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Appointment module Workflow changes

  • July 17, 2025
  • 1 reply
  • 36 views
G
Jr Varsity II
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Hi Team,

we would like to request a change in how the sign-off process works:(Appointments)

 

  • We need the ability to capture and keep the store manager’s signature on-site.
  • At the same time, we’d like the option for our service coordinator to enter or revise the "Work Performed" notes afterward before the final PDF is generated. This is important in cases where the technician’s original notes are unclear or incomplete.

To Confirm.

  1. Whether the sign-off sheet notes issue is a known bug or configuration error.
  2. If it is possible to adjust the workflow to separate the signature capture from the final notes entry.
  3. What changes or setup would be needed on our end to enable this.Or If its need a customization.

 

Best answer by vdiaz

Hi ​@gowrishankarsk32 !

To suggest ideas related to product improvement, I suggest to create the topic as Idea. These ideas can be upvoted, tracked by our Product Manager and spark conversations amongst users and partners.

 

Regarding your questions, 

  1. Whether the sign-off sheet notes issue is a known bug or configuration error. → Can you please provide more details about this issue?
    Some thoughts: we are aware of a bug in the Acumatica Mobile app for iOS (Acumatica 2024 R2, we’re not ceratin about the exact affected versions yet). This functionality however, works fine in 2025 R1. 
    There is no final PDF, regarding notes, it’s always possible to edit them before the appointment is closed and whenever the report is run, the latest information will always be displayed. 
  2. If it is possible to adjust the workflow to separate the signature capture from the final notes entry. → Not possible out-of-the-box. If changes on the workflow are needed, this can be done via customization. 
  3. What changes or setup would be needed on our end to enable this.Or If its need a customization. → A customization is needed. 

I’m glad to be of help, please let me know if I was able to answer your doubts. 

Best, V

1 reply

vdiaz
Acumatica Moderator
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  • vdiaz
  • Acumatica Moderator
  • Answer
  • August 12, 2025

Hi ​@gowrishankarsk32 !

To suggest ideas related to product improvement, I suggest to create the topic as Idea. These ideas can be upvoted, tracked by our Product Manager and spark conversations amongst users and partners.

 

Regarding your questions, 

  1. Whether the sign-off sheet notes issue is a known bug or configuration error. → Can you please provide more details about this issue?
    Some thoughts: we are aware of a bug in the Acumatica Mobile app for iOS (Acumatica 2024 R2, we’re not ceratin about the exact affected versions yet). This functionality however, works fine in 2025 R1. 
    There is no final PDF, regarding notes, it’s always possible to edit them before the appointment is closed and whenever the report is run, the latest information will always be displayed. 
  2. If it is possible to adjust the workflow to separate the signature capture from the final notes entry. → Not possible out-of-the-box. If changes on the workflow are needed, this can be done via customization. 
  3. What changes or setup would be needed on our end to enable this.Or If its need a customization. → A customization is needed. 

I’m glad to be of help, please let me know if I was able to answer your doubts. 

Best, V

Valentina
Chris Hackett
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