Acumatica has the ability to integrate with several different ISVs, including those that help with the scheduling of service appointments. These add-ons to Acumatica are a great way to enhance the use of Acumatica. With the release of Acumatica 2022 R2, appointment scheduling has been enhanced and the functionality has been optimized.

The new release has some essential features that help to enhance how Acumatica can work for scheduling appointments. Acumatica now has the ability to consider a staff member’s skills and abilities when they are being assigned to an appointment. When a user runs the process for scheduling an appointment a new form titled Optimize Appointment Scheduling has more information with specific users skills. The system will then allow a user to assign a staff member to a job based on the skills they hold, not just based on their calendar availability.

Above is a screenshot of the new form used to manage schedule optimization based on skills.

There are a few things that have to be selected to ensure this form is filled out properly:

• The type must be selected
• The branch, location, and date have to be selected for the appointment
• The checkbox labeled “consider skills” must be checked to ensure skills are taken into consideration

If you think your company could benefit from the new appointment optimization in Acumatica, please reach out to Polaris Business Solutions at info@polaris-business.com.