300) form.
  • For the billing cycle specified for a customer, the Appointments option button is selected under Run Billing For on the Billing Cycles (FS206000) form.
Run Billing Generates the document to bill the customer according to the settings of the service order type in the Billing Settings section of the Service Order Types (FS202300) form, and opens the appropriate form with the document (the specific form depends on the billing document generation settings). The system also shows a record for the created document on the Billing Documents tab of the current form.
This command is available only if the billing cycle assigned to the customer is set to generate billing documents from appointments on the Billing Cycles (FS206000) form. If the Bill Only Closed Appointments check box is selected on the Service Order Types (FS202300) form, this command is available only if the appointment has the Closed status. If the Bill Only Completed or Closed Service Orders check box is selected on the Billing Cycles (FS206000) form for the billing cycle assigned to the customer, this command is available only if the service order associated with the appointment has the Completed or Closed status on the Service Orders (FS300100) form.
Schedule on Calendar Opens the Calendar Board (FS300300) form, with the Unassigned Appointments tab displaying the current appointment.
Schedule on Staff Calendar Opens the Staff Calendar Board (FS300400) form, with the Unassigned Appointments tab displaying the current appointment.
Start Changes the status of the appointment to In Process, indicating that the appointment is being attended. The appointment can now be completed.
Depending on the settings on the Time Behavior tab of the Service Order Types form for the service order type of the appointment, when you select this command, the system inserts particular settings for the appointment.
This command is available only if the appointment has the Not Started status.
Unclose Changes the status of the appointment to Completed after an appointment has already been closed.
This command is available only if the appointment has the Closed status and if no billing document has been generated for the appointment yet.

Perform Actions Dialog Box

This dialog box opens when you start or complete a service, travel, or the logging of time for staff members. The dialog box contains the elements described in the following table.

Element Description
The Summary area of the dialog box contains the following elements.
Action The action that is going to be performed. The Start and Complete options are available.
The system selects the option based on the command that you clicked to open the dialog box. You can change the action manually in this box.
Logging The logging setting that defines for which items the action is performed and which data is used to create log lines on the Log tab. The following options are available:
  • Service: The action is performed for the service selected in the Detail Ref. Nbr. box and for the staff members selected in the table of the dialog box. On the Log tab, the lines will be created or updated for each staff member.
    • This option is selected by default when you click a non-travel service item and click the Start or Complete button on the Details tab or click the Complete button on the Staff tab.
  • Travel: The action is performed for one of the following:
    • The travel that is performed if no item represents the travel in the appointment
    • The service that represents travel—that is, the service for which the Is a Travel Item check box on the Non-Stock Items (IN202000) form—and is selected in the Detail Ref. Nbr. box for the staff members selected in the table of the dialog box
    • The service that represents travel and is selected in the Default Travel Item box on the Service Order Types (FS202300) form for the service order type of the appointment
    On the Log tab, lines are created for each staff member with the Travel check box selected.
    This option is selected by default when you click a travel item and click the Start or Complete button on the Details tab or click the Start Travel or Complete Travel command for the appointment.
  • Staff and Service (If Any): The log line is created or updated on the Log tab for each staff member line selected in the table of the dialog box. If any services are assigned to these lines, they will also be started and specified in the log line for the staff member.
    • This option is selected by default when you click the Start button on the Staff tab.
  • Services and Assigned Staff (If Any): The services selected in the table of the dialog box are started. On the Log tab, lines are created for each service; if staff members are assigned, the lines are created for each service–staff member pair.
Perform Action for Me A check box that indicates that the action selected in the Action box is performed for the currently signed-in user. If this check box selected, the system hides the table of the dialog box.
This check box appears in the dialog box only if the Service, Travel, or Staff and Service (If Any) option is selected in the Logging box.
Time The time when the action took place. By default, the current time of the system is selected. The value can be overridden.
If the Start option is selected in the Action box, when you click OK, the system inserts the time into the Start Time column of the Log tab for all the lines created as a result of the action.
If the End option is selected in the Action box, when you click OK, the system inserts the time into the End Time column of the Log tab for all the lines related to the action.
Detail Ref. Nbr. The reference number of the line on the Details tab of the item for which the action is performed.
This box appears in the dialog box only if the Service or Travel option is selected in the Logging box.
The table of the dialog box contains the following columns.
Included A check box that indicates (if selected) that the action is performed for the line and the related log line will be created on the Log tab.
Staff Ref. Nbr. The line reference of the staff member on the Staff tab.
This column appears only if the Staff and Service (If Any) option is selected in the Logging box.
Staff Member The staff member assigned to the appointment on the Staff tab.
Detail Ref. Nbr. The line reference number of the service or travel item on the Details tab.
This column appears only if the Services and Assigned Staff (If Any) option is selected in the Logging box.
Log Ref. Nbr. The reference number of the existing line on the Log tab.
This column appears only if the Complete action is selected in the dialog box.
Inventory ID The identifier of the service or travel item added to the appointment on the Details tab.
This column appears only if the Staff and Service (If Any) or Services and Assigned Staff (If Any) option is selected in the Logging box or if both the Complete action and the Service logging option are selected in the dialog box.
Description The description of the service or travel item.
This column appears only if the Staff and Service (If Any) or Services and Assigned Staff (If Any) option is selected in the Logging box or if both the Complete action and the Service logging option are selected.
Travel A check box that indicates (if selected) that the log line related to the staff member has been created for the travel.
This column appears only if the Complete action and Travel logging option are selected.
Estimated Duration The time that the service is expected to last.
This column appears only if the Services and Assigned Staff (If Any) option is selected in the Logging box.
Start Time The time when the logging of time and service have been started.
This column appears only if the Complete action is selected in the dialog box.
The dialog box has the following buttons.
OK Closes the dialog box and performs the action. As a result, the appropriate log lines are created on the Log tab, and the statuses of the items and log lines are changed on the Details and Log tabs, respectively.
Cancel Closes the dialog box without performing any action or making any changes.

Process Appointment Dialog Box

By default, the settings in this dialog box are copied from the Quick Process Settings tab of the Service Order Types (FS202300) form for the service order type selected for this appointment, but you can change any of these settings for the appointment.

Element Description
The Appointment Actions section of the dialog box has the following elements, in which you can change the default settings (those specified for the service order type) related to the processing of the appointment.
Close A check box that indicates (if selected) that when quick processing is run for the appointment, the system closes the appointment.
This check box appears in the dialog box if the appointment has the Completed status. This check box is selected by the system and read-only.
Email Signed Appointment A check box that indicates (if selected) that when quick processing is run for the appointment, the system sends an email with the corresponding Appointment (FS642000) report and customer's embedded signature.
This check box is available only if the appointment has been signed in the mobile app.
Run Billing A check box that indicates (if selected) that when quick processing is run for the appointment, the system generates a billing document for the appointment.
If this check box is selected, it remains selected and becomes unavailable if you select any of the check boxes in the Sales Order Actions section.
The Sales Order Actions section of the dialog box has the following elements, in which you can change the default settings (those specified for the service order type) related to the processing of the sales order generated for the appointment.
The section appears on the form only if the Sales Orders option button is selected under Generated Billing Documents on the General tab of the Service Order Types (FS202300) form. The check boxes in this section are available only if the Run Billing check box is selected.
Prepare Invoice A check box that indicates (if selected) that when quick processing is run for the appointment, the system creates a sales invoice for the generated sales order.
This check box appears on the form only if the Use Sales Order Quick Processing check box is cleared. The Prepare Invoice check box is not available if any of the check boxes is selected in the Invoice Actions section.
Use Sales Order Quick Processing A check box that indicates (if selected) that when quick processing is run for the appointment, the system processes the generated sales order by using the quick processing settings specified for the applicable sales order type on the Order Types (SO201000) form.
This check box appears on the current form only if the Allow Quick Process check box is selected on the Order Types (SO201000) form for the sales order type selected in the Order Type for Billing box on the General tab of the Service Order Types (FS202300) form. For details, see Sales Order Types: Quick Processing of Sales Orders.
The Use Sales Order Quick Processing check box is available if the Prepare Invoice check box is cleared.
Email Sales Order/Quote A check box that indicates (if selected) that when quick processing is run for the appointment, the system sends an email to the customer with the generated sales order.
The Invoice Actions section of the dialog box has the following elements, in which you can change the default settings (those specified for the service order type) related to the processing of the generated SO invoice.
This section appears in the dialog box only if one of the following conditions is met:
  • On the General tab of the Service Order Types (FS202300) form, the SO Invoices is selected in the Generated Billing Documents box.
  • All of the following conditions are met:
    • On the General tab of the Service Order Types (FS202300) form, the Sales Orders option is selected in the Generated Billing Documents box, and an order type based on the IN order template is selected in the Order Type for Billing box.
    • In the Sales Order Actions section of this dialog box, the Use Sales Order Quick Processing check box is cleared.
    • In the Sales Order Actions section of this dialog box, the Prepare Invoice check box is selected.
Release Invoice A check box that indicates (if selected) that when quick processing is run for the appointment, the system releases the generated invoice.
Email Invoice A check box that indicates (if selected) that when quick processing is run for the appointment, the system sends an email with the generated invoice.
The dialog box has the following button.
OK Closes the dialog box, runs the quick processing, and opens the Processing Results window, which shows the progress of performed operations and links to the generated documents.

Back to TopAddress Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company’s address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.

Element Description
Enter a Location A box for searching for the company’s address.
You can do the following by using this box:
  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.
The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.
In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel Closes the dialog box and cancels the selection of the company address.

Back to TopSummary Area

The Summary area contains general information about the appointment, such as the type of the service order associated with this appointment, the reference number of the appointment, the customer, and the branch location.

