Resource Equipment: To Add Resource Equipment to an Appointment

This activity guides you through the process of assigning to appointments the resource equipment that your company owns and uses to perform services.

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

The SweetLife Service and Equipment Sales Center owns equipment that is used for repair services and maintains a history of appointments for each item. The service manager (Maia Davis) receives a call from the FourStar Coffee & Sweets Shop customer requesting the repair of a juicer on February, 4, 2026.

Acting as the service manager, you will schedule the appointment, taking into account which piece of resource equipment is available for use at that time. You will also review the history of usage of the selected equipment.

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 minimum system configuration, which is described in Company with Branches that Do Not Require Balancing: General Information, has been performed.
  • The SWEETLIFE company has been created on the Companies (CS101500) form. This company has multiple branches created on the Branches (CS102000) form, including SWEETEQUIP (Service and Equipment Sales Center).
  • On the Service Management Preferences (FS100100) form, the minimum settings have been specified, including specifying the numbering sequences and work calendar, for the service management functionality to be used.
  • On the Users (SM201010) form, the davis account has been created. For the davis user account, in the Linked Entity box of the Summary area of the form, the Maia Davis employee account has been specified.
  • On the Branch Locations (FS202500) form, the WEST BRIGHTON branch location of the SWEETEQUIP (Service and Equipment Sales Center) branch has been created.
  • On the User Profile (SM203010) form, for the davis user, WEST BRIGHTON has been specified as the default branch location.
  • On the Service Order Types (FS202300) form, the MRO service order type has been configured.
  • On the Equipment Types (FS200800) form, the SCREWDRIVER equipment type has been created. This type has been assigned to the FSE00001 (Vissko Screwdriver Set) equipment on the Equipment (FS205000) form.
  • On the Non-Stock Items (IN202000) form, for the REPAIR non-stock item, the Service type is selected on the General tab, and the SCREWDRIVER equipment type is assigned on the Resource Equipment Types tab.

Process Overview

To assign the resource equipment required to perform a service, you will use the Appointments (FS300200) form. You will create an appointment with the service that requires the equipment and add the necessary resource equipment. Next, you will review the Resource Equipment History (FS656500) report form to see the appointments where the equipment has been or will be used. Finally, you will view the resource equipment history on the Appointment Summary (FS400100) 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 1/30/2026. 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 an Appointment with Resource Equipment Assigned

To create an appointment that will use the resource equipment, do the following:

  1. On the Appointments (FS300200) form, click Add New Record.
  2. In the Summary area of the form, specify the following settings:
    • Service Order Type: MRO
    • Customer: COFFEESHOP - FourStar Coffee & Sweets Shop
    • Description: Repair of a juicer
  3. On the Settings tab, in the Scheduled Start Date box, specify 2/4/2026 9:00 AM.
  4. On the table toolbar of the Details tab, add a row, and specify the following settings:
    • Line Type: Service
    • Inventory ID: REPAIR
  5. On the Resource Equipment tab, add a row, and in the Equipment ID column, select FSE00001 (Vissko Screwdriver Set).
  6. On the form toolbar, click Save.

Step 2: Reviewing the Usage History of Resource Equipment

To review the list of appointments where the resource equipment has been or will be used, do the following:

  1. Open the Resource Equipment History (FS656500) report form.
  2. In the End Date box, select 2/4/2026.
  3. In the Resource Equipment box, select FSE00001.
  4. On the form toolbar, click Run Report.

The report lists all appointments that use the selected resource equipment, including the one you created in the previous step (see below).



You can also review the list of appointments for the piece of resource equipment as follows:

  1. Open the Equipment (FS205000) form.
  2. In the Equipment Nbr. box, select FSE00001.
  3. On the More menu (under Inquiries), click Resource Equipment History.
  4. On the Appointment Summary (FS400100) form, which opens with FSE00001 selected in the Resource Equipment box, clear the Staff Member box.
  5. In the To Scheduled Date box, select 2/4/2026.

You can view the appointments within the selected time range where the resource equipment has been or will be used to provide services.

Figure 1. Appointments related to the resource equipment