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Field Service

Service Management, Equipment management, Route Management

  • 365 Topics
  • 1,214 Replies
365 Topics
B
Freshman I
bscott68Freshman I
asked in Field Service
Service Management inventory integration with Project Management updates the IN qty/cost but does not update project cost. Does anyone have a business process work around?

We are just starting to configure a site for a customer that will be using service management, project management and inventory. Our service order type is set to generate project transactions upon invoice Our projects will be percentage completion billed When a service order appointment is created with inventory lines, and is invoiced, Acumatica creates an IN transactions to reduce inventory (this seems correct). However, the inventory transaction that appears on the project has no quantity or cost related to it. So while inventory is correct or job/project has not absorbed the inventory cost and is therefore incorrect. It seems silly to me that a service order tied to a project would not update the actual cost of the inventory to the project system. Am I missing a setup/configuration or perhaps a business process work around? I did see that there was this: AC-256292: If in the Generated Billing Documents box on the General tab of the Service Order Types (FS202300) form, Project Transa

81
V
Acumatica Employee
G
Freshman I
gballFreshman I
posted in Field Service
How to email pictures that have been attached to an appointment with an appointment invoice

Hello, Many of our customers require before and after pictures. Our technicians attach these pictures to an appointment. When emailing the appointment invoice, there is no way to attached pictures or any other required documents with the invoice email. We have to download the pictures and documents from Acumatica to our computer, and then copy them from our computer to the Acumatica-generated email as attachments. It is very cumbersome and time consuming. Another option might be to imbed the pictures documents on the invoice document. I have seen invoices from other software formats that allow for imbedding pictures and documents. This option our preference. This would allow us to see the pictures and documents when we open the invoice instead of having to go to the appointment for the pictures and documents. Does anyone have suggestions on how to include pictures with an invoice..either imbedded in the invoice or as an attachment? Best, Gail

80
G
Freshman I
L
Freshman I
lewisadFreshman I
asked in Field Service
Service Order reopen restriction after it has been billed and closed

Is there a way to restrict who can re-open service orders that have been billed and closed? This will apply to appointments as well.

111
vdiaz
Acumatica Moderator
R
Freshman I
ramirezdrmFreshman I
asked in Field Service
How can I update the billing cycle in the service billing tab for a customer via a mass update or an import scenario?

I was trying to use the Import Scenario with no luck; I must be missing something.

1609
K
Freshman II
R
Varsity II
ranjithduraisamy72Varsity II
asked in Field Service
Unable to Run Service Billing (AR Invoice)

Having an issue when creating creating an Service Billing. Item used in the service are non stock service items but getting an error line Lot or Serial not assigned. Error: Inserting 'AR Transactions' record raised at least one error. Please review the errors. One or more lines have unassigned Location and/or Lot/Serial Number But only service item used in this appointment. Customer recently upgraded to 24R2.

939
saifalisabri
Jr Varsity II
R
Freshman II
rethavanalphen11Freshman II
asked in Field Service
Staff members not assigned to appointments for a specific day

The Staff Calendar board and Calendar board give a good illustration on Staff members not assigned to appointments for the day. Appointment Summary provide information on Appointments and can be filtered per Staff member. How do I get the field service staff members per day that has not been assigned to any appointments out in a GI

505
B
Freshman I
szur
Freshman I
szurFreshman I
asked in Field Service
Appointment tab Log, Line Status

Hi, In appointments, in the log tab, we have the following line statuses: In Process Paused Completed However the Details tab statuses are: Not Performed Not Finished Completed Canceled Our service technicians (property management) need to have the option to log “Not Finished” for a task for reporting purposes - what is outstanding on a service request. How would we go about to make this change. I can find not preferences for appointment logs.

