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.

Note: You can also define vendors as staff members if this may be needed for any particular services in your company. In these cases, the vendor performs these services on behalf of your company rather than an employee of your company doing so.

In this activity, you will learn how to define an employee as a staff member. You will change the settings of an employee so that it becomes available on the 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 any 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, the following tasks have been performed for the purposes of this 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 that is going to perform services in your company as a service management staff member.

Note: 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 defining an employee as a staff member, do the following:

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

Step: Defining Employee as a Staff Member

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

On the Employees (EP203000) form, open the EP00000041 - Mason Randall employee.
In the Employee Settings section of the General tab, 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 deliver the services of the SweetLife Fruits & Jams company, and be sure the list includes the employee whose settings you have changed.