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Canceling Appointments for Activities (End User)

To cancel an appointment, set the service region, and make sure the activity is not repeating and that the range indicated by the Planned Start and Planned End fields is not in the Glued period. If the Cancel Appt request is successful, then the fields for the activity do not change except for the Status field. This field is set to Cancelled.

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

• If the times for the Planned Start and Planned End fields are earlier than the start time for the ABS horizon, then send a request to the Optimizer.
• If the time for the Planned Start field is earlier than the start time for the ABS horizon, and the time for Planned End field is later than the start time for the ABS horizon, then send a request to the Optimizer and the ABS.
• If the time in the Planned Start field is later than or the same as the start time for the ABS horizon, and the time for the Planned End field is earlier than the end time of the ABS horizon, then send a request to the ABS.

This topic contains the following related information:

• Canceling Appointments from the Activities screen
• Canceling Appointments from the Service Screen

This task is a step of Process of Managing Schedules Using Siebel Scheduler.

Canceling Appointments from the Activities screen

You can cancel an activity appointment from the Activities screen.

To cancel an activity appointment from the Activities screen

1. Navigate to the Activities screen, then the Activity List view.
2. Drill down on the Type field for a selected activity.
3. Click the Schedule view tab.
4. Click Cancel Appointment.

Canceling Appointments from the Service Screen

You can cancel an activity appointment from the Service screen.

To cancel an activity appointment from the Service screen

1. Navigate to the Service screen, then the Service Request List.
2. Drill down on the SR number (#) field for a selected service request.
3. In the Activities list, select an activity record.
4. Click Cancel Appt.

   A synchronous request is sent to the ABS or the Optimizer to cancel the 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 the activity. If the range indicated by the Planned Start and Planned End fields overlaps the ABS and the Optimizer horizons, then the request goes to both the ABS and Optimizer.