303
szur
Freshman I
bzelinski
Varsity II
bzelinskiVarsity II
asked in Field Service
Acumatica App - Appointment List - Unable to see all the appointments

We just updated Acumatica to Build 24.203.0023. After doing that our service technicians have been complaining about the App. When entering the Appointment List, the default setting is for the complete month (Feb. 1-28). Before the update we really could see all the appointments for the month on that list. Now it only shows the first few: Feb 1-12. If we select “Today”, we can see the appointments for today only, but if we want to see the appointments for yesterday or tomorrow, we have to manually go the filter and set a smaller date range such as this week only in order to see the dates before and after today. When restarting the app, it again goes back to the default complete month which doesn’t work. Anyone else facing this? Any suggestions?

322
bzelinski
Varsity II
R
Semi-Pro III
raphrfSemi-Pro III
asked in Field Service
Fleet maintenance- how to?

We are currently opening a new branch dedicated to mechanical maintenance of vehicles (Appointments). We are looking for a solution to re-invoice these appointments to customers, whether internally (for the fleets of the different branches) or for external customers. I started exploring Acumatica, but I noticed that there are several concurrent windows, such as Equipment (FS205000) and Vehicles (FS203600). I read the help but it does not allow me to understand the distinctions. I want to be able to track costs on my vehicles. I want to be able to see if I change the same part too often (warranty/claim to the supplier) I want to be able to do periodic monitoring (inspection every 4 months for example) In addition, it seems that a vehicle cannot be used as target equipment. Do you know why? Could I extend a vehicle to a Target equipment? Does anyone here have a good command of this suite and could guide me?

322
vdiaz
Acumatica Moderator
R
Varsity I
rmillerKimballVarsity I
asked in Field Service
Deleting Branch Locations

We are exploring deleting branch locations and consolidating them. Long story short, we set it up wrong and need want to move it to how it should be used. We will probably wait until all open Service Orders / Appointments with the older branch locations are completed, closed & billed out until deleting them, but in a Sandbox I deleted the Branch Location and it makes that required field have a warning that the Branch Location has been deleted, and in the GI it is NULL. What ramifications can I expect to see if I delete branch locations?

955
R
Varsity I
G
Freshman I
gballFreshman I
asked in Field Service
How to issue Purchase Orders to vendors on appointment with no items listed on the Purchase Order?

We went live with Field Service in July 2024. The ONE thing we are struggling with is the requirement to add purchase order items as quickly as they are needed. If our guys are at the hardware store buying a variety of nuts and bolts, it is cumbersome to enter these details at the time of purchase for the techs in the field on their iPads or the people in the office. In our former software (Sage 300 - and yes, we know it is antiquated), but we could have a blank Purchase Order and fill in the purchases later. At the very lease, a blank purchase order alerted us that we have an vendor purchase against the appointment. Because of this limitation, we are not using purchase orders at all. Have any of you figured out how to enter a blank Purchase Order in Acumatica?

626
vdiaz
Acumatica Moderator
G
Freshman I
gballFreshman I
asked in Field Service
Acumatica Web Application & Signature Capture

We are relatively new to Acumatica and have just started using Field Service with iPads. We quickly realized that the web version of Acumatica is much easier to use than the iPad app. However, there is no signature capture in the web application. Acumatica said it cannot be done in the web application. At the veterinarian’s office a few weeks ago they were able to capture a signature in their web application EzyVet. I spoke with EzyVet, and it is a feature that they designed. Does anyone have any experience or suggestions for signature capture in Acumatica’s web applicaiton?

312
Samvel Petrosov
Jr Varsity II
J
Varsity I
jsudakVarsity I
asked in Field Service
What happened to "SELECT ON MAP” functionality?

What happened to "SELECT ON MAP” functionality? We just upgraded from 2023 R2 to 2024 R1 and the “SELECT ON MAP” button has disappered. We now have only “VIEW ON MAP”, which does not verify addresses as "SELECT ON MAP” did.

