Legacy platform

Reschedule appointment

A customer service representative can reschedule appointments for customers if an appointment is created and the customer needs a different date or time.

Solution

The following section describes APIs, user exits, services, and other components.

A CSR can reschedule an appointment by clicking the Reschedule Appointment related task in the Work Order Summary screen. The getCompleteOrderLineList API is called to load the products on the Reschedule Appointment screen.

To reschedule the appointment on the Work Order Appointment screen, the CSR can click the Edit icon in the Current Appointment panel. The CSR can select the date for the appointment, and choose a time from available appointments in the customer's area. The getWorkOrderAppointmentOptions API is called to populate the available appointment times.

When the CSR clicks Save, the modifyFulfillmentOptions API is called to save the appointment to the order. If no products remain in the order that need to be shipped to the customer or picked up from a store, the Payment Confirmation screen is displayed. If products remain that must be shipped or picked up, the Fulfillment Summary screen is displayed.

Implementation

Changing an appointment time and date are permission-controlled tasks. If the CSR does not have the appropriate permission, the Date and Time menus and Save are disabled. For more information about administering user group permissions, see Administering User Group Permissions.