The appointment record can be completed by entering the information in the Execution Information panel and by selecting the associated service and product lines.
Fields | |
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User ID | The identifier of a team member associated with this appointment. |
User Name | The name of a team member associated with this appointment. |
The list of team members gets automatically populated by Sterling Selling and Fulfillment Foundation if a resource ID is selected on the appointment, and if team members have been assigned to that resource in the Applications Manager.
Fields | Description |
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Item Related Info | The item name and the description is provided. |
Item Group Code | The group code of the service item is specified. For example, if the service is a Provided Service then the item group code is Provided Service. |
Required Quantity | The quantity of the service items required. |
Fields | Description |
---|---|
Item Related Info | The item name and description is provided. |
PC | The item's product class. |
UOM | The item's unit of measure. |
Quantity To Be Delivered | The requested quantity to be delivered by the service. |
Actual Delivered Quantity | The quantity that was actually delivered by the service. |
Click the Complete button to record the service completion once the details are entered in the fields.