Appointments

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 staff members for which the travel is completed.

This button is available only if any line with the Travel check box selected has the In Process status on the Log tab.

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 button is available only if the appointment has the Not Started status.

This command is not available when the service order related to the selected appointment has the Closed status.

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 this action has been invoked.

This button is available only if the appointment has the Completed status.

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 system configuration on the Time Behavior tab of the Service Order Types form for the service order type of the appointment, when you select this action, the system specifies particular settings for the appointment.

This button is available only if the appointment has the In Process status.

Opens the Create Purchase Orders (PO505000) form on which you can create a purchase order. This action is available only when the Mark for PO check box is selected for items listed on the Details tab of the form.

This button is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

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 the 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 invoke this action, the system specifies 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.

This command is available if the appointment has been confirmed (that is, if the Confirmed check box is selected on the Settings tab), a service or services has been added to the appointment on the Details tab, and at least one staff member has been added on the Staff tab.

This command is available after staff members have been assigned to the appointment.

This command is available if the appointment has been confirmed and if services and staff members have not been assigned yet.

This command is available if the appointment has been signed by using the mobile application.

Changes the status of the appointment to On Hold. You click this button when you want to make changes to the document.

This button is available if the appointment has the Not Started status.

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 In Process status to Paused and inserts the current time in the End Time column on the Log tab for a paused line or lines.

This button is available if the appointment has the In Process status.

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 button 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, the Appointments option button is selected in the Run Billing For section of the Billing Cycles (FS206000) form for the billing cycle.
• The appointment has the Completed or Closed status.

This command appears only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Changes the status of the document from On Hold to Not Started. This button is available if the document has the On Hold status.

Changes the status of the appointment and all the lines on the Details tab to Not Started, which is the initial status of appointments. The appointment can now be started, canceled, or completed.

This button is available only if the appointment has the Completed or Cancel status.

Changes the status of the appointment to In Process. On the Log tab, changes the status of all lines with the Paused status to Completed, and for each resumed line, creates a new line with the In Process status and inserts the current time in the Start Time column.

This button is available if the appointment has the Paused status.

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.

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 documents generation settings). The system also shows a record about the created document on the Billing Documents tab of the current form.

This button 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 form, this button 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 form for the billing cycle assigned to the customer, this button is available only if the service order associated with the appointment has the Completed or Closed status on the Service Orders (FS300100) form.

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 system configuration on the Time Behavior tab of the Service Order Types form for the service order type of the appointment, when you select this action, the system specifies particular settings for the appointment.

This button is available only if the appointment has the Not Started status.

Changes the status of the appointment to Completed after an appointment has already been closed.

This button is available only if the appointment has the Closed status and the billing document has not been generated for the appointment yet.

The action that is going to be performed. The Start and Complete options are available.

The system selects the option based on the action that you invoked to open the dialog box. You can change the action manually in this box.

• 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 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 form for the service order type of the appointment

  On the Log tab, lines are created for each staff member with the selected check boxes in the Travel column.

  This option is selected by default when you click a travel item and click the Start or Complete button on the Details tab or invoke the Start Travel or Complete Travel action 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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

A check box that indicates (if selected) that when quick processing is run for the appointment, the system creates an SO 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.

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 sales order type on the Order Types (SO201000) form. For details, see Quick Processing of Sales Orders.

This check box appears on the form only if the Allow Quick Process check box is selected on the Order Types form for the order type selected in the Order Type for Billing box on the General tab of the Service Order Types form.

The Use Sales Order Quick Processing check box is available if the Prepare Invoice check box is cleared.

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 form, the SO Invoices option is selected under Generated Billing Documents.
• All of the following subconditions are met:
  • On the General tab of the Service Order Types form, the Sales Orders option is selected under Generated Billing Documents.
  • On the General tab of the Service Order Types form, 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.

A box for searching for the company's address.

You can find the address by doing the following:

• 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.

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.

• 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.

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.

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 of the Route behavior specified on the Service Order Types form is selected in the Service Order Type box.

The customer associated with the appointment.

This box is not available if a service order type with the Internal Appointment behavior (specified on the Service Order Types form) is selected in the Service Order Type box.

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 (specified on the Service Order Types form) is selected in the Service Order Type box.

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 form.

The standardized billing service contract associated with the appointment.

This box appears on the form if the billing cycle assigned to the customer is defined to generate invoices from appointments on the Billing Cycles (FS206000) form, the specified customer has an active contract, and the Standardized Plus Usage/Overage Billings type is selected for this contract on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.

The billing period of the service contract associated with the appointment. The system fills in this box with the active period of the service contract specified in the Service Contract box.

This box appears on the form if a service contract is specified in the Service Contract box.

The project associated with the appointment.

If a service contract is associated with this appointment, the system fills in this box with the project associated with the service contract—that is, the project specified in the Project box on the Service Contracts or Route Service Contracts form. If the Service Contract box is empty, by default, the non-project code is selected in this box.

This box appears on the form only if the Projects feature is enabled on the Enable/Disable Features form.

The project task that is assigned by default to each new service, non-stock item, picked-up item, or delivered item associated with the appointment.

If for the project selected in the Project box, a default project task is specified on the Task tab of the Projects (PM301000) form, the system fills in this value in this box. If a service contract is associated with this appointment (that is, if one is selected in the Service Contract box), the system fills in this box with the default project task associated with the service contract, which is the task selected in the Default Project Task box on the Service Contracts or Route Service Contracts form.