644
J
Varsity I
D
Jr Varsity III
dsenevirathne54Jr Varsity III
asked in Field Service
Migration of Service Contracts

Hi, Have you anyone migrated service contracts with a new implementation? We need to migrate service contracts but we face an issue which is if we create a service contract for a past date, and when we run billing the system creates invoices from the starting date. Since the contracts have been billed in the past, we don't want to create past invoices in the system. Does anyone have any idea about skipping invoice creation for the past period for the service contracts migrated? Best Regards, Dulanjana

1348
sroberts29
Freshman II
L
Jr Varsity III
lairdtimJr Varsity III
asked in Field Service
Warranty Claim Tracking

Since (my understanding, especially based on other posts) Acumatica doesn’t provide any warranty functionality besides the “Warranty” checkbox on service order detail, I’m curious how other service companies that ultimately need to file warranty claims with their vendors handle service order billing and inventory handling, as well as tracking claims with their vendors. We have a pretty good setup, but it’s all customization. We added a Warranty Vendor column in FS Details (since we can have multiple vendor claims on one service order). If filled in, logic kicks in that sets the prices (on stock and non-stock items) to based on vendor price records for those items, and then discounts it 100% with the discount offset to a warranty AR account. There is a process screen that then reviews all invoices from service orders with any warranty lines and creates a claim. The claim is actually a PO Return Receipt, in which we “return” a nonstock item to the warranty vendor for the amount of the cl

623
L
Jr Varsity III
S
Jr Varsity II
stoner7mattJr Varsity II
asked in Field Service
Appointment/UOM Error: "Inserting 'Service Order Lot/Serial Detail' record raised at least one error. Please review the errors"

Has anyone encountered this error on an Appointment? We are trying to Quick Process this appointment using Sales Order Quick Processing, also run billing and we get this error. We do not require serial numbers, also i’m wondering if its due to the fact that we have 2 EA UOMs in our conversion table. Any help would be appreciated! Screenshot here: Trace Log 1 Here: PX.Objects.IN.PXUnitConversionException IN Error: Unit conversion is missing. at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Objects.IN.PXQuantityAttribute.CalcBaseQty(PXCache sender, PXFieldVerifyingEventArgs e) at PX.Objects.IN.PXQuantityAttribute.CalcBaseQty(PXCache sender, Object data) at PX.Objects.IN.PXQuantityAttribute.RowInserting(PXCache sender, PXRowInsertingEventArgs e) at PX.Data.PXCache.AttributeHandlersSquasher`1.<>c__DisplayClass2_0`1.<To>b__0(PXCache cache, TArgs args) at PX.Data.PXCache.OnRowInserting(Object item, Boolean externalCall)

805
Chris Hackett
Community Manager
R
Varsity I
rmillerKimballVarsity I
asked in Field Service
Service Orders: Item Warehouse Detail doesn't get added automatically?

In Service Orders (or appointment's) I have found that when I add an item that has a new stock item + warehouse combination the Item Warehouse Detail for the new warehouse is not added to the stock item.. This is causing it to not appear on my Prepare Replenishment screen. If I manually add the warehouse detail to the stock item, I will have to also have toggle the Override Replenishment Settings for the Replenishment Source & Replenishment Warehouse to load from the defaults outlined on the Stock Items screen. I hope this makes sense, I can provide screen shots if needed for more explanation. Acumatica 2023R2 Build 23.212.0024

391
vdiaz
Acumatica Moderator
aaghaei
Captain II
aaghaeiCaptain II
asked in Field Service
Interactive Device on Browser Version

Hello all, Has anyone used browser version of Acumatica to collect signature? Like running the browser version on iPad then collect signature for DFR or Appointments?

