Appointment Summary

Form ID: (FS400100)

On this form, you can see the appointments defined in the system and their details.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

You can use the elements in this area to view in the table the data that is most relevant to your needs for information. Most of these boxes can be left blank to view a broader range of information.

Table 1. Selection Elements
Element	Description
Branch	The branch for which you want to view appointments.
Branch Location	The branch location for which you want to view appointments.
Customer	The customer for which you want to view appointments. The list of customers 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 Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true: The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer, 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 branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Location	The customer location for which you want to view appointments.
Service Order Nbr.	The number of the service order for which you want to view appointments.
Service Contract ID	The identifier of the contract for which you want to view appointments.
Schedule ID	The identifier of the schedule for the service contract for which you want to view appointments.
Staff Member	The staff member for whom you want to view appointments.
Resource Equipment	The resource equipment for which you want to view appointments.
From Scheduled Date	The start date of the date range when appointments that you want to view are scheduled.
To Scheduled Date	The end date of the date range when appointments that you want to view are scheduled.

Table

This table displays the appointments and their details according to the criteria you have specified in the Selection area.

Table 2. Table Columns
Element	Description
Branch ID	The branch that provided the services.
Branch Location ID	The branch location that provided the services.
Service Order Type	The type of the service order associated with the appointment.
Service Order Nbr.	The number of the service order related to the appointment.
Appointment Nbr.	The number of the appointment.
Description	A description of the appointment.
Customer	The unique identifier of the customer that ordered the service.
Location	The unique identifier of the customer location where the appointment takes place.
Scheduled Date	The planned day when the appointment should be attended.
Scheduled Start Time	The scheduled time when the appointment should be started.
Actual Date	The actual date when the appointment took place.
Status	The status of the appointment, which is one of the following options: On Hold: The appointment is on hold, so it will not be attended yet. Not Started: The appointment has been created but has not yet occurred. In Process: The appointment is now being attended. 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. Scheduled By System: The appointment was generated from a service contract.
Finished	A check box indicates (if selected) that all work has been finished during the appointment, and no follow-up appointment is needed.
Workflow Stage	The identifier of the appointment's workflow stage.
Confirmed	A check box that it indicates (if selected) that the appointment has been confirmed.
Base Estimated Total	The estimated total price of the appointment.
Base Actual Total	The total price of the appointment.
Billing Cycle	The billing cycle assigned to the customer.
Route ID	The identifier of the route to which the appointment is related.
Route Nbr.	The number of the route execution to which the appointment is related.
Project	The project that is assigned to the appointment. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. Note: 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.
Task	The project task that is assigned to the appointment. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. Note: 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.