Service Orders with Additional Services and Appointments: Process Activity

In this activity, you will learn how to add an appointment and a service to an existing service order.

Story

Suppose that the FourStar Coffee & Sweets Shop customer contacts the SweetLife Service and Equipment Sales Center to request a training service in addition to the juicer installation service previously ordered. The service manager has already created a service order that includes the installation service.

Acting as the service manager (Maia Davis), you'll open the existing service order, add the new training service, and create an additional appointment to provide it.

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 and smith user accounts have been created. The EP00000040 - Maia Davis employee has been associated with the davis user account; that is, Maia Davis has been selected in the Linked Entity box of the Summary area of the form. The EP00000043 - Edward Smith employee has been associated with the smith user account; that is, Edward Smith has been selected in the Linked Entity box of the Summary area of the form.
• 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 Employees (EP203000) form, on the General tab (Employee Settings section), the Staff Member in Service Management check box has been selected for EP00000043 (Edward Smith), so you can assign this employee to perform services. Also, for this employee, the INSTALLING skill has been added on the Skills tab.
• On the Service Order Types (FS202300) form, the INST service order type has been defined.
• On the Customers (AR303000) form, the COFFEESHOP (FourStar Coffee & Sweets Shop) customer has been created.
• On the Non-Stock Items (IN202000) form, the following services (that is, non-stock items of the Service type) have been defined:
  • TRAINING: On the Price/Cost tab, the Time billing rule is selected.
  • INSTALL: On the Price/Cost tab, the Flat Rate billing rule is selected.
• On the Service Orders (FS300100) form, the service order with the 000036 reference number has been created.

Process Overview

On the Service Orders (FS300100) form, you'll open an existing service order and add an additional service on the Details tab. Then, from the same form, you'll create a new appointment for the added service.

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: Adding an Additional Service to an Existing Service Order

To add another service to the service order that already exists in the system, do the following:

1. On the Service Orders (FS300100) form, in the Summary area, select INST order type, and then select 000036 in the Order Nbr. box.
2. On the Details tab, notice that the INSTALL service has already been added to the service order, and it has the Scheduled status.
3. Click Add Row on the table toolbar, and in the new row, do the following:
   • In the Line Type column, select Service.
   • In the Inventory ID column, select TRAINING.
4. On the form toolbar, click Save.

Step 2: Adding a Staff Member with the Required Skills

First, review the skills of the staff member already assigned to the service order. While viewing the 000036 service order on the Service Orders (FS300100) form, do the following:

1. On the Default Staff tab, notice that EP00000043 - Edward Smith has been assigned to perform the installation service.
2. On the table toolbar, click Add Staff.

   The Add Staff dialog box opens. On the Skills tab, the skills required to perform the services for the appointment (INSTALLING and TRAINING) are selected.

   The Staff table on the right displays only those staff members who possess all the selected skills.

3. On the Skills tab, clear the check box in the row with the INSTALLING skill ID.
4. On the Licenses tab, clear the check box in the row with the INST REP license type ID.

   Notice that EP00000043 (Edward Smith) remains listed in the table on the right. This indicates that he has the required skill and license to provide the training service. Leave the check box selected in his row, and click Add at the bottom of the dialog box.

EP00000043 (Edward Smith) will perform both services (installation and training) included in the service order.

Step 3: Adding an Extra Appointment to the Service Order

In this step, you will add a second appointment to the service order that was created earlier. This appointment is intended for delivering the TRAINING service.

To create another appointment for the existing service order, do the following:

1. While you are still viewing the 000036 service order on the Service Orders (FS300100) form, on the Details tab, click the row with the TRAINING service, which has the Requiring Scheduling line status.
2. On the form toolbar, click Create Appointment. The Appointments (FS300200) form opens.

   On the Details tab of the Appointments form, make sure that the TRAINING service is added.

3. On the Settings tab, in the Scheduled Start Date box, specify 02/02/2026 10:00 AM.
4. On the Staff tab, make sure that EP00000043 (Edward Smith) is assigned to the appointment.
5. On the form toolbar, click Save.
6. Return to the Service Orders (FS300100) form, and click the Appointments tab (see Item 1 below).

   Notice that two appointments (Item 2) are now listed for the service order.