Element Description
Service Order Type The identifier of the service order type associated with the appointment. If the service order type is selected in the Default Service Order Type box on the User Profile (SM203010) or Service Management Preferences (FS100100) form, the default service order is specified in this box. Service types can be defined and edited on the Service Order Types (FS202300) form.
Appointment Nbr. The reference number of the appointment. For new documents, this number is automatically generated by the system as a combination of the service order number and the next number in the appointment sequence. The appointment sequence range begins with 1 (used for the first appointment associated with the service order) and ends with 99.
Service Order Nbr. The reference number of the service order to which the appointment is related.
Status The status of the appointment assigned by the system, which is one of the following options:
  • On Hold: The appointment is on hold and its details can still be edited.
  • Not Started (default): The appointment has been created but has not yet occurred.
  • In Process: The appointment is now being attended.
  • Paused: The appointment has been paused. It can be resumed or completed.
  • Awaiting: The appointment is waiting for the applicable billing period of the related service contract to become active. This status is available only if the Service Contract box of the Summary area is filled in and if for the service contract, on the Summary tab (Billing Settings section) of the Service Contracts (FS305700) form, End-Period Plus is selected in the Billing Type box.
  • Completed: All the activities related to the appointment have been completed.
  • Canceled: The appointment has been canceled.
  • Closed: All the administrative activities related to the appointment have been completed.
  • Billed: The appointment is fully billed. You can find a billing document or documents on the Billing Documents tab of the current form.
  • Scheduled by System: The appointment was generated from the service or route service contract.
Workflow Stage The workflow progress of the appointment. You select the workflow stage manually based on the current progress. The stages are defined on the Workflow Stages (FS202100) form.
This box is available only if the Enable Workflow Stages check box is selected on the Service Management Preferences (FS100100) form.
Scheduled Start Date The date when the appointment is planned to occur. By default, the current business date is selected. You can overwrite the date if necessary.
This box is not available for editing if a service order type with the Route behavior is selected in the Service Order Type box. The behavior of the service order type is specified on the Service Order Types (FS202300) form.
Actual Start Date The actual date when the appointment is attended. By default, the current business date is selected. You can overwrite the date if necessary.
Description A description of the appointment.
Customer The customer associated with the appointment.
This box is not available if a service order type with the Internal Appointment behavior is selected in the Service Order Type box. The behavior of the service order type is specified on the Service Order Types (FS202300) form.
Location The customer location associated with the appointment.
This box is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
This box is not available if a service order type with the Internal Appointment behavior is selected in the Service Order Type box. The behavior of the service order type is specified on the Service Order Types (FS202300) form.
Currency The currency of the document.
By default, it is the customer’s default currency. To change the currency rate, click the arrow by the rate to invoke the Rate Selection dialog box.
This box appears on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.
Branch Location The branch location that handles the appointment. Branch locations are defined on the Branch Locations (FS202500) form.
Service Contract A service contract associated with the appointment. The service contracts of the End-Period Plus, Beginning-Period Fixed and Beginning-Period Plus billing types can be specified in this box. The system automatically fills in this box if the appointment was created from a service contract. This box is not available for editing.This box is empty and not available for editing, if you create a new appointment directly on the current form.
This box appears on the form only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Contract Period The billing period of the service contract associated with the appointment. The system fills in this box with the period specified in the service contract in the Billing Period box on the Services Per Period tab of the Service Contracts (FS305700).
This box appears on the form if a service contract is specified in the Service Contract box.
Project The project associated with this appointment. When you create an appointment, the non-project code is inserted by default in this box. If you need to link the appointment to a specific project, select the relevant project in this box.
If an appointment is created from a project using the Create Appointment command on the Projects (PM301000) form, the project is automatically inserted in this box. If the appointment was created from a service order with a specified project, the project from the service order is inserted in this box.
If a service contract is associated with this appointment, the system automatically populates this box with the project linked to the service contract—specifically, the project specified in the Project box on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.
This box appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Default Project Task The project task associated with the appointment.
The system automatically inserts this task in the Project Task column of each added line of the Service and Non-Stock Item types on the Details tab of the current form.
If the Default check box is selected for a task on the Tasks tab of the Projects (PM301000) form, the system automatically populates this box with this task when you specify the corresponding project in the Project box.
If a service contract is associated with this appointment, the system fills in this box with the default project task specified in the service contract.
This box appears on the form only if a project is selected in the Project box.
Estimated Duration The total estimated time that staff members will take to perform the services in the appointment. This total is defined as the sum of the estimated times of the services associated with the appointment (that is, the sum of the Estimated Duration values of the services listed on the Details tab).
Actual Duration The sum of the times spent on all services of the appointment. Even if the services have been performed in parallel, the system sums up the times spent on each service. For example, if an appointment took three hours and two services were performed in parallel during three hours, then the system shows six hours in this box. (This is the sum of the values of the Actual Duration column of the Details tab of each service line).
Actual Billable Total The total billable amount of the appointment, which is calculated as the sum of the amounts of the Billable Amount column of the Details tab of the current form.
Actual Tax Total The total amount of tax paid for the appointment, which is the sum of the tax amounts of all lines on the Tax Details tab of the current form.
Invoice Total The total amount paid for the appointment, which is calculated as the sum of the amounts in the Actual Billable Total box and the Actual Tax Total box.
Approved Staff Times A check box that indicates (if selected) that the time activities related to the appointment have been approved by an employee assigned to do so.
This check box appears on the form only if the Require Time Approval to Close Appointments check box is selected on the Service Order Types (FS202300) form for the service order type of the appointment.
Waiting for Purchased Items A read-only check box indicates (if selected) that at least one item needs to be received. The system selects this check box when you select the Mark for PO check box for at least one item on the Details tab.
The system clears this check box when all purchase orders related to the items of the appointment are completed.
This check box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopSettings Tab

On this tab, you can specify, view, and edit the date and time information related to the appointment, address and contact information.

Element Description
Override A check box that indicates (if selected) that you can override the default settings in the Contact or Address sections, or that the settings have already been overridden.

Contact Section

By default, the system fills in the contact information based on the setting selected in the Take Address and Contact Information From box of the Service Order Types (FS202300) form for the service order type.

If you want to override the information in this section, you select the Override check box.

Element Description
Contact The identifier of the contact person or department.
Account Name The business name of the contact’s company.
Attention The department or person to be noted on the attention line.
Type and Phone Number The type and phone number of the customer. The phone number type can be one of the following: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, Home Fax, or Cell. By default, the Business 1 type is selected.
Email The email address of the customer as a business entity.

Address Section

By default, the system fills in the address based on the setting selected in the Take Address and Contact Information From box of the Service Order Types (FS202300) form for the service order type.

If you want to override the information in this section, you select the Override check box.

Element Description
Room The identifier of the room in your company where the service is performed (if it takes place at your branch location). The rooms of a branch location are defined on the Branch Locations (FS202500) form.
This box is available only if the Enable Rooms check box is selected on the Service Management Preferences (FS100100) form.
Address Line 1 The first line of the customer’s address.
Address Line 2 The second line of the address.
City The customer’s city.
Country The customer’s country.
State The customer’s state or province.
Postal Code The customer’s postal code. You can set up an input validation mask for the country’s postal codes on the Countries/States (CS204000) form.
View on Map A button you click to view this address on the map that is specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service. The map is opened in a new tab.
This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup A button you click to open the Address Lookup dialog box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services.
Latitude The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Tax Provider and Integrating Acumatica ERP with Vertex Tax Provider.
Longitude The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Tax Provider and Integrating Acumatica ERP with Vertex Tax Provider.

Scheduled Date and Time Section

This section is not available for editing if a service order type that has the Route behavior specified on the Service Order Types (FS202300) form is selected in the Service Order Type box of the Summary area.

Element Description
Scheduled Start Date The date and time when the appointment is planned to occur.
This box is not available for editing if a service order type that has the Route behavior specified on the Service Order Types (FS202300) form is selected in the Service Order Type box of the Summary area.
Scheduled End Date The date and time when the specified appointment is scheduled to end.
This box is not available for editing if a service order type that has the Route behavior specified on the Service Order Types (FS202300) form is selected in the Service Order Type box of the Summary area.
Handle Manually A check box that indicates (if selected) that the scheduled start and end time of this appointment are updated manually. That is, if you add extra services or modify the time in the Estimated Duration box on the Details tab, the system will not update the time in the Scheduled Start Time and Scheduled End Time boxes.
If you modify the time in the Scheduled End Time box, the system automatically selects this check box.
Optimization Result The result of the optimization for the appointment, which is one of the following:
  • Has Been Optimized: The appointment was successfully scheduled during the schedule optimization process.
  • Has Not Been Optimized: The optimization process has never been launched for the appointment, or after the appointment was optimized, the appointment date, time, or address has been manually changed, or the appointment has been manually reassigned to another staff member.
  • Could Not Be Optimized: The appointment could not be optimized because of lack of time or staff member resources. The scheduler will need to reassign this appointment to another staff member or move it to another day.
  • Encountered Address Error: The appointment could not be optimized because the appointment address is not correct.
This box appears on the form only if the WorkWave Route Optimization feature is enabled on the Enable/Disable Features (CS100000) form.
Confirmed A check box that indicates (if selected) that the appointment has been confirmed.
This check box is automatically selected if the time range between the time the appointment was created and the scheduled start time of the appointment is less than or equal to (in terms of the number of days) the time range specified in the Appointment Auto-Confirm Time box on the Calendars and Maps tab of the Service Management Preferences (FS100100) form. That is, the check box is selected if there is insufficient time for the service personnel to confirm the appointment, based on the time range defined as sufficient in your system.
Validated by Dispatcher A check box that indicates (if selected) that the dispatcher has validated the appointment.

Actual Date and Time Section

In this section, you can view the information related to the actual date and time when the appointment is attended.

Element Description
Actual Start Date The actual start date and time when the appointment is attended.
This box is available for editing only if the appointment has the In Process or Completed status.
Actual End Date The actual end date and time when the appointment ends.
This box is available for editing only if the appointment has the In Process or Completed status.
Handle Manually A check box that indicates (if selected) that the actual start and end time of this appointment are updated manually. That is, the system will not update the time in the Actual Start Time and Actual End Time boxes if you add extra services, start or complete the appointment, or modify the time in the Actual Start Time, Actual End Time, Estimated Duration, or Actual Duration box on the Details or Staff tab.
If you modify the time in the Actual Start Time or Actual End Time box, the system automatically selects this check box. The system also selects this check box when you complete the appointment if the Set End Time in Appointment check box is selected on the Service Order Types form for the service order type of the appointment.
Actual Duration The difference between the actual end time and the actual start time of the appointment, which the system calculates automatically once a user specifies the actual start and end times of the appointment on the current tab.
Finished A check box indicates (if selected) that all work has been finished during the appointment, and no follow-up appointment is needed.
Unreached Customer A check box that indicates (if selected) that the appointment cannot take place because the customer could not be contacted.

