Appointment Details

Form ID: (FS400500)

On this form, you can view all the items of 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 appointments that are most relevant to the information you need. Most of these boxes can be left blank to view a broader range of information.


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 Type	The type of the service order 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 number of the service contract whose appointments you want to view along with their details.
Schedule ID	The reference number of the schedule for the service contract for which you want to view appointments.
Item	The inventory item that was used in service orders for which you want to view appointments.
Target Equipment	The target 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 list of the services, non-stock, and stock items of the appointments according to the criteria you have specified in the Selection area.

Table 1. 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.
Customer ID	The unique identifier of the customer that ordered the service.
Location ID	The unique identifier of the customer location where the appointment takes place.
Scheduled Date	The planned day when the appointment should be attended.
Actual Date	The actual date when the appointment took place.
Actual Start Time	The actual time when the appointment started.
Actual End Time	The actual time when the appointment ended.
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.
Line Type	The type of the item related to the appointment.
Inventory ID	The identifier of the item related to the appointment.
Target Equipment ID	The identifier of the target equipment related to the appointment.
Equipment Nbr.	The number of the target equipment that replaced the target equipment of this line.
Component ID	The identifier of the component related to the equipment.
Billable	A check box that indicates (if selected) that the inventory item is billable—that is, the billing rule for the item is set to Flat Rate or Time.
Estimated Quantity	The estimated quantity of this line item.
Estimated Amount	The estimated amount of the transaction, which is the unit price multiplied by the estimated quantity or estimated duration.
Actual Quantity	The number of this item in the appointment.
Actual Amount	The actual amount of the transaction associated with the appointment.
Batch Number	The number of the posting batch with the document associated with the appointment. You can click a link to view the posting batch on the Service Billing Batches (FS305800) form.
Generated In	The document that was generated to bill the customer, which is one of the following options: Sales Orders SO Invoice Accounts Receivable (AR document) Accounts Payable (AP bill)
Document Type	The type of document generated, which is one of the following options: INV: A billing document generated on the Invoices and Memos (AR301000) or the Bills and Adjustments (AP301000) form CRM: A credit memo generated on the Invoices and Memos form A sales order with the type specified in the Order Type for Billing box of the Service Order Types (FS202300) form for the service order type
Document Nbr.	The link of the document generated in the system.
PO Nbr.	The number of the purchase order related to service orders. This column is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
PO Status	The status of the purchase order related to the service order. This column is available only if the Inventory feature is enabled on the Enable/Disable Features form.
Actual Duration	The total actual time that staff members took to perform the services in the appointment. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Billing Customer	The customer that will be billed for the item. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Billing Location	The customer location related to the billing process. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Cost Code	The cost code with which the item is associated to track project costs and revenue. This column appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features form. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Cost Code Description	The description of the cost code with which the item is associated. This column appears on the form only if the Cost Codes feature is enabled on the Enable/Disable Features form. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Description	A description of the item of the line. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Line Status	The status of the service or item. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Mark for PO	A check box that indicates (if selected) that the item was marked for purchasing. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Project Description	The description of the project related to the line item. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features form. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Project ID	The identifier of the project related to the line item. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features form. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Row Number	The number of the row in the table. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Service Contract ID	The identifier of the service contract associated with the appointment. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Source Service Contract ID	The identifier of the service contract from whose schedules the appointment has been generated. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Task Description	The description of the project task that is assigned to the service order. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features form. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Task ID	The identifier of the project task that is assigned to the service order. This column appears on the form only if the Projects feature is enabled on the Enable/Disable Features form. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Vendor ID	The identifier of the vendor who performed the service or provided the item. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Vendor Location ID	The vendor location related to the item. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Workflow Stage ID	The stage that reflects the workflow progress of the service order. The stages are defined on the Workflow Stages (FS202100) form. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.