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Business event to automatically create an appointment when a service order is created

  • November 29, 2023
  • 4 replies
  • 160 views
F
Jr Varsity II
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Hi,

I am trying to create a business event with an action item to automatically create an appointment each  time a service order is created under field services. Here is a screenshot of my business event. 

 

Here is a screenshot of my Action Settings 

 

Here is another section of my action settings

Nothing is happening what is wrong with my settings. Do I need to setup a import scenario? Any guidance would be appreciated.

Thanks,

Frances 

 

 

 

Best answer by fpantelidakis65

@Chris Hackett ,

 

Thanks for reaching out. At this time it was suggested that an import scenario can be created. Our client decided to go a different route.

 

Thanks,

Frances 

 

4 replies

dcomerford
Captain II
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  • dcomerford
  • Captain II
  • November 29, 2023

@fpantelidakis65 The way you are approaching it looks like all you are doing is adding an action on the Service Order to have a business event trigger to create the appointment. (you will need the GI to have all the fields the appointment will need and an import scenario)

I presume what you want though is on saving of the Service Order the appointment is created automatically and not by an action triggered by a user?

Is there any reason why you dont get switch the process and create the Appointment first which will create the Service Order automatically from the appointment.

Dermot Comerford
Chris Hackett
F
Jr Varsity II
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  • fpantelidakis65
  • Author
  • Jr Varsity II
  • December 1, 2023

@dcomerford 

Can I create a business event to automatically create an appointment instead without manually creating one? Let me know.

 

Thanks,

 

Frances

 

Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • December 20, 2023

Hi @fpantelidakis65 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
F
Jr Varsity II
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  • fpantelidakis65
  • Author
  • Jr Varsity II
  • Answer
  • December 20, 2023

@Chris Hackett ,

 

Thanks for reaching out. At this time it was suggested that an import scenario can be created. Our client decided to go a different route.

 

Thanks,

Frances 

 

Chris Hackett
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