Back to TopDetails Tab

On this tab, you can enter the services associated with the appointment and the non-stock and stock items involved in the appointment. When you add a row and select the line type and inventory ID, the system fills in many of the columns with the default settings of the inventory item.

For it to be possible for you to specify the stock items involved in the appointment, the appropriate billing settings must be specified for the service order type associated with the appointment. That is, on the General tab (Billing Settings section) of the Service Order Types (FS202300) form, in the Generated Billing Documents box, the Sales Orders, SO Invoices, or None option should be selected.

If the service order type of the appointment has the Route behavior specified on the Service Order Types (FS202300) form, on this tab, you can specify settings related to items that where picked up or delivered (or both) during the appointment.

On this tab, you can move an item by dragging its line to the required place.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Add Items Opens the Inventory Lookup dialog box, which you can use to select the inventory items to be assigned to the appointment.
Lot/Serial Nbrs Opens the Lot/Serial Nbrs dialog box, in which you can specify the lot or serial numbers for the quantity of the item specified in the appointment line. For each unit of the item, you selects the warehouse and location (if multiple locations are supported in the system) and select the lot or serial number.
Add Staff Opens the Add Staff dialog box, which you can use to select the staff members to be assigned to perform services associated with the appointment.
Actions Provides the following actions:
  • Start: If you have clicked an item of the Service type before invoking the action, opens the Perform Action dialog box with the Start action selected. In the dialog box, you can modify the logging option and the start time (which has been filled in automatically); in the table of the dialog box, you select the unlabeled check boxes for the staff members and services for which the time will be tracked for the item.
    • If you have clicked an item of the Non-Stock Item or Stock Item type before invoking the action, the system changes the status of the line to In Process.
    This button is available for service, non-stock item, and stock item lines only if the appointment has the In Process status and the selected line has the Not Started or In Process status. This button is available for a travel line only if the appointment has the Not Started, In Process, or Completed status and the line has the Not Started or In Process status.
  • Pause: Opens the Perform Action dialog box with the Pause action and the Service logging option selected. The system populates the dialog box with all staff members assigned to services that have the In Process status. In this dialog box, you can modify the date and time when the service is paused and select the unlabeled check boxes in the table for the staff members for which the service is paused. By default, these check boxes are selected for all staff members assigned to the selected service. When you click OK, the system closes the dialog box; on the Log tab, it also changes the status of the related log line or lines to Paused and inserts the specified time and date in the End Time and End Date columns.
  • Resume: Opens the Perform Action dialog box with the Resume action and the Service logging option selected. The system populates the dialog box with all staff members for whom any services were paused. In this dialog box, you modify the date and time when the service is resumed and select the unlabeled check boxes in the table for the staff members for which the service is resumed. By default, these check boxes are selected for all staff members for which the service was paused. When you click OK, the system closes the dialog box and does the following on the Log tab
    • Changes the status of the service log line from Paused to Completed.
    • Creates a new log line with the In Process status for the service and inserts the current time in the Start Time column.
  • Complete: If you have clicked an item of the Service type before invoking the action, opens the Perform Action dialog box with the Complete action selected. In the dialog box, you can modify the logging option and the end time (which has been filled in automatically); in the table of the dialog box, you make sure that the necessary unlabeled check boxes are selected in the table.
    • If you have clicked an item of the Non-Stock Item or Stock Item type before invoking the action, the system changes the status of the line to Completed.
    This button is available for service, non-stock item, and stock item lines only if the appointment has the In Process status and the selected line has the Not Started or In Process status. This button is available for a travel line only if the appointment has the Not Started, In Process, or Completed status and the line has the Not Started or In Process status.
  • Cancel: Changes the status of the selected line to Canceled.
    • This button is available for a service line only if the selected line has the Not Started status.
Create Expense Receipt Opens the Expense Receipt (EP301020) form with the appropriate settings of the appointment (such as date and customer) inserted into the new expense receipt. The system fills in the Field Service Details section on the Details tab as follows:
  • Related Svc. Doc. Type: The type of the document for which this expense receipt has been created (the system inserts appointment).
  • Related Svc. Doc. Nbr.: The applicable service order type and the reference number of the appointment for which this expense receipt has been created.
You specify the details of the expense receipt, such as the expense item (that is, the non-stock item of the particular expense, such as transportation) and description, and save the expense receipt. You can select the Billable in Svc. Doc. check box to specify that the expense item should be billed along with the appointment. If the expense receipt should be billed separately, leave this check box cleared. If an expense receipt is associated with a project, the Billable in Svc. Doc. check box will be read-only. The system adds a line with the expense item (from the expense receipt) on the Details tab of the Appointments (FS300200) form.
Create AP Bill Initiates the creation of an AP bill related to the appointment. Opens the Bills and Adjustments (AP301000) form, on which you specify the details of the bill and save it. In the Related Svc. Doc. Type and Related Svc. Doc. Nbr. columns of the Document Details tab of the Bills and Adjustments (AP301000) from, you can see the document type and reference number of the appointment.

Lot/Serial Nbrs Dialog Box

You use this dialog box to specify the lot or serial numbers for the quantity of the item specified in the detail line of the appointment line. For each unit of the item, you select the warehouse and location (if multiple locations are supported in the system), and select the lot or serial number.

The dialog box includes the following elements.

Element Description
The dialog box includes a table with the following columns.
Warehouse The warehouse where the item of the selected line is stored.
Location The warehouse location where the stock item is stored.This column is available only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Lot/Serial Nbr. The serial number of the unit of the stock item, or the lot number of the specified quantity of stock items to be allocated. Click the lookup button to select the number. Note, if the Lot/Serial Nbr. value or values were defined for the line item in the service order on the Service Orders (FS300100) form, then those values are available in the list. Once you specify the number, the system updates the line quantity, and adds a new line with the remaining quantity specified in the Quantity column.
The Lot/Serial Nbr. column is available only if the Lot and Serial Tracking feature is enabled on theEnable/Disable Features (CS100000) form.
Quantity The quantity of the item specified for the selected line in the Estimated Quantity column on the Details tab of the current form.
UOM The unit of measure for the requested quantity of the stock item.
Related Documents The reference number of the related document—for example, a shipment that fulfills or partially fulfills the appointment line, or a purchase order.
Description A description of the line.

Add Staff Dialog Box

By using this dialog box, you can select the staff members that meet the service area, skills, and license requirements to perform the included services.

Element Description
In the Selection area of the dialog box, you can select the service to which you want to assign a staff member and the service area where the service will be provided. The Selection area includes the following elements.
Service Ref. Nbr. The number of the line on the Details tab for which you are selecting a staff member.
If you have opened the dialog box from the Details tab, the system fills in this box with the line reference number of the service that you have selected on the tab.
Postal Code The postal code associated with the customer location.
Service Area The service area where the service will be provided. You can leave this box blank to view staff members of all service areas, or you can select a service area in this box, which will cause the system to filter the staff members in the Staff Members table.
In the Skills table, you can select and view the skills that are necessary for performing the services or service. If a service line reference number is selected in the Service Ref. Nbr. box, the system selects the skills that are necessary for the service.
The table includes only standard buttons. For the list of standard buttons, see Table Toolbar. This table includes the following columns.
Included An unlabeled check box that indicates (if selected) that the service requires this skill and that the staff members should be filtered by the presence of the skill.
Skill ID The identifier of the skill.
Description A description of the skill.
Service List The services that require the skill.
In the License Types table, you can select and view the license types that are necessary for performing services or service. If a service line reference number is selected in the Service Ref. Nbr. box, the system selects the license types that are necessary for the service.
The table includes only standard buttons. For the list of standard buttons, see Table Toolbar. This table includes the following columns.
Included An unlabeled check box that indicates (if selected) that the service requires this license type and that the staff members should be filtered by the presence of a license of this type.
License Type ID The identifier of the license type.
Description A description of the license type.
In the Staff Members table, you can select the staff members to perform services and view the staff members that have been assigned to perform services. You assign a staff member by selecting the Included box for the staff member. The system adds this staff member to the Staff tab of the form.
The table includes only standard buttons. For the list of standard buttons, see Table Toolbar. This table includes the following columns.
Included An unlabeled check box that indicates (if selected) that the staff member is assigned to perform the service.
Type The type of the staff member, which is one of the following:
  • Employee
  • Vendor
Staff Member ID The identifier of the staff member.
If Vendor is selected in the Type column, the list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
Staff Member Name The name of the staff member.
The dialog box contains the following button.
OK Closes the dialog box.

