Appointment Closing

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.

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 available only if the appointment has the In Process status.

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

Opens the Bills and Adjustments (AP301000) form on which you can create an AP bill.

Opens the Create Purchase Orders (PO505000) form on which you can create a purchase order.

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.

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

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.

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 of the Appointments (FS300200) form, 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 (FS202300) 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 (FS206000) 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.

Opens the Inventory Updates (FS500500) form, on which you can generate inventory documents for items transferred during the appointment.

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.

The customer location where the appointment was attended.

This box is available only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

• Open (default): The service has been created.
• In Process: The service is currently being attended.
• Canceled: The service is canceled.
• Completed: All the administrative activities related to the service have been completed.

• Service (default): The line is a service.
• Comment: The line is a comment. You can use this type to indicate to the staff member a remark about the service. You type a 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 an instruction in the Description column.
• Non-Stock Item: The line is a non-stock item defined on the Non-Stock Items (IN202000) form with a type of Non-Stock Item, Labor, Charge, or Expense.