Close or cancel a service activity

Can I do this task?

Note

You cannot reopen closed service activities.

1. In the Navigation Pane, click Service, and then click Service Calendar.
2. Locate and open the service activity you want to close.
3. In the Actions group, click Close Service Activity.
4. In the Close Service Activity dialog box, in the Status list, do one of the following:
   • If the service activity is completed and can be billed, select Completed.
   • If the service activity will not be completed and cannot be billed, click Canceled.
   • If the customer never arrived and the service activity cannot be billed, select No Show.
5. Click OK.
6. In the Save group, click Close.

   The service activity appears in the Service calendar, color-coded with its current status and the subject of the service activity.

Note

• To reactivate canceled service activities, on the Actions menu, click Reactivate. The service activity will be reopened and the status will be updated to Requested. If the time is no longer available, you may get a message. To reschedule the service activity for an available time, in the Actions group, click Reschedule.
• To change the status of a service activity, on the Service calendar, select the service activity you want to change, and in the Actions group, click Change Status. In the Change Status dialog box, in the Show Time As list, select the new status, and then click OK. The status of the service activity and the color of the service activity time slot is updated.