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Hi,

I’ve inherited an Acumatica install with 1500 open service appointments and want to find a way to close anything over 2 years old automatically.  As I’ve been going through the process I’m finding lots of road blocks because of rules.

e.g. - Cannot complete because there are open appointments.

e.g. - Cannot complete because an instruction/comment line item is open in an appointment.

I am new to Acumatica and have been learning the service module but can’t seem to resolve this.  

Is there a way to mass close appointments and override the warnings?  If all else fails, someone will have to go through all the appointments and close them.

Thanks,

 

Kevin

 

 

Hello!

Try the following:

Configure the service order type as follows:

This will close the service order automatically when the appointments are closed. Also, set all the status of the lines as Completed automatically when the appointment is completed. 

If you want to mass complete (or to do any action on a screen for multiple documents) you can edit the GI, in this case FS3002PL, click on Enable Mass Actions on Records (on the Entry Point tab):

And then add the Complete action to the Mass Actions tab

The appointment GI will look like this

 

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