Route Appointment Forecasting

Form ID: (FS404070)

On this form, you can view a projection of the dates and details of appointments that could later be generated on the Generate Route Appointments (FS500200) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Generate a Projection	Generates a list of appointments that can be generated based on the criteria specified in the Selection area.

Selection Area

You use the elements in the Selection area (described in the following table) to specify the criteria for the forecasting process.


Element	Description
Route ID	The route definition for which you want to view data.
Inventory ID	The identifier of the inventory item for which you want to view data.
Customer ID	The identifier of the customer for which you want to view data. 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.
Customer Location	The unique identifier of the customer location associated with the contract. This box is available only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
From Date	The start date of the date range for which you want to view the appointments to be generated.
To Date	The end date of the date range for which you want to view the appointments to be generated.

Table

In this table, you can view the list of appointments that can be generated.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column	Description
Start Date	The start date of the route appointment.
Route ID	The identifier of the route definition related to the appointment.
Schedule ID	The identifier of the schedule according to which the appointment will be generated.
Service Contract ID	The reference number of the service contract related to the schedule.
Customer Contract Nbr.	The reference number of the service contract, which the system automatically generates for every new service contract of this customer.
Customer ID	The customer for which the appointment will be performed.
Location ID	The customer location where the appointment will be performed. This box is available only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.