Record completion

The appointment record can be completed by entering the information in the Execution Information panel and by selecting the associated service and product lines.

Table 1. Record completion screen, team members
Fields
User ID	The identifier of a team member associated with this appointment.
User Name	The name of a team member associated with this appointment.

The list of team members gets automatically populated by Sterling™ Order Management System Software if a resource ID is selected on the appointment, and if team members have been assigned to that resource in the Applications Manager.

Table 2. Record completion screen, service lines
Fields	Description
Item Related Info	The item name and the description is provided.
Item Group Code	The group code of the service item is specified. For example, if the service is a Provided Service then the item group code is `Provided Service`.
Required Quantity	The quantity of the service items required.

Table 3. Record completion screen, products being delivered
Fields	Description
Item Related Info	The item name and description is provided.
PC	The item's product class.
UOM	The item's unit of measure.
Quantity To Be Delivered	The requested quantity to be delivered by the service.
Actual Delivered Quantity	The quantity that was actually delivered by the service.

Click the Complete button to record the service completion once the details are entered in the fields.