Table Columns

Column Description
Branch The branch that provides the service.This column appears only if the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form.
Ref. Nbr. The four-digit identifier of the line, which is assigned automatically by the system. You select the line reference number when you select a service for which you want to assign a staff member in the Add Staff dialog box.
Line Status The status of the item, which is one of the following:
  • Not Started (default): The item has not been started yet.
  • In Process: The item is being provided.
    • The system changes the status of the line to In Process when you start the item by clicking the Start button on the table toolbar.
  • Canceled: The item has been canceled.
    • The system changes the status of the line to Canceled when you click the Cancel button on the table toolbar or invoke the Cancel Appointment action for the entire appointment.
  • Completed: The activities related to the item have been completed.
    • The system changes the In Process and Not Started statuses to Completed when you invoke the Complete Appointment action if the Completed option is selected in the Status to Set for In Process Items and Status to Set for Not Started Items boxes on the Time Behavior tab of the Service Order Types (FS202300) form.
  • Not Finished: The item has not been fully completed during the appointment.
    • The system changes the In Process and Not Started statuses to Not Finished when you invoke the Complete Appointment action if the Not Finished option is selected in the Status to Set for In Process Items and Status to Set for Not Started Items boxes on the Time Behavior tab of the Service Order Types (FS202300) form.
    If the Not Finished status has been set for the item, the system changes the Scheduled status to Requiring Scheduling for the related line in the service order and selects the Appointment Needed check box on the Service Orders (FS300100) form.
  • Not Performed: The item has not been performed (if it is a service or non-stock item) or used (if it is an inventory item) during the appointment.
The system updates the status when you perform an action on the line or appointment, but you can also change the status manually. If you change the status manually, the system does not create the related line or update the existing related log line on the Log tab.
Line Type The type of the line involved in the appointment. Depending on the type you select, other columns may or may not be available. The line type is one of the following options:
  • Service (default): The line is a service—that is, a non-stock item with the Service type defined on the Non-Stock Items (IN202000) form.
  • Non-Stock Item: The line is a non-stock item with a type of Non-Stock Item, Labor, Charge, or Expense defined on the Non-Stock Items form.
  • Inventory Item: The line is a stock item of any type defined on the Stock Items (IN202500) form.
    • This option is not available if the service order type of the appointment has the Route behavior on the Service Order Types form.
  • Comment: The line is a comment. You can use this type to indicate to the staff member a remark about the service. You type the comment in the Description column.
  • Instruction: The line is an instruction. You can use this type to indicate to the staff member an instruction about the service. You type the instruction in the Description column.
  • Pickup/Delivery Item: The line is a stock item defined on the Stock Items (IN202500) form of any type.
    • This option appears on the form only if the service order type of the appointment has the Route behavior on the Service Order Types form.
Inventory ID The identifier of the item if the line type is Service, Non-Stock Item, or Inventory Item.
Billing Rule The billing rule applied to the line, which is filled in by the system when you select an item. The billing rule is one of the following:
  • Time: The item of the Service type is billed based on time, with the specific time used depending on the option button selected under Run Billing For on the Billing Cycles (FS206000) form for the billing cycle assigned to the customer:
    • Appointments (that is, the billing cycle is defined to generate billing documents from appointments): The time that was spent delivering the service.
    • Service Orders (that is, the billing cycle is defined to generate billing documents from service orders): The time that was estimated to be spent on delivering the service.
    In both of these cases, the price of the service is defined for each unit of time.
  • Flat Rate: The item is billed at a fixed price, regardless of the time that was spent delivering the item. For an item of the Non-Stock or Inventory Item type, this option is selected by default and cannot be changed.
  • None: The item of the Service type is free of charge. (That is, no price is specified for the service.)
This column is available for editing if Service is selected in the Line Type column.
Description A description of the line. If the line type is Service, Non-Stock Item, or Inventory Item, the system automatically fills in this column with the description of the selected service. If the line type is Comment or Instruction, you enter a comment or instruction in this column.
Equipment Action The equipment-related action that is performed by a staff member (or multiple staff members). The following options are available:
  • Selling Model Equipment: Registers a sale of the stock item of the Model Equipment type whose identifier is selected in the Inventory ID column. When the related invoice is released, a target equipment entity corresponding to the stock item is created in the system.
  • Replacing Target Equipment: Registers the replacement of the target equipment entity specified in the next column with a new stock item of the Model Equipment type whose identifier is selected in the Inventory ID column.
  • Selling Optional Component: Registers a sale of the optional stock item of the Component type. When the related invoice is released, on the Components and Warranties tab of the Equipment (FS205000) form, the system adds a new component of the previously added target equipment entity (which you specify in the Target Equipment ID column) or of the model equipment entity (which you specify in the Model Equipment Ref. Nbr. column) that is being sold within the same order.
  • Upgrading Component: Registers the upgraded component (which replaces the default component) of a piece of model equipment (which you specify in the Model Equipment Ref. Nbr. column) during a sale of the model equipment.
  • Replacing Component: Registers the replacement of a component of the piece of target equipment specified in the Target Equipment ID column. You specify the applicable component in the Component Ref. Nbr. column.
  • N/A: Registers the sale of an inventory item in the system to the customer. If model equipment, target equipment, or a component is specified for the line, the record will not be created or modified on the Equipment form.
This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Target Equipment ID The identifier of the equipment for which the item is provided. This equipment may belong to the customer, or it may be your company’s property.This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Model Equipment Ref. Nbr. The line reference number of the model equipment for which the item is provided. This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Component ID The component of the equipment whose line reference number is selected in the Model Equipment Line Nbr. or Target Equipment ID column for which the item is provided.This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Component Ref. Nbr. The line reference number of the component of the target equipment selected in the Target Equipment ID column for which the item is provided. The line reference number is assigned to the equipment component in the Ref. Nbr. column on the Components and Warranties tab of the Equipment (FS205000) form.This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Staff Member ID The staff member that is assigned to perform the service or provide the inventory item. If no staff members are assigned or multiple staff members are assigned to perform the same service, this column is filled in with <SPLIT>.
Warranty A read-only check box that indicates (if selected) that the related target equipment or component is under warranty.This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.
Warehouse The warehouse where the stock item is stored.
Location The location in the warehouse where the stock item is stored.This column is available only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form
UOM The unit of measure of the item. When you create an appointment, and select some item in the Inventory ID column on the current tab, the system populates this column with the UOM specified in the Sales Unit box of the General tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form.
If the appointment is generated from a service contract, the system copies the unit of measure specified for the item in the UOM column on the Prices tab on the Service Contracts (FS305700) form.
Estimated Duration The total estimated time that the item is expected to last. This column is available only for the lines of the Service or Non-Stock Item type.
Estimated Quantity The estimated quantity of the item in this line.This column is available for editing only if Flat Rate or None is selected in the Billing Rule column for the line.
The column is not available for editing if a lot or serial number has been selected in the Lot/Serial Nbr. column for the stock item.
Unit Price The unit price of the line item.The price is inserted by the system according to the rules of the automatic price selection. For details, see Sales Prices: Rules of Price Selection.
If an appointment is associated with the service contract (that is, a service contract is specified in the Service Contract box of the Summary area), the system inserts in this box the price specified for the item in the Unit Price box on the Prices tab of the Service Contracts (FS305700) form.
If an expense receipt is associated with the appointment (that is, specified in the Related Doc. Type and Related Doc. Nbr. columns of the Details tab for the line item), the system inserts the value in this box depending on the state of the Billable in Svc. Doc. check box in the related expense receipt on the Expense Receipt (EP301020) form:
  • If the check box is selected, the price specified for the item in the Unit Cost box on the Details tab of the Expense Receipt form is inserted in this box. In that case, this column becomes available for editing.
  • If the check box is cleared, the system inserts 0.00 in this column for the line item. In that case, the column is not available for editing because it may be billed through the expense receipt.
Manual Price A check box that indicates (if selected) that the price for the item is defined manually.The system selects this check box if you change the value in any of the following columns: Unit Price, Ext. Price, Discount Percent, or Discount Amount.
Unit Cost The cost of one unit of the line item.
If the line has the Service or Non-Stock Item type, the system updates this column in the following order:
  • With the current cost specified in the Current Cost box on the Price/Cost tab of the Non-Stock Items (IN202000) form.
  • If applicable, with the unit cost specified in the purchase order with the Open status that has been created from the appointment or the related service order. The purchase order has been created if the Mark for PO check box is selected for the line item on the current form or on the Service Orders (FS300100) form.
  • If applicable, with the unit cost specified in the AP bill with the Open status related to the purchase order that has been created from the appointment or the service order.
If the line has the Inventory Item type, the system fills in this column with the value specified in the Estimated Unit Cost box on the Inventory Summary (IN401000) form based on the combination of the values selected in the Inventory ID and the Warehouse boxes.
If a warehouse is not specified for an inventory item on the Stock Items (IN202500) form, 0 will be inserted in this column. The system displays the unit cost only if a default warehouse is specified for the inventory item.
This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Estimated Amount The estimated amount of the transaction, which is the unit price multiplied by the estimated quantity or estimated duration, depending on the billing rule.If Flat Rate or None is selected in the Billing Rule column for the line, it is the unit price multiplied by the estimated quantity.
If Time is selected in the Billing Rule column for the service line, it is the unit price multiplied by the estimated duration.
This column is not available for editing if the appointment has the Not Started or Awaiting status.
Actual Duration The actual duration of performing the service.
If the Add to Actual Duration check box is selected on the Log tab of the current form for the log lines related to the service, the system fills in this column with the sum of the log line values of the Duration column of the Log tab. If the Add to Actual Duration check box is cleared on the Log tab for all the log lines related to the service, the system fills in this column with the value specified in the Estimated Duration column of the Details tab.
This column is available only if the appointment has the In Process or Completed status for the lines of the Service or Non-Stock Item types.
Actual Quantity The actual quantity of this line item.This column is available for editing only if Flat Rate or None is selected in the Billing Rule column for the line.
The column is not available for editing if a lot or serial number has been selected in the Lot/Serial Nbr. column for the stock item.
Actual Amount The actual amount of the transaction, which is the unit price multiplied by the actual quantity.
Free Item A check box that indicates (if selected) that the item specified in the row is a free item. If you select this check box, the system updates the values in the Unit Price, Discount Percent, Discount Amount, and Ext. Price boxes to 0.
Billable A check box that indicates (if selected) that the item will be included in the billing document. If this check box is cleared, the system selects the Free Item check box (and makes it read-only), and the line will be excluded from the billing document. For the lines with the Inventory Item selected in the Line Type column, the Billable check box cannot be cleared.
Billable Quantity The quantity of this line item to be billed, which is the estimated quantity minus the covered quantity (if a service contract is associated with the appointment).
Ext. Price This is the Actual Amount before any discount is applied.You can override this value unless the service order related to the appointment has been created from a sales order (that is, the Prepaid Item check box is selected in the line) or the item is a service contract item (that is, the Service Contract Item check box is selected in the line).
Ext. Cost The extended cost of the item, which the system calculates by multiplying the Actual Quantity of the item and its Unit Cost.
Discount Percent The line-level discount percent to be applied to the extended price of the item. The value in this box can be specified as follows:
  • You can specify the discount percent manually.
  • If the appointment was created from a service order, the system copies the discount percent of the line from the service order.
  • If you have changed the value in the Discount Amount box, the system recalculates the discount percent.
You can override this value unless the appointment has been created from a sales order (that is, the Prepaid Item check box is selected in the line) or the item is a service contract item (that is, the Service Contract Item check box is selected in the line). If the appointment was created from a service order, the changes are not applied to the service order.
Discount Amount The line-level discount amount to be applied to the extended price of the item. The value in this box can be specified as follows:
  • You can specify the discount amount manually.
  • If the appointment was created from a service order, the system copies the discount amount of the line from the service order.
  • If you have changed the value in the Discount Percent box, the system recalculates the discount amount.
You can override this value unless the appointment has been created from a sales order (that is, the Prepaid Item check box is selected in the line) or the item is a service contract item (that is, the Service Contract Item check box is selected in the line). If the appointment was created from a service order, the changes are not applied to the service order.
Billable Amount The amount to be billed for this line item. The system calculates this value as follows:
  • For the items that are not included in the related contract (that is, if the Service Contract Item check box is cleared in the line) or if the appointment has not been created for a contract, the system calculates this value as the extended price of the item minus the discount amount (if applicable).
  • For the items that are included in the related contract (that is, if the Service Contract Item check box is selected in the line), the system calculates this value as the overage unit price multiplied by the overage quantity.
Tax Category The tax category (if applicable) related to the line item. By default, it is tax category defined for the non-stock item specified in the line.
Project Task The project task with which this item is associated. If the Service Contract Item check box is not selected for this line item, the system fills in this column with the value specified for the appointment in the Default Project Task box in the Summary area of this form. If the Service Contract Item check box is selected for this line item, the system fills in this column with the value specified for the item in the Project Task column of the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. This column is available only if the identifier of the project is specified in the Project box in the Summary area of this form.
Cost Code The cost code with which this item is associated to track project costs and revenue. If the default cost code is specified in the Default Cost Code box on the Service Order Types (FS202300) form for the service order type of the appointment, the system fills in this cost code in this column. If the Service Contract Item check box is selected for this line item, the system fills in this column with the values specified for the item in the Cost Code column of the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.This column appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
Mark for PO A check box that indicates (if selected) that the item was marked for purchasing. The system copies the state of this check box from the line in the related service order on the Details tab of the Service Orders (FS300100) form.This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
PO Source This column is available for editing only if the Mark for PO check box is selected. The following options are available in the drop-down list:
  • Purchase to Service Order: Indicates that the purchase of the line item is to be handled by the service order associated with this appointment; the items to be purchased will be received at the warehouse.
  • Purchase to Appointment: Indicates that the purchase of the line item will be handled by an employee assigned to an appointment, and used in appointment.
Vendor ID The identifier of the vendor that provided the stock item.The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
PO Nbr. The number of the purchase order related to the ordered item.This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
PO Status The status of the purchase order related to the ordered item, which is one of the following:
  • Cleared: The purchase order has not yet been created in the system.
  • On Hold: The purchase order is a draft and can be edited manually.
  • Pending Approval: The purchase order has not been approved by all the assigned persons. The purchase order’s assignment for approval is performed according to the approval map selected for orders of this type on the Purchase Orders Preferences (PO101000) form.
    • This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.
  • Open: The order was processed in accordance with the settings on the Purchase Orders Preferences (PO101000) form but has not been completed yet.
  • Pending Printing: Printing is required for the document but has not been performed yet. The purchase order should be printed if the Print Order check box is selected for the vendor on the Vendors (AP303000) form.
  • Pending Email: Emailing is required for this document, but it has not been performed yet. The purchase order should be printed if the Email Order check box on the Vendors (AP303000) form is selected for the vendor.
  • Closed: All the ordered goods were received.
This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Account The sales account used for the transaction.This column is available for editing only if the line type is Service, Non-Stock Item, or Inventory Item.
If a service order type that generates project documents—that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form—is assigned to the appointment, the account cannot be specified and the account of the default account group will be used in the billing documents.
Subaccount The corresponding subaccount used for the transaction.This column is available for editing only if the line type is Service, Non-Stock Item, or Inventory Item.
If a service order type that generates project documents—that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form—is assigned to the appointment, the subaccount cannot be specified and the subaccount of the default account group will be used in the billing documents.
This column appears only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Prepaid Item A read-only check box that indicates (if selected) that the line is associated with a sales order and is paid in the sales order.
Pickup/Delivery Action The action that is performed with the item, which is one of the following:
  • Picked Up: The item is picked up during the performing of the service.
  • Delivered: The item is delivered during the performing of the service.
The option is inserted by the system depending on the option selected for the service in the Pickup/Delivery Action box on the Pickup/Delivery Item tab of the Non-Stock Items (IN202000) form.
This column appears only if the service order type of the appointment has the Route behavior specified on the Service Order Types (FS202300) form.
Pickup/Delivery Ref. Nbr. The line reference of the service in which the inventory item is picked up or delivered.This column appears only if the service order type of the appointment has the Route behavior specified on the Service Order Types (FS202300) form.
Pickup/Delivery Service ID The identifier of the service in which the inventory item is picked up or delivered.This column appears only if the service order type of the appointment has the Route behavior specified on the Service Order Types (FS202300) form.
PO Completed A check box that indicates (if selected) that the purchase order that is related to the item has been completed.This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Service Order Detail Ref. Nbr. The reference number of the item line assigned by the system on the Details tab in the service order the appointment is related to.
Covered Quantity The quantity of the line item that is covered by the service contract.
This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this appointment is part of the service contract.
Service Contract Item A check box that indicates (if selected) that the line item is included in the service contract associated with the appointment.If multiple lines with the same inventory ID are added to the tab and this item is specified on the Services per Period tab for the related service contract, this check box is selected only for the first added line. The other lines are billed as additional items at the prices specified in the Unit Price column.
This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this appointment is part of the service contract.
Overage Unit Price The price of the overage line item. This price is specified in the associated service contract.This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this appointment is part of the service contract.
Overage Quantity The quantity of the line item that exceeds the quantity that is covered by the service contract.
This column appears on the form if a service contract is specified in the Service Contract box of the Summary area of the current form, indicating that this appointment is part of the service contract.