This box appears on the form only if the identifier of a project is selected in the Project box.

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 form for the service order type of the appointment.

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 form.

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.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which 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.

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 Integration with Web Map Services.

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 MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

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 MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

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 form is selected in the Service Order Type box of the Summary area.

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 form is selected in the Service Order Type box of the Summary area.

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.

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.

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 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.

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.

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.

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.

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.

This column is available only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form

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.

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.

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.

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.

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.

• Employee
• Vendor

The identifier of the staff member.

This column appears only if the Multibranch Support feature is enabled on the Enable/Disable Features form.

• 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 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 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.

• 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.

• 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 From 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 per unit of time.

• Flat Rate: The item is billed 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.

• 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 form.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.

This column is available only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form

This column is available only for the lines of the Service or Non-Stock Item type.

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.

If the service contract is not associated with the appointment, the price is inserted by the system according the rules of automatic price selection. For details, see Automatic Price Selection: Rules of Price Selection.

If the service contract is associated with the appointment, the price specified for the item in the Unit Price box on the Prices tab of the Service Contracts (FS305700) form is inserted in this box.

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.

The cost of one unit of the line item.

For lines of the Service and Non-stock Item types, the system updates this box 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, which has been created from the appointment or the related service order (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, which has been created from the appointment or the service order.

For lines of 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.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.

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.

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.

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.

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).

• 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.

• 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.

• 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.

This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features 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.

This column appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features form.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

• 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.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.

• 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 form.

• Open: The order was processed in accordance with the settings on the Purchase Orders Preferences 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 Orders 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 Send Orders by Email check box on the Vendors 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 form.

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 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.

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 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 form.

• 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 form.

This column appears only if the service order type of the appointment has the Route behavior specified on the Service Order Types form.

This column appears only if the service order type of the appointment has the Route behavior specified on the Service Order Types form.

This column appears only if the service order type of the appointment has the Route behavior specified on the Service Order Types form.

This column appears on the form only if the Inventory feature is enabled on the Enable/Disable Features form.

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.

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.

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.

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.

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.

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.

The identifier of the assigned staff member.

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.

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 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 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 form.

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.

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 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.

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 form.

This column appears only if the Inventory feature is enabled on the Enable/Disable Features form.

The type of the staff member, which is one of the following options:

• Employee
• Vendor

By default, this column is hidden.

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.

You can override the default state of the check box, if necessary.

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 form.

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 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.

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 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.

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 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.

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 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 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 form.

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.

The project task with which this log line is associated.

This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features 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.

The cost code with which this line is associated to track project costs and revenue. If an item is associated with the log line in the Inventory ID column on the Log tab, 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 form.

This column appears only if the Inventory feature is enabled on the Enable/Disable Features form.

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 form.

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 is selected on the Service Order Types form.

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 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 form.

The branch that handles the appointment.

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).

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 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. The postal codes included in a particular tax code are specified on the Ship-To Addresses tab of the Tax Zones form. For details, see Tax Zones and Categories: Automatic Assignment of a Tax Zone in Documents. 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.

The tax calculation mode that will be used for the appointment.

The billing cycle that is applied to the appointment.

If the Manage Multiple Billing Options per Customer check box is selected on the Service Management Preferences (FS100100) form, this box is filled in with the billing cycle specified for the customer of the service order in the Billing Cycle box on the Customers (AR303000) form. If this check box is cleared, the system fills in this box with the billing cycle specified for the service order type on the Service Billing tab of the Customers form.

The salesperson assigned to the customer.

If a service order type that generates project docu ments (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 form) is selected on the current form, the salesperson cannot be specified.

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 form) is selected on the current form, this check box cannot be selected.

• 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.

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.

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 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.

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.

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.

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.

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).

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.

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.

Billable Amount – Ext.Cost

This system calculates this value if the line has the Service, Non-Stock Item, or Inventory Item type.

Billable Amount – Ext.Cost / Ext.Cost * 100

This system calculates this value if the line has the Service, Non-Stock Item, or Inventory Item type.

(Billable Amount - Ext. Cost) / Billable Amount * 100

The reference number of the appointment for which the prepayment has been received.

The system fills in this box if the prepayment has been created from the appointment (that is, if the user has created it by clicking Create Prepayment on the Prepayments tab of this form).

• If the billing cycle is set to generate invoices from service orders on the Billing Cycles (FS206000) form, the billable total will not include appointment totals. That is, the amount will be zero.
• If the billing cycle is set to generate invoices from appointments on the Billing Cycles form, the billable total will include the appointment total only once the appointment is completed or closed.

• If the billing cycle of the customer is set up to run billing for appointments on the Billing Cycles (FS206000) form, 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 of the customer is set up to run billing for a service order on the Billing Cycles (FS206000) form, this is the amount shown in the Estimated Total box in the Summary area on the Service Orders (FS300100) form.

(Actual Billable Total–Cost Total)/Cost Total*100

(Actual Billable Total–Cost Total)/Actual Billable Total*100

A check box that indicates (if selected) that a billing document can be generated for the appointment.

If this check box is selected, you cannot add or delete lines on the Details tab. You also cannot modify the values in the Estimated Quantity and Estimated Hours columns of this tab.

• 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.

• FS Order: The service order was created on 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.