Siebel Field Service Guide > Setting Up and Using Scheduling > Booking Activity Appointments (End User) >

Canceling Appointments


This task is a step of Process of Scheduling Activities.

To cancel an appointment, set the service region, make sure the activity is not repeating and the activity (Planned Start - Planned End) is not in the Glued period. If the Cancel Appt request is successful, the fields that define an activity are unchanged except for the activity Status, which is set to Cancelled.

The choice of sending the Cancel Appt request to the ABS or Optimizer depends on these conditions:

  • If the Planned Start and Planned End values are less than the start time for the ABS horizon, then send a request to the Optimizer.
  • If the Planned Start value is less than the start time for the ABS horizon, and the Planned End value is greater than the start time for the ABS horizon, then send a request to the Optimizer and the ABS.
  • If the Planned Start value is greater than or equal to the start time for the ABS horizon and the Planned End value is less than the end of the ABS horizon, then send a request to the ABS.

To cancel an appointment

  1. Navigate to the Service screen > Service Request List > Activities view or the Activities screen > Activity List > Schedule view.
  2. Select an activity record.
  3. Click Cancel Appointment.

    Clicking this button sends a synchronous request to the ABS or the Optimizer to cancel an appointment, release the appointment for other schedules, and set the status of the selected activity to Cancelled.

    The request is sent to the ABS or Optimizer, depending on the horizon that contains this activity. If the activity (Planned Start and Planned End) overlaps the ABS and the Optimizer horizons, the request goes to both the ABS and Optimizer.

Siebel Field Service Guide