Taking an appointment
When taking an appointment for a service work order, there are some considerations you might want to think about. For example, supplemental capacity, node notification time, or preferred customer slot.
Considering supplemental capacity
The Supplemental capacity may be defined for the selected resource pool.
Sterling™ Order Management System Software can
be configured to automatically consider that extra capacity every
time an appointment is taken for certain preferred customers. If that
is not the case, however, and you want to consider supplemental capacity
on a single appointment, check the Consider Supplemental Capacity checkbox
in the Override inner panel.
Considering node notification time
Ship nodes generally require a certain notification
time for them to be able process a service request. If this is a high
priority service request, you can ignore that minimum notification
time for the node. To do this, check the Ignore Node Notification
Time checkbox in the Override inner panel.
Considering product availability
Sterling Order Management System Software considers product availability when displaying the available appointment slots. If there is no product availability during an appointment slot, that slot is not available.
Clicking on the Product Availability action in the Constraints inner panel takes you to the Product Availability screen, where you can use the Change Nodes action to specify a different ship node or procure from node if there is no product availability at the current ship node.
You
can also check the Ignore Product Availabilty checkbox
in the Override inner panel to remove this restraint and plan appointments
without considering product availability.
Awaiting procurement confirmation
If configured, Sterling Order Management System Software enables the procure from node to manually confirm transfer requests. While product lines are awaiting confirmation from the procure from node, the message "Few Prod Lines Are Awaiting Procurement Confirmation" is displayed in the Constraints inner panel.
Clicking on the Product Availability action in the Constraints inner panel takes you to the Product Availability screen, where you can use the Change Nodes action to specify a different procure from node that may not require procurement confirmation.
You
can also check the Ignore Product Availabilty checkbox
in the Override inner panel to remove this restraint and plan appointments
without considering product availability.