In the
Service Parameters form, select
Auto Schedule Resource.
Specify default values for these fields:
Scheduling Method
Specify the Scheduling Method to assign to the new
appointment.
Appointment Status
Specify the status to assign to the new appointment
Hours
Specify the default hours to set on the new appointment if
the amount cannot be acquired from other sources (see below).
In the
Service Order Types form, associate a Lead Time
value with the type, so that the Start Date and Time assigned to the new
appointment can be offset by a predetermined duration.
In the Service Order Quick
Create form, use the Start
Date field to change the defaulted SRO Start Date/Time, and thus the
Start Date/Time of the appointment.
In this form, optionally clear
Auto Dispatch SRO on
Copy/Create to override the default value set on the
Service Parameters form, for the SRO being
created here. This option is only available if the feature is enabled on the
Service Parameters form.
The automatically created appointment is displayed in the grid
section of the
Schedules tab on the
Service Orders form.