Selecting the time slot for service work order appointments

About this task

To select the date from which you want to start looking at available appointment slots:

Procedure

  1. In the Available Slots inner panel, click the Calendar icon in the Start Date field.
  2. Enter how far you into the future you want to look for appointments in the Number Of Days To Consider field.
  3. Once you are satisfied with the search parameters, click GO. A grid with time slots and days displays.
  4. Select any time slot on the grid where an Add icon is displayed. If the buyer on the order is a preferred customer and preferred time slots have been defined for that customer, they are marked by an Add Preferred icon instead.
  5. Once you have selected the appropriate appointment slot, click the Save Appointment action in the Work Order inner panel, and the appointment is saved.

Results

If a Preferred Resource Pool ID and a Preferred Resource ID were specified on the Capacity Information panel of the Work Order Details screen, they are populated in the Override inner panel in this screen. You may, however, change them if no available slots are found, or if the slots that were found did not accommodate the customer's schedule.