Setting Up Appointment Statuses

The Appointment Status field in the Service Call Appointments window has a lookup window. You can customize the lookup window to record your most common appointment status descriptions. 

The following statuses are defaults and cannot be deleted: Complete, Dispatched, Unassigned, and Re-assign. The Re-assign status is intended for use with MobileTech. Closed is reserved for system use and cannot be added to your lookup data.

Default is reserved for system use and cannot be added to your lookup data. If you have added Default to your status lookup data, it will be deleted when any window with a call or appointment status is opened.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Appointment Status.
2. Enter the status in the Appointment Status field.
3. If necessary, you can select to Include this status in the Call Roll Forward process.
4. Select Save.

Linking Appointment Statuses with Time Stamps

You can use the appointment status to update the Time Stamp window. If the appointment status is connected or linked to a Time Stamp field, whenever the appointment status is changed, the Time Stamp field is updated. You may select to connect some or all the Time Stamp fields to status selections.

1. In the Appointment Status Setup window, use the lookup window in the Appointment Status window to select a status.
2. Mark the checkbox next to the time stamp you wish to link the status to. You must have labeled the Time Stamp window user-defined fields for them to display in the Status Setup window. See Labeling user-defined fields.
3. Select Save and clear the window to make another entry.

The Time Stamp window updates when the appointment status changes. If there is more than one appointment associated with the call, the first appointment to be changed to a linked status updates the Time Stamp window, except for the Complete status. If you link the Complete appointment status to a time stamp, the last appointment on the service call to be changed to Complete updates the time stamp.