Back to TopTaxes Tab

The table on this tab contains information related to the taxes to be paid on the appointment. The table is filled out automatically for the appointment when you click Save on the form toolbar.

  • If integration between Acumatica ERP and Avalara AvaTax has been configured in your system, when AvaTax calculates sales tax, it requires the applicable Address From and Address To. In this case, for each line on the Details tab, Acumatica ERP uses the warehouse (if applicable) specified for the line item or the branch location address of the related service order (if no warehouse is applicable) as the Address From. For Address To, Acumatica ERP uses the address specified in the Address section on the Settings tab of the Service Orders (FS300100) form. For details on the integration between Acumatica ERP and Avalara, see Setup of Online Integration with Avalara AvaTax.
  • If a service order type that generates project documents—that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form—is selected on the form, the taxes are not calculated.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Tax ID The identifier of a tax applied to the appointment.
Tax Rate The tax rate of the tax.
Taxable Amount The total taxable amount for all line items specified on the Details tab of the current form. It is calculated as the sum of taxable amounts of all lines. A taxable amount of a line item is calculated as a unit price multiplied by the actual item quantity specified in a detail line in the Unit Price and Actual Quantity columns on the Details tab.
Tax Amount The tax amount for the specific tax, which is calculated based on the taxable amount.

Back to TopStaff Tab

On this tab, you can view or specify information related to the staff members who have been already assigned to attend the appointment. You can also start and complete the logging of time for a particular staff member or members.

If the appointment is associated with the project in the Project box of the Summary area and the Restrict Employees check box is selected on the Projects (PM301000) form for this project, the staff members that are specified on this tab have to be specified on the Employees tab of the Projects form for the project.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Add Staff Opens the Add Staff dialog box, which you can use to select the staff members to be assigned to perform services associated with the appointment.
Start Opens the Perform Action dialog box with the Start action and the Staff and Service (If Any) logging option selected. In this dialog box, you can modify the logging option and the start time (which has been filled in automatically); in the table of the dialog box, you select the unlabeled check boxes for the staff members and services for which the time will be tracked for the item.
This button is available only if the appointment has the In Process status.
Complete Opens the Perform Action dialog box with the Complete action and the Service logging option selected. In this dialog box, you can modify the logging option and the end time (which has been filled in automatically); in the table of the dialog box, you make sure that the necessary unlabeled check boxes are selected in the table.
This button is available only if the appointment has the In Process status.

Table Columns

Column Description
Ref. Nbr. The three-digit number of the line with the staff member, which is assigned automatically by the system.
Staff Member The identifier of the assigned staff member.
If the type of the staff member is Vendor, the list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
Primary Driver A check box that indicates (if selected) that the staff member is a primary driver.
Detail Ref. Nbr. The reference number of the item line assigned by the system on the Details tab of the current form to which the staff member is assigned.
Inventory ID The identifier of the item that the staff member will provide.
Description A description of the item related to the staff member.
Track Time A check box that indicates (if selected) that the time is tracked for the assigned employee. The time activity is added for a staff member on the Employee Time Activities (EP307000) form, after the appointment is completed.
After the time activity is added, if you clear this check box, the system deletes the time activity. If you select it again, the system adds the time activity for the staff member.
This check box appears on the form and is automatically selected if the Automatically Create Time Activities from Appointments is selected on the Service Order Types (FS202300) form.
Earning Type The earning type that determines how the system calculates the cost of employee labor. By default, the earning type is specified as follows:
  • If the staff member is not assigned to the service in the Detail Ref. Nbr. column, or if for the service to which the staff member is assigned, the earning type has not been specified in the Default Earning Type box on the Non-Stock Items (IN202000) form, the earning type specified for the service order type of the appointment in the Default Earning Type box on the Service Order Types (FS202300) form is inserted.
  • If the staff member is assigned to the service in the Detail Ref. Nbr. column and the earning type has been specified for the service in the Default Earning Type box on the Non-Stock Items (IN202000) form, the earning type specified for the service is inserted.
This column appears on the form only if the Automatically Create Time Activities from Appointments is selected on the Service Order Types (FS202300) form.
Labor Item The non-stock item of the Labor type used as a source of expense accounts for transactions associated with projects or contracts.
By default, the system fills in this column for the employee with the value from the Labor Item box, which is located on the General Info tab in the Employee Settings section of the Employees (EP203000) form. You can override this value if necessary.
Project Task The project task with which this staff member is associated.
This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. This column is available only if the identifier of the project is specified in the Project box in the Summary area of this form.
Cost Code The cost code with which this staff member is associated to track project costs and revenue. If a service is associated with the staff member in the Inventory ID column, the system fills in this box with the cost code associated with the service in the Cost Code column of the Details tab.
This column is available only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
Type The type of the staff member, which is one of the following options:
  • Employee
  • Vendor
 This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.

