What is the process of linking appointments with service contract. Am trying to perform the same but it is not working.
Kindly Advise,
Best answer by Anacarina Calvo
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Userlevel 7
+16
Hi
Are you using the calendar board to schedule the appointment?
Creation of Appointments
After the service order has been created in the system, a scheduler of your company uses the Calendar Board (FS300300) form to schedule the appointments that are needed to perform the services requested by the customer. The scheduler selects a staff member to attend an appointment by taking into consideration the work schedule of the staff member, as well as sorting the displayed staff members by the skills and licenses needed to perform the service and the service area where the services are provided.
The scheduler checks the information on each appointment and enters additional information, such as any inventory items expected to be included with the service to be performed. The system assigns the Not Started status to the created appointments.
Try this link as well:
https://help.acumatica.com/(W(8))/Help?ScreenId=ShowWiki&pageid=19f26123-fe47-488d-88cd-fea32d67f358
The link is explaining the process of creation of service order and linking up with creation of appointments but it does show me how to link appointments with service contract
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The link is explaining the process of creation of service order and linking it up with creation of appointments but it does not show me how to link appointments with service contract
Userlevel 6
+4
Hi
The Service contract lookup on the appointment and service order forms, only shows the service contracts of Billing type as End Period Plus, Beginning Period Fixed or Beginning Period Plus, this is, it does not show service contracts of Billing Type as At Time of Service.
Please review the Billing Type of the Service contract.
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