Cloning of Appointments: Process Activity

The following activity will walk you through the process of cloning an appointment.

Attention: This activity is based on the U100 dataset. If you are using another dataset or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid issues, restore the U100 dataset to its initial state.

Story

Suppose that the service manager (Maia Davis) of the SweetLife Service and Equipment Sales Center receives a call from HM's Bakery and Cafe regarding the repair of two juicers previously sold to the customer. The customer has requested that the repairs be performed on two separate days: January 31, 2026, and February 4, 2026.

The service manager needs to create an appointment for the repair of the first juicer. After creating the first appointment, Maia will clone it to create an appointment for the repair of the second juicer. Finally, she will review the customer's appointments. You will perform these actions, acting as the service manager.

Configuration Overview

In the U100 dataset, which you'll use to complete this lesson, the following setup has been configured. These settings ensure that the environment is ready for performing the activity:

  • The service management functionality has been configured with the ability to sell inventory items, as described in Basic Service Management Configuration.
  • On the Users (SM201010) form, the davis account has been created. For the user account, in the Linked Entity box of the Summary area of the form, the Maia Davis employee account has been specified.
  • On the User Profile (SM203010) form, for the davis user, the WEST BRIGHTON branch location has been selected as the default branch location.
  • On the Service Order Types (FS202300) form, the MRO service order type has been defined.
  • On the Non-Stock Items (IN202000) form, the REPAIR service (that is, the non-stock item of the Service type) has been defined. This service has the Flat Rate billing rule selected on the Price/Cost tab. For this service, REPAIRING has been specified on the Service Skills tab (so the assigned staff member must have this skill), and INST&REP has been specified on the Service License Types tab (so the assigned staff member must have a license of this type).
  • On the Skills (FS200600) form, the REPAIRING skill has been created.
  • On the License Types (FS200900) form, the INST&REP license type has been created.
  • On the Licenses (FS201000) form, the FSL00002 license has been defined with the INST&REP license type and the EP00000003 (Jon Waite) employee specified.
  • On the Employees (EP203000) form, EP00000003 (Jon Waite) has been created. On the General Info tab (Employee Settings section), the Staff Member in Service Management check box has been selected. Also, the REPAIRING skill has been added on the Skills tab, and license FSL00002 of the INST&REP type has been added on the Licenses tab.
  • On the Customers (AR303000) form, the HMBAKERY (HM's Bakery and Cafe) customer has been defined.

Process Overview

You will create the first appointment on the Appointments (FS300200) form. Then, you will clone the appointment to a new one by using the Clone Appointments (FS500201) form. Finally, you will review the customer's appointment history on the Appointment Summary (FS400100) form, accessed from the Customers (AR303000) form.

System Preparation

Before you start this activity, do the following:

  1. Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as a service manager by using the davis username and the 123 password.
  2. In the Date box in the upper-right corner of the MYOB Acumatica screen, specify the business date 2/16/2026. For simplicity, you will use this business date to create and process all documents in this activity.
  3. After signing in, make sure that the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

Step 1: Creating the First Appointment

To create an appointment for the customer, do the following:

  1. On the Appointments (FS300200) form, click Add New Record.
  2. In the Customer box, select HMBAKERY - HM's Bakery and Cafe
  3. On the Settings tab, in the Scheduled Start Date and Time section, specify 1/31/2026 4:00 PM.
  4. On the Details tab, add a row, and in the Inventory ID box, select the REPAIR service.
  5. On the Staff tab, add a row, and specify Jon Waite as a staff member.
  6. On the form toolbar, click Save.

Step 2: Cloning the Appointment

To clone the appointment that you created in Step 1, do the following:

  1. While you are still viewing the appointment on the Appointments (FS300200) form, on the More menu (under Scheduling), click Clone.

    The Clone Appointments (FS500201) form opens.

  2. In the Selection area, in the Date box, select 2/4/2026.

    The appointment start time is set to match the time of the original appointment.

  3. Leave the Number of Appointments box set to Single.
  4. On the form toolbar, click Process.

    The new appointment is generated with the same details as the original appointment, except for the scheduled date, which is 2/4/2026 (see below).

Figure 1. The appointment created through cloning


Step 3: Reviewing the Appointments Created for the Customer

To review the list of the customer's appointments, including the two appointments you created in this activity, follow these steps

  1. On the Customers (AR303000) form, open the HMBAKERY (HM's Bakery and Cafe) customer.
  2. On the More menu (under Inquiries), click Appointment History.

    The Appointment Summary (FS400100) form opens.

  3. In the Selection area, clear the Staff Member box. In the From Scheduled Date box, select 1/31/2026. In the To Scheduled Date box, select 2/4/2026.

    Review the two appointments: one scheduled for 1/31/2026 4:00 PM, and the other scheduled for 2/4/2026 4:00 PM (shown in the following screenshot).

Figure 2. Two Appointments: The original and the cloned one