Back to TopResource Equipment Tab

On this tab, you can specify and view information related to the equipment that will be used by the staff member as a resource during the appointment.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Equipment ID The identifier of the resource equipment.
Description Read-only. A description of the equipment.
Comment A brief comment related to the equipment.

Back to TopLog Tab

On this tab, you can review the log lines related to tracking the time for each service of the appointment. A log line is added automatically when you perform the Start action from the Actions menu available on the Details tab and on the Staff tab of the current form. The settings in each particular line are updated automatically, when you perform the Pause, Resume or Complete action for a corresponding line (service or travel) from the Actions menu available on the Details tab and on the Staff tab of the current form.

You can also manually add, modify, and delete the lines on this tab, and specify the time settings for each log line.

The system also adds lines to this tab automatically when an action is performed on the entire appointment, travel, or a service.

On this tab, you can also manually specify the labor that has to be billed if the service order type of the appointment is defined to generate project transactions as billing documents—that is, if Project Transactions is selected in the Generated Billing Documents box on the General tab (Billing Settings section) of the Service Order Types (FS202300) form for the service order type.

The settings related to the automatic population of this table can be specified on the Time Behavior tab of the Service Order Types (FS202300) form.


The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Log Ref. Nbr. The three-digit identifier of the line, which is assigned automatically by the system.
Staff Member The staff member for whom the time is logged.
Workgroup The workgroup to which the staff member belongs.
Log Line Status The status of the log line. The system changes the status in this line when you invoke an action in the Actions menu on the table toolbar on the Details tab for the related line or for the entire appointment. You can also change the status manually.
Travel A check box that indicates (if selected) that the log line is for travel.
Detail Ref. Nbr. The reference number of the service for which the time is logged. The number in this column corresponds to the number in the Ref. Nbr. column on the Details or Staff tab of the current form.
Inventory ID The identifier of the service for which the time is logged, which is specified for the related line in the Inventory ID column on the Details tab of the current form.
Description A description of the line. By default, the system fills in this column with the description specified for the item on the Details tab.
Start Date The actual date when the service, travel, or work of the staff member begins.
Start Time The actual time when the service, travel, or work of the staff member begins.
End Date The actual date when the service, travel, or work of the staff member ends.
End Time The actual time when the service, travel, or work of the staff member ends.
Duration The actual duration of the service, travel, or work of the staff member.
Add to Actual Duration A check box that indicates (if selected) that the time specified in the Duration column of this tab is added to the Actual Duration column of the Details tab of this form for the corresponding line item. If this check box is cleared for all lines related to the item, the system copies the time from the Estimated Duration column of the Details tab and inserts it to the Actual Duration column of the Details tab.
By default, this check box is selected for the following lines:
  • For a line, in which the Travel check box is selected and the staff member for whom the Primary Driver check box is selected on the Staff tab is specified in the Staff Member column.
  • For a line, in which a service is specified in the Detail Ref. Nbr. and Inventory ID columns.
  • For a line, in which a service is specified in the Detail Ref. Nbr. and Inventory ID columns, and additionally a staff member is specified in the Staff Member column.
You can override the default state of the check box, if necessary.
Track Time A check box that indicates (if selected) that time in this line is recorded in a time activity of the staff member.
This column appears on the form only if the Automatically Create Time Activities from Appointments check box is selected on the Service Order Types (FS202300) form.
Billable Labor A check box that indicates (if selected) that the customer is billed for the labor performed by a staff member during the appointment. By default, this check box is selected if any staff member is assigned to the line.
If the Track Time check box is selected for a line, the Billable Labor check box is selected by default, but you can clear it. If the Track Time check box is cleared for a line, the Billable Labor check box is cleared and read-only.
This column appears on the form only if the following conditions are met on the General tab of the Service Order Types (FS202300) form for the service order type of the appointment:
  • The Project Transactions option is selected in the Generated Billing Documents box of the Billing Settings section.
  • The Cost as Cost option is selected in the Billing Type box of the Billing Settings section.
  • The Automatically Create Time Activities from Appointments check box is selected in the Integrating with Time & Expenses section.
You can change the state of this check box only if the Track Time check box is selected for the line.
Billable Time The time (in hours and minutes) for which the customer will be billed.
This column appears on the form only if the following conditions are met on the General tab of the Service Order Types (FS202300) form for the service order type of the appointment:
  • The Project Transactions option is selected in the Generated Billing Documents box of the Billing Settings section.
  • The Cost as Cost option is selected in the Billing Type box of the Billing Settings section.
  • The Automatically Create Time Activities from Appointments check box is selected in the Integrating with Time & Expenses section.
Billable Amount The amount to be billed, which is calculated as Billable Time multiplied by the Unit Cost on the Profitability tab of the current form.
This column appears on the form only if the following conditions are met on the General tab of the Service Order Types (FS202300) form for the service order type of the appointment:
  • The Project Transactions option is selected in the Generated Billing Documents box of the Billing Settings section.
  • The Cost as Cost option is selected in the Billing Type box of the Billing Settings section.
  • The Automatically Create Time Activities from Appointments check box is selected in the Integrating with Time & Expenses section.
Earning Type The earning type that determines how the system calculates the cost of employee labor. By default, the earning type is specified as follows:
  • If the staff member is not assigned to the service in the Detail Ref. Nbr. column, or if for the service to which the staff member is assigned, the earning type has not been specified in the Default Earning Type box on the Non-Stock Items (IN202000) form, the earning type specified for the service order type of the appointment in the Default Earning Type box on the Service Order Types (FS202300) form is selected.
  • If the staff member is assigned to the service in the Detail Ref. Nbr. column and the earning type has been specified for the service in the Default Earning Type box on the Non-Stock Items (IN202000) form, the earning type specified for the service is selected.
This column appears on the form if the Automatically Create Time Activities from Appointments is selected on the Service Order Types (FS202300) form.
Labor Item ID The non-stock item of the Labor type used as a source of expense accounts for transactions associated with projects or contracts.
By default, the system fills in this column for the employee with the value from the Labor Item box, which is located on the General tab in the Employee Settings section of the Employees (EP203000) form. You can override this value if necessary.
Project Task The project task associated with this log line. By default, the value is inserted in this column according to the following rules:
  • If there is a line added on the Staff tab of the current form with a staff member (the Staff Member column) and the line item (the Detail Ref. Nbr. column) specified and you add a log line with the same combination of the staff member and the line item to the current tab, the system inserts the project task specified on the Staff tab to the log line. If the combination of the staff member and the line item specified in the log line is different, then the system inserts the project task specified for the corresponding line item on the Details tab.
  • If there is a line on the Staff tab with only a staff member (the Staff Member column) specified and if when adding a log line on the current tab, you specify the same staff member (the Staff Member column) but no line item (the Detail Ref. Nbr. column), the system inserts the project task specified for the line item on the Staff tab in the log line. If there is no such line on the Staff tab, then the system uses the Default Project Task specified in the Summary area of the current form.
  • If only the Detail Ref. Nbr. is specified in the log line, the system inserts the project task from the corresponding line item of the Details tab.
This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. This column is available only if the identifier of the project is specified in the Project box in the Summary area of the current form.
Cost Code The cost code with which this line is associated to track project costs and revenue.
The system inserts the cost code value according to the following rules:
  • If there is a line added on the Staff tab of the current form with a staff member (the Staff Member column) and the line item (the Detail Ref. Nbr. column) specified and you add a log line with the same combination of the staff member and the line item to the current tab, the system inserts the cost code specified on the Staff tab in this column. If the combination of the staff member and the line item specified in the log line is different, then the system inserts the cost code specified for the corresponding line item on the Details tab.
  • If there is a line on the Staff tab with only a staff member (the Staff Member column) specified and if when adding a log line on the current tab, you specify the same staff member (the Staff Member column) but no line item (the Detail Ref. Nbr. column), the system inserts the cost code specified for the line item on the Staff tab. If there is no such line on the Staff tab, then the system inserts the cost code specified in the Cost Code box on the Service Order Types (FS202300) form for the appointment’s service order type.
  • If only the Detail Ref. Nbr. is specified in the log line, the system inserts the cost code from the corresponding line item of the Details tab.
This column is available only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form, and appears only if the Inventory feature is enabled.
Time Card Ref. Nbr. The time card associated with the time activity of the staff member. If this column is empty, the time activity has not yet been added or included in any time card.
This column appears on the form only if the Automatically Create Time Activities from Appointments is selected on the Service Order Types (FS202300) form.
Approved A check box that indicates (if selected) that the time activities related to the appointment have been approved by an employee assigned to do so.
This column appears on the form only if the Automatically Create Time Activities from Appointments check box is selected on the Service Order Types (FS202300) form.
Manage Time Manually A check box that indicates (if selected) that the system does not change the time you specify manually in the Start Date, Start Time, End Date, End Time or Duration columns of the current row, even if the Update Log Start Time When Appointment Start Time Is Updated or Update Log End Time When Appointment End Time Is Updated check box is selected on the Service Order Types (FS202300) form for the service order type of the appointment. Also, when you complete the appointment, the system does not change the End Time if the line has the In Process status and an option other than In Process is selected in the Status to Set for In Process Items box on the Service Order Types (FS202300) form.
This check box is available only if the Manage Time Manually check box is selected for the service order type on the Service Order Types (FS202300) form.
The system automatically selects this check box, if you specify the date and time manually in the Start Date, Start Time, End Date, End Time or Duration columns of the current row.

Back to TopFinancial Tab

On this tab, you can view and edit the billing and commission information of the appointment.

