Taking an appointment

When taking an appointment for a service work order, there are some considerations you might want to think about. For example, supplemental capacity, node notification time, or preferred customer slot.

Considering supplemental capacity

The Supplemental capacity may be defined for the selected resource pool.

Sterling Selling and Fulfillment Foundation can be configured to automatically consider that extra capacity every time an appointment is taken for certain preferred customers. If that is not the case, however, and you want to consider supplemental capacity on a single appointment, check the Consider Supplemental Capacity checkbox in the Override inner panel.

Considering node notification time

Ship nodes generally require a certain notification time for them to be able process a service request. If this is a high priority service request, you can ignore that minimum notification time for the node. To do this, check the Ignore Node Notification Time checkbox in the Override inner panel.

Considering product availability

Sterling Selling and Fulfillment Foundation considers product availability when displaying the available appointment slots. If there is no product availability during an appointment slot, that slot is not available.

Clicking on the Product Availability action in the Constraints inner panel takes you to the Product Availability screen, where you can use the Change Nodes action to specify a different ship node or procure from node if there is no product availability at the current ship node.

You can also check the Ignore Product Availabilty checkbox in the Override inner panel to remove this restraint and plan appointments without considering product availability.

Awaiting procurement confirmation

If configured, Sterling Selling and Fulfillment Foundation enables the procure from node to manually confirm transfer requests. While product lines are awaiting confirmation from the procure from node, the message "Few Prod Lines Are Awaiting Procurement Confirmation" is displayed in the Constraints inner panel.

Clicking on the Product Availability action in the Constraints inner panel takes you to the Product Availability screen, where you can use the Change Nodes action to specify a different procure from node that may not require procurement confirmation.

You can also check the Ignore Product Availabilty checkbox in the Override inner panel to remove this restraint and plan appointments without considering product availability.