2024-R2Field Services

Field Services: Editing of Appointments

Last updated: 31 October 2025

Field Services: Editing of Appointments

Field Services: Editing of Appointments

In previous versions of MYOB Acumatica, a user could correct an appointment only by reopening a Completed appointment by clicking the Reopen command on the Appointments (FS300200) form. The system reopened the appointment and assigned it the Not Started status, causing all log lines to be removed from the Log tab and changing the status in each line on the Details tab to Not Started. Therefore, along with changing some appointment settings or details, the appointment had to be restarted.

In MYOB Acumatica 2025.1, a new logic has been implemented for the editing of an appointment. Now a user can edit an appointment without losing its time tracking settings and without the appointment and its detail lines being assigned the Not Started status.

Enhanced Appointment Editing Logic

The new Edit menu command (see the following screenshot) has been added to the More menu on the Appointments (FS300200) form.

Figure 1. The Edit command on the Appointments form

This command is available for appointments with the Completed status. When a user clicks this command, the appointment is again assigned the In Process status. Therefore, the logic typically applied to In Process appointments is applicable to the appointment being edited. As a result, all appointment settings remains unchanged, including the following:

  • The start date and time, end date and time, duration, and line statuses on the Log tab. That is, the time activities related to the appointment also remain unchanged.
  • Line settings and statuses on the Details tab.

Once an appointment is reassigned the In Process status, a user can edit its settings as needed.

When a user clicks Edit on the Appointments (FS300200) form and the appointment is reassigned the In Process status, the status of the related service order also changes from Completed to Open if the following conditions are satisfied:

  • The Сomplete Service Order When Its Appointments are Completed check box is selected on the Service Order Types (FS202300) form for the service order type.
  • Multiple appointments have been created for the service order, and the remaining appointments have either the Canceled status or the Completed status.

Once the service order is assigned the Open status, the status of all lines changes to Scheduled on the Details tab of the Service Orders (FS300100) form.

If an appointment is associated with a service contract (or a route service contract)—that is, if a service contract is specified in the Summary area on the Appointments (FS300200) form—the system recalculates the Remaining Period Value, Used Period Value, and Scheduled Period Value on the Services per Period tab of the Service Contracts (FS305700) form if the following conditions are met:

  • The service contract is of the End-Period Plus billing type.
  • The billing cycle specified for the contract's customer on the Billing tab of the Customers (AR303000) form has the Appointments option button selected under Run Billing For on the Billing Cycles (FS206000) form.
  • The appointment's service order type has the Bill Only Closed Appointments check box cleared on the Service Order Types (FS202300) form.

If an appointment is associated with a project (that is, a project is specified in the Project box in the Summary area of the Appointments (FS300200) form), changing the appointment's status from Completed to In Process by using the Edit command does not affect the settings of the associated project.

If any expense receipts are linked to an appointment's detail lines (that is, specified in the Related Doc. Type and Related Doc. Nbr. columns on the Details tab of the Appointments (FS300200) form), changing the appointment's status from Completed to In Process by using the Edit command does not affect the settings of the expense receipts. The settings of the expense receipts are maintained because the status of the appointment's detail lines remains unchanged during this transition.

If any accounts payable bills are linked to an appointment's detail lines (that is, specified in the Related Doc. Type and Related Doc. Nbr. columns on the Details tab of the Appointments form), changing an appointment's status from Completed to In Process by using the Edit command does not affect the settings of the associated AP bill.

If any purchase orders are linked to an appointment's detail lines (that is, a number of a purchase order is specified in the PO Nbr. column in detail lines on the Details tab of the Appointments (FS300200) form), changing the appointment's status from Completed to In Process by using the Edit command does not affect the settings of the associated purchase order.

View original documentation on MYOB Help