Financial Information Section

Element Description
Branch The branch that handles the appointment.
For a branch of a company with the Without Branches type, when you click the Edit button, the system will open the company on the Companies (CS101500) form if the Multibranch Support feature is disabled. If the Multibranch Support feature is enabled, the system will open the branch on the Branches (CS102000) form.
Billing Customer The customer that will be billed for the service.
If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of customers may be limited based on the branch specified for the document. A customer is available for selection if the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form is empty or contains the branch specified in this document (or the company or company group that contains the branch specified in this document).
Billing Location The customer location related to the billing process.
Customer Tax Zone The tax zone to be used to calculate the taxes for the document. The system inserts the tax zone by using the first applicable rule it finds from the following:
  1. If the appointment is related to a particular project (that is, if a project is selected in the Summary area of the current form) and the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form, the system copies the project's tax zone from the Revenue Tax Zone box on the Addresses tab of the Projects (PM301000) form.
  2. If the appointment was created from a service order that has a tax zone specified on the Financial tab of the Service Orders (FS300100) form, the system copies the tax zone specified for this service order.
  3. If the system has not yet found an applicable rule, the system searches for a tax zone that matches the range of postal codes specified on the Ship-To Addresses tab of the Tax Zones (TX206000) form. If no tax zone is found, the system continues searching for a tax zone that matches the state of the shipping address. If no tax zone is found, the system searches for a tax zone that matches the country of the shipping address. For details, see Tax Zones and Categories: Automatic Assignment of a Tax Zone in Documents.
    4. If the postal code is not mapped to any tax zone, the customer tax zone is the tax zone assigned to the selling branch. The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form.
Tax Exemption Number The exemption certificate number of the selected customer, which is used if your system is integrated with an external tax provider. By default, the value is pulled from the customer’s location, but you can override it on the document level, if needed. The box appears on the form if the External Tax Calculation Integration feature has been enabled on the Enable/Disable Features (CS100000) form.
Tax Exemption Type The entity usage type of the customer location, which is used for the appointment. By default, the system copies the value of this box from the customer record.
This box appears on the form only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Calculation Mode The tax calculation mode that will be used for the appointment.
This box contains one of the following options:
  • Tax Settings (default): The record uses the settings of the selected customer, or of the customer’s location if the Business Account Locations feature has been enabled on the Enable/Disable Features (CS100000) form.
  • Gross: The tax amount is included in the item price.
  • Net: The tax amount is not included in the item price.
This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features form.
Billing By A read-only setting indicates a billing cycle that has the Appointments or Service Orders option button selected under Run Billing For on the Billing Cycles (FS206000) form.
Salesperson The salesperson assigned to the customer.
If a service order type that generates project documents—that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form—is selected on the current form, the salesperson cannot be specified.
Commissionable A check box that indicates (if selected) that commission is paid to the salesperson.
If a service order type that generates project documents—that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form—is selected on the current form, this check box cannot be selected.

Back to TopProfitability Tab

On this tab, you can view profitability and cost for each staff member (labor line), service, non-stock item, and stock item included in the appointment. All columns on this tab are read-only.

Table Columns

Column Description
Ref. Nbr. The identifier assigned to the service, non-stock item, stock item, or staff member on the Details or Staff tab, respectively.
Line Type The type of the line involved in the appointment. The line type can be one of the following:
  • Service: The line is a service.
  • Inventory Item: The line is a stock item.
  • Non-Stock Item: The line is a non-stock item.
  • Labor: The line is associated with a staff member.
Inventory ID The identifier of the item of the line.
Description A description of the item of the line.
Staff Member The staff member related to the item of the line.
Unit Price The price of the specified unit of this line item.
The system fills in this column if the line has the Service, Inventory Item, or Non-Stock Item type. The price is inserted by the system according to the rules of automatic price selection.
Unit Cost The cost of one unit of the item.
If the line type is Inventory Item, the system fills in this column with the average cost specified in the Average Cost box of the Stock Items (IN202500) form. The system updates this column when the inventory item (stock item) is issued with the cost specified in the Unit Cost column on the Details tab of the Issues (IN302000) form in the related issue.
If the line type is Service or Non-Stock Item, the system fills in this column with the current cost specified in the Current Cost box of the Non-Stock Items (IN202000) form. If this non-stock item is part of a purchase order (that is, the Mark for PO check box is selected on the Service Orders (FS300100) form for the line in the related service order) and the unit cost has been overwritten in the Unit Cost box on the Details tab, the system updates this column with the new value.
If the line type is Labor, the system fills in this column with the cost specified in the Rate column on the Labor Rates (PM209900) form for the employee.
The system calculates the labor cost for a staff member for an appointment only if the Employee or Labor Item labor rate type and the Hourly type of employment are assigned to the staff member on the Labor Rates (PM209900) form. When calculating, the system considers the combination of the Employee and Labor Item values.
Estimated Quantity The estimated quantity of this line item.
If the line has the Service, Non-Stock Item, or Inventory Item type, the system fills in this column with the value specified in the Estimated Quantity column on the Details tab, respectively.
Estimated Amount The estimated amount of the transaction, which is the unit price multiplied by the estimated quantity.
If the line has the Service, Non-Stock Item, or Inventory Item type, the system fills in this column with the value specified in the Estimated Amount column on the Details tab, respectively.
Actual Duration The actual duration of performing the service.
If the line has the Service or Labor type, the system fills in this column with the value specified in the Duration column on the Log tab.
Actual Quantity The actual quantity of this line item. The system fills in this column for the line item with the value specified in the Actual Quantity column on the Details tab.
Actual Amount The actual amount of the transaction, which is the unit price multiplied by the quantity.
If the line has the Service, Non-Stock Item, or Inventory Item type, the system fills in this column with the value specified in the Actual Amount column on the Details tab, respectively.
Ext. Cost The extended cost, that is the unit cost (the value in the Unit Cost column) multiplied by the actual quantity (the value in the Actual Quantity column).
Billable Quantity The quantity of this line item to be billed.
If the line has the Service, Non-Stock Item, or Inventory Item type, the system fills in this column with the value specified in the Billable Quantity column on the Details tab.
If the line has the Labor type, the system fills in this column with 0.
Billable Amount The amount to be billed for this line item.
If the line has the Service, Non-Stock Item, or Inventory Item type, the system fills in this column with the value that is calculated as Billable Quantity multiplied by Unit Price.
If the line has the Labor type, it is always 0.
Profit The amount of profit received from providing the item, which is calculated as 
'''Billable Amount '''–''' Ext.Cost'''

This system calculates this value if the line has the Service, Non-Stock Item, or Inventory Item type.
Profit Markup (%) The percent of profit received from providing the item, which is calculated as 
'''Billable Amount''' –''' Ext.Cost''' /''' Ext.Cost''' * 100
For example, if Billable Amount is $200 and Ext.Cost is $100, the profit is $100, which is 100%.
This system calculates this value if the line has the Service, Non-Stock Item, or Inventory Item type.
Profit Margin (%) The profit margin of the line item, expressed as a percent. The system calculates this value as follows.
('''Billable Amount''' - '''Ext. Cost''') / '''Billable Amount''' * 100

Back to TopAttributes Tab

On this tab, you can view the list of attributes for the appointment, specify the values of the attributes, and change these values, if necessary. The system fills in this tab as follows:

  • If this appointment has been created before a service order has been created for this appointment, this tab is populated when you select the service order type with the list of attributes defined for the selected service order type on the Attributes tab of the Service Order Types (FS202300) form. The system inserts a value for a listed attribute only if it has been specified as the default value of the attribute for the service order type.
  • If this appointment has been created from a service order, the tab is populated upon creation with the attributes (and their values) defined for the service order on the Attributes tab of the Service Orders (FS300100) form. If you change the values of any attribute on this tab for the appointment, this change will not affect the value of the attribute in the related service order.
  • If the appointment has been generated from a service contract schedule or a route service contract schedule, the tab is populated upon creation with the attributes (and their values) defined for this contract schedule on the Attributes tab of the Service Contract Schedules (FS305100) or Route Service Contract Schedules (FS305600) form, respectively.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Attribute The description of the attribute.
Required A read-only check box that indicates (if selected) that a value must be specified for the attribute. This setting is copied from the Attributes tab of the Service Order Types form for the selected service order type.
Value The value of the attribute. If the system has inserted a default value for the attribute, you can overwrite it, if necessary. The default value is defined on the Attributes tab of the Service Order Types form for the selected service order type.

Back to TopDelivery Notes Tab

This tab appears on the form only if the applicable service type has the Route appointment behavior. The tab contains an area where you can add delivery notes. The area consists of the following:

  • The formatting toolbar, with buttons you use to edit text, change its typographical treatment, and format it. You can also use buttons to add files and insert images.
  • The Message text box, where you can enter a detailed description or comment on the appointment. You can type the description here and edit it by using the buttons on the formatting toolbar.

Back to TopPrepayments Tab

On this tab, you can view the summary settings of all prepayments associated with the appointment and its service order, and the list of these prepayments. You can also as well as initiate the creation of a prepayment.

This tab appears on the form only if the following conditions are met:

  • A service order type that generates sales documents is selected for the appointment. That is, the Sales Orders or SO Invoices option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form for the service order type.
  • The appointment is not associated with a standardized billing service contract in the Service Contract box of this form.

This tab also appears if a service order type that generates project documents—that is, a service order type for which the Project Transactions option is selected in the Generated Billing Documents box on the Service Order Types (FS202300) form—is selected on the current form, but in this case, prepayments cannot be applied to the appointment.

Prepayments Elements

Element Description
Prepayment Received The sum of the amounts of the prepayments associated with the service order.
Prepayment Remaining The sum of the available balances of the prepayments associated with the service order.
Service Order Unpaid Balance The unpaid balance of the total amount estimated on the service order. This amount is the value in the Service Order Total box of the Summary area minus the value in the Payment Received box of the Prepayments tab.
Service Order Billable Unpaid Balance The unpaid balance of the total amount that has been completed so far (and is thus billable); this amount is the value in the Billable Total box minus the value in the Payment Received box of the Prepayments tab.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Create Prepayment Opens the Payments and Applications (AR302000) form, where you can enter the prepayment for the appointment.
View Payment Opens the Payments and Applications (AR302000) form with the details of the prepayment that you have selected (by clicking it) in the table of the tab.

