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Appointments are scheduled commitments for a technician to perform a task related to a service call. The appointments that make up a technician's schedule appear on the Technician Board. Every service call has at least one appointment associated with it. Documentation Reviewer
When a service call has only one appointment, information is maintained between the Service Call window and the Appointments window. That is, you can edit Appointment 0001 on either window.
When you create a service call, Service Management verifies the skill level required to perform the tasks assigned with the call and checks for overlapping appointments. You can choose how to create appointments: manually, automatically generated through tasks, or a combination of both methods. For more information on automatically generating service calls based on assigned tasks, refer to Creating service calls using tasks.
Service call information such as the problem type, service location, and priority can be entered when you create a service call. When a service call has been completed, you can update the call record to include a description of the work performed, the equipment worked on, date completed, etc. The service call database retains complete information about the call even after it has been completed.

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An equipment record will automatically be added to a service call, via the Default task, if you initiate the call using the Find button in the Service Manager window.
Assigning equipment to a service call via the default task involves the following:
Step 1: Find the equipment
Step 2: Create a service call for the equipment
Step 3: Edit the default task
Step 4: Print the work order
Step 1:         Find the equipment

1. Choose Cards > Service Management > Service Manager.
2. Choose the Find button.
3. Select the Equipment radio button and enter the equipment information in the Find field.
4. Choose Find.
5. Double-click a piece of equipment in the Equipment by Equipment ID window to open the Service Manager window.

Step 2:         Create a service call for the equipment

1. Choose the New Call button.
2. Complete the Service Call window. See Creating service calls with one appointment.Default appears in the Task Code field. Because we used a piece of equipment to find the customer and create the call, the system generated a Default task with the piece of equipment assigned to it.

Step 3:         Edit the default task
Choose the Tasks button, select the Default task, and complete the Service Call Tasks window.
Step 4:         Print the workorder
Choose the Print button in the Service Call window. Workorder 4 lists the task information and Workorder 5 lists the service call information with appointments.

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Individual vs. multiple appointments

Appointment Scheduling and Conflict Resolution window

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When a cost transfer is complete, a General Posting Journal is available immediately for viewing and printing. In this section, we will illustrate what happens after move and differentiate between a full transfer and a billing transfer.
General Posting Journal - A familiar report that shows the journal entry created for the GL transaction during the move costs process, along with each account that is credited/debited. Notice that, during a Transfer to, each account is credited and debited accordingly. In the Bill to, only the intracompany sales account is credited.
Transfer to:

Bill To:

Service Invoice Inquiry window - Access this window by opening the Service Call window and choosing the Invoice button.

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