Staff Members: Implementation Activity

Only staff members can be assigned to appointments. To be able to use particular employees on service management forms, you have to define these employees as staff members.

Tip: You can also define vendors as staff members when certain services are performed by external providers rather than by your company’s employees. In such cases, the vendor delivers the service on behalf of your company.

In this activity, you will learn how to define an employee as a staff member by updating their settings. After the change, the employee will be available for selection on service management forms.

Attention: This activity is based on the U100 dataset. If you are using another dataset or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Service and Equipment Sales Center needs to define a new employee as a staff member, so that it can be assigned to appointments in MYOB Acumatica.

Configuration Overview

In the U100 dataset, which you'll use to complete this lesson, the following setup has been configured. These settings ensure that the environment is ready for performing the activity:

The minimum system configuration is performed as described in Company Without Branches: General Information.
The minimum configuration of the service management functionality is performed as described in Basic Service Management Configuration: Implementation Activity.
On the Users (SM201010) form, the myers user account has been created, and the EP00000041 (Mason Randall) employee has been associated with the user account. That is, the employee name has been selected in the Linked Entity box.
On the Employees (EP203000) form, EP00000041 - Mason Randall has been defined.

Process Overview

On the Employees (EP203000) form, you will define an employee who will perform services in your company as a service management staff member.

Tip: You can go directly to this form, as described in the step below, or open the Staff (FS205500) form, click Add Employee on the table toolbar, and then perform Instructions 2–4 of the step below.

System Preparation

Before you start this activity, do the following:

Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as a system administrator by using the gibbs username and the 123 password.
On the Company and Branch Selection menu in the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.
Make sure that the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

Step: Defining Employee as a Staff Member

To define the EP00000041 - Mason Randall employee as a staff member who can perform services, do the following:

On the Employees (EP203000) form, open the EP00000041 - Mason Randall employee.
On the General tab (Additional Settings section), select the Staff Member in Service Management check box.
On the form toolbar, click Save.
On the Staff (FS205500) form, view the list of staff members who can provide services for the SweetLife Fruits & Jams company, and make sure the list includes the employee whose settings you have modified.