Table Columns

Column Description
Type The type of the document, which is Prepayment.
Reference Nbr. The reference number of the prepayment associated with the service order. You can click the link in this column to open the Payments and Applications (AR302000) form, on which you can view the full details of the prepayment.
Status The status of the prepayment, which is assigned automatically and can be one of the following options: On Hold, Balanced, Open, Reserved, Closed, or Voided.
Application Date The date when the prepayment was applied to the service order.
Payment Ref. A secondary prepayment reference identifier, which can be a system-generated number or an external reference number entered manually (such as a bank check number).
Payment Method The customer’s default payment method.
Cash Account The cash account associated with the prepayment.
Payment Amount The total amount of the prepayment.
Applied to Orders The amount of the prepayment applied to the service order associated with this appointment.
Available Balance The amount of the prepayment that is available to be applied.
Currency The currency of the prepayment.
Source Appointment Nbr. The reference number of the appointment for which the prepayment has been received.
The system fills in this column if the prepayment has been created from the appointment (that is, if the user has created it by clicking Create Prepayment on the current tab of this form).

Back to TopTotals Tab

On this tab, you can view the total amounts related to the appointment and the service order for which the appointment has been created.

Appointment Totals Section

In this section, you can view totals related to the appointment.

Element Description
Estimated Total The estimated total price of the appointment, which is the sum of the estimated amounts of all line items on the Details tab.
Estimated Cost Total The estimated cost total of the appointment, which is the sum of the amounts in the Estimated Cost column of all line items on the Profitability tab.
Ext. Price Total The total price of the appointment, which is the sum of the amounts of the Actual Amount column of all line items on the Details tab.
Actual Billable Total The total price of the appointment without tax calculations, which is the sum of the values in the Billable Amount column of the Details tab.
Billable Labor Total The total billable amount of the labor lines, which is calculated as the sum of the values in the Billable Total column on the Log tab.
Actual Tax Total The total amount of tax paid for the appointment, which is the sum of the tax amounts of all lines on the Tax Details tab of the current form.
VAT Exempt Total The total amount that is exempt from VAT.
VAT Taxable Total The total amount of VAT paid for the appointment.
Invoice Total The total amount paid for the appointment, that is the Actual Billable Total, which is the sum of the amounts of the Billable Amount column of the Details tab of the current form plus the Actual Tax Total amount, which is the sum of the tax amounts of all lines on the Tax Details tab of the current form.
Appointment Billable Total The billable total amount based on the customer’s billing cycle on the Billing Cycles (FS206000) form as follows:
  • If the billing cycle is set to generate invoices from service orders, the billable total will not include appointment totals. That is, the total amount will be 0.
  • If the billing cycle is set to generate invoices from appointments, the billable total will include the appointment total only once the appointment is completed or closed.
Cost Total The total cost of the transactions on all items, which is calculated as the sum of the values on the Ext. Cost column on the Profitability tab.

Service Order Totals Section

In this section, you can view totals of the service order related to the appointment.

Element Description
Estimated Total The estimated total amount of the related service order, which is calculated as the sum of the Estimated Billable Total and the Estimated Tax Total amounts of the Summary area on the Service Orders (FS300100) form.
Invoice Total The service order billable total amount, which is based on the settings of the customer’s billing cycle on the Billing Cycles (FS206000) form as follows:
  • If the billing cycle is set up to run billing for appointments, this is the sum of the Invoice Total amounts of all appointments related to a particular service order. For each appointment, the Invoice Total box is shown in the Summary area of the current form.
  • If the billing cycle is set up to run billing for service orders, this is the amount shown in the Estimated Total box in the Summary area on the Service Orders (FS300100) form.

Profit Ratios Section

In this section, you can view totals of the service order related to the appointment.

Element Description
Profit Markup (%) The percent of profit received from providing all items. The system calculates this value as follows: 
('''Actual Billable Total'''–'''Cost Total''')/'''Cost Total'''*100
Profit Margin (%) The total profit margin. The system calculates this value as follows: 
('''Actual Billable Total'''–'''Cost Total''')/'''Actual Billable Total'''*100
based on the amounts shown on the current tab.

Prepayment Totals Section

In this section, you can view the totals of the prepayments received for the appointment.

This tab section on the form only if the service order type that generates SO documents (that is, the Sales Orders or SO Invoices option is selected under the Generated Billing Documents box on the Service Order Types (FS202300) form for the service order type of the appointment) is selected on the form.

Element Description
Prepayment Received The sum of the amounts of the prepayments associated with the appointment.
Prepayment Applied The sum of the values in the Applied to Orders column on the Prepayments tab of the associated prepayments on the Service Orders (FS300100) form.
Prepayment Remaining The sum of the available balances of the prepayments associated with the service order or appointment.
Service Order Unpaid Balance The unpaid balance of the total amount estimated on the service order. This amount is the value in the Service Order Total box minus the value in the Payment Received box of the Prepayment tab.
Service Order Billable Unpaid Balance The unpaid balance of the total amount that has been completed so far (and thus is billable); this amount is the value in the Service Order Billable Total box minus the value in the Payment Received box of the Prepayment tab.

Back to TopBilling Documents Tab

On this tab, you can view the basic settings of the billing documents that have been generated from the appointment and its related service order (including the documents of the Deleted status).

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Batch Number The number of the posting batch document, which is a link that you can click to navigate to the Service Billing Batches (FS305800) form to view the batch.
Doc. Type The type of the document that has been generated, which is one of the following:
  • AR Invoice: The generated document is an AR invoice or a credit memo.
  • AP Bill: The generated document is an AP bill.
  • Sales Order: The generated document is a sales order of the type that is specified in the Order Type for Billing or Order Type for Negative Balance Billing box of the Service Management Preferences (FS100100) form.
  • SO Invoice: The generated document is an SO invoice or a credit memo.
  • Project: The generated document is a project transaction; if the appointment has any stock items, an issue is also generated.
Reference Nbr. The link of the document generated in the system, which you can click to view its details on the applicable form. The link consists of the abbreviation of the generated document and its reference number.
Description The description of the document.
Date The date of the document.
For the project transaction, the date column is empty as this field is not available on the document.
Status The status of the document.

Back to TopOther

On this tab, you can view location information, signature details, information about the document from which the appointment was created, details of the billing documents generated for the appointment, and route information.

At the bottom of this tab is an area that you can use to add a comment to the appointment. The area consists of the following:

  • The formatting toolbar, with buttons you can use to edit text, change its typographical treatment, and format it. You can also use buttons to add files and insert images.
  • The Message text box, where you can enter a detailed description or comment on the service order. You can type the description here and edit it using the buttons on the formatting toolbar.

Source Info Area

This area contains details about the document from which the appointment is created. All the boxes in this section are read-only.

Element Description
Document Type The type of the document that is the source of the service order related to this appointment. The system fills in this box when the appointment is created with one of the following options:
  • FS Order: The service order was created on the Service Orders (FS300100) form, or this appointment was created directly on the current form (thus causing a service order to be created automatically).
  • SO Order: The service order for which the appointment was scheduled was created from a sales order on the Sales Orders (SO301000) form.
  • Case: The service order for which the appointment was scheduled was created from a case on the Cases (CR306000) form.
  • Opportunities: The service order for which the appointment was scheduled was created from an opportunity on the Opportunities (CR304000) form.
Reference Nbr. The reference number of the document from which the service order (that is, the service order that is related to the appointment) has been created.
Source Service Contract ID The identifier of the service contract or route service contract if the appointment was generated from a contract schedule. You can click this link to view the contract on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form, respectively.
Source Schedule ID The identifier of the service contract schedule or route service contract schedule if the appointment was generated from a contract schedule. You can click this link to view the schedule on the Service Contract Schedules (FS305100) or Route Service Contract Schedules (FS305600) form.
Recurrence Description The description of the recurrence setting of the service contract schedule specified in the Source Schedule ID box.

Location Section

In this section, you can review the GPS coordinates of the appointment. All the boxes in this section are read-only; the system inserts the values from the Location Tracking History (SM202000) form that were last recorded before the appointment was started or completed.

  • For values to be displayed in this section, for each user who starts or completes the appointment, on the Location Tracking tab of the Users (SM201010) form, the Track Location check box has to be selected, and the times of the appointment have to be included in the time range specified in the table.
  • The accuracy of the values in this section depends on the settings specified in the Tracking Frequency and Distance Frequency boxes on the Location Tracking tab of the Users (SM201010) form.

The GPS coordinates related to the appointment are displayed only if the Track Start and Completion Appointment Locations check box is selected on the Calendars and Maps tab of the Service Management Preferences (FS100100) form.

Element Description
Appointment Location The latitude and longitude of the appointment location.
This value is displayed in the following cases:
Start Location The latitude and longitude of the appointment’s start location, which the system copies from the Location Tracking History (SM202000) form. The system copies the latest recorded location captured by the Acumatica mobile app. The latitude and longitude is recorded when an employee taps Start on the Appointments screen in the Acumatica mobile app.
To enable the location tracking functionality for a user, on the Location Tracking tab of the Users (SM201010) form, select the Track Location check box. To improve the accuracy of the location recording, specify the values in the Tracing Frequency and Distance Frequency boxes.
End Location The latitude and longitude of the appointment’s end location, which the system copies from the Location Tracking History (SM202000) form. The system copies the latest recorded location captured by the Acumatica mobile app. The latitude and longitude is recorded when an employee taps Complete on the Appointments screen in the Acumatica mobile app.
To enable the location tracking functionality for a user, on the Location Tracking tab of the Users (SM201010) form, select the Track Location check box. To improve the accuracy of the location recording, specify the values in the Tracing Frequency and Distance Frequency boxes.
View on Map A button that you click to view the appointment location on a map, which is opened in a new tab.

Route Info Section

This section is available only for appointments with a service order type that has the Route behavior specified on the Service Order Types (FS202300) form. On this tab, you can view information about the route of the appointment.

All the boxes in this section are read-only.

Element Description
Route ID The identifier of the route, which you can click to view the route details on the Routes (FS203700) form.
Route Nbr. The reference number of the route execution, which you can click to view the route execution details on the Route Document Details (FS304000) form.

Signature Section

Element Description
Full Name The first and last names of the customer.