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How can move an Appointment order from an incorrect service order to the correct one?

  • June 13, 2024
  • 2 replies
  • 45 views
H
Semi-Pro II
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Hello all,

I would like to know if it is possible to move the appointment that has an incorrect service order linked to a correct one.

 

Thanks in advance.

Best answer by Harry

@Harry The short answer is you cannot. you will need to get rid of the wrong one and create one in the correct Service Order. Appointment numbering and key fields are tied to the Service Orders and you can’t really update the Key Fields.

Hey @aaghaei , what I found is, a user can unclose/reopen the appointment order & then cancel it. If there are any bills.invoices created they need to be reversed. & once canceled, they can copy the order, & create a new one by pasting & selecting the correct service order no.

2 replies

aaghaei
Captain II
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  • aaghaei
  • Captain II
  • June 13, 2024

@Harry The short answer is you cannot. you will need to get rid of the wrong one and create one in the correct Service Order. Appointment numbering and key fields are tied to the Service Orders and you can’t really update the Key Fields.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
vdiaz
Chris Hackett
H
H
Semi-Pro II
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  • Harry
  • Author
  • Semi-Pro II
  • Answer
  • June 14, 2024

@Harry The short answer is you cannot. you will need to get rid of the wrong one and create one in the correct Service Order. Appointment numbering and key fields are tied to the Service Orders and you can’t really update the Key Fields.

Hey @aaghaei , what I found is, a user can unclose/reopen the appointment order & then cancel it. If there are any bills.invoices created they need to be reversed. & once canceled, they can copy the order, & create a new one by pasting & selecting the correct service order no.

Chris Hackett
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