120
aaghaei
Captain II
sgaspar72
Jr Varsity II
sgaspar72Jr Varsity II
posted in Field Service
Error on Appointments in Mobile App 2023-2024

We have discovered a rather significant error caused by recent changes in Acumatica related to appointments managed in the mobile app. This is now affecting nearly all of our clients. Apparently Acumatica has made a change in how the signature function works on appointments, triggering a background process that takes the signature image and applies it to a PDF copy of the appointment summery. Previously when the technician would have a customer sign an appointment, Acumatica would simply attach an image of the signature to the appointment. Now Acumatica takes that signature and generates a PDF copy of the appointment summery, then deletes the signature image file. This sounds great, because people would rather be able to see the signature applied to the document rather than just sitting there as an image file. The problem is that Acumatica’s process of creating a PDF with the applied signature, attaching it to the appointment, and then deleting the image file causes the appointment in

956
vdiaz
Acumatica Moderator
cindywhitner76
Acumatica Moderator
cindywhitner76Acumatica Moderator
posted in Field Service
Important News for Field Service customers using the Map views

General Information: Microsoft has announced the end of support for their Bing Maps tool on June 30, 2025. If you currently have a Bing Map Key, it will continue working until June 2025. Microsoft has discontinued issuing Bing Map Keys to new users as of July 1, 2024. Microsoft recommends Bing Map users register to use the Azure Map tool. Issue: Acumatica Field Services supports Bing Maps in our various map views tied to the calendar. These include Appointment History on Map, Staff Appointments on Map, Routes on Map and Staff Routes on Map. Acumatica introduced support for Azure Maps in the 2023R2 update 17 release, which was made available for customers in October 2024. This support will cascade into 2024R1 update 14 and 2024R2 update 3 per our normal development roll-up process, so by the end of the year, 2024R1 and 2024R2 versions will include support for Azure Maps. Solution: Steps for Field Service customers who want to use Azure Maps: The company using Acumatica must go to https:

1402
cindywhitner76
Acumatica Moderator
C
Freshman I
cherrylynzipagan42Freshman I
asked in Field Service
Service Order link is missing on the Invoice and Memos after 2024 R1 Upgrade

Hi Community, I was referred here by someone from support. Does any one have already experience an issue on the invoices after the upgrade? The invoice from service order has a direct link which shows on the related document of the invoice. After our upgrade, the related svc doc nbr (related document) is still showing on the invoice, however, you cannot use this as a reference in generic inquiries or reports. Is this a known issue on 2024 R1? Does anyone have a resolution to fix this?

723
vdiaz
Acumatica Moderator
E
Freshman I
ehernandezFreshman I
asked in Field Service
What roles can I use to set field services in 2024 R2?

What roles can I use to set field services in 2024 R2?

231
vdiaz
Acumatica Moderator
E
Freshman I
ehernandezFreshman I
asked in Field Service
Field Services Roles in 2024 R2

Hello: Does anybody knows if there are any field services roles define in the 2024 R2 version of Acumatica? and if there are not, Which I can use to define the service role? thanks,

653
vdiaz
Acumatica Moderator
M
Freshman II
mattjesse68
asked in Field Service
Appointments: Automatically Add to Actual Duration

Hello- Hopefully this is relatively easy fix and I’m just missing something. So, we’re creating appointments and using the buttons to start travel, begin work, stop work, etc. When the Travel portion of the appointment is completed, the box is checked for Add to Actual Duration. However, when we Start Work, the box is not automatically checked for the work line item: When this box is not checked, the line item in the Details tab defaults the Actual Duration to the value in the Estimated Duration. It could be a setting in the Service Order Type, but is there a way to have this Add to Actual Duration box checked for all log items? Thanks in advance for any help!

702
M
Freshman II
J
Varsity I
jsudakVarsity I
asked in Field Service
How do we create a Service Appointment invoice (billing) for the total only?

How do we create a Service Appointment invoice (billing) for the total only? We want to summarize rather than itemize the invoice to the customer to include only a total for the service provided. The Log captures each step of the process. We want to capture all of this info, but bill only for the combined total and summarize the invoice rather than spell out each separate line-item and charge. How do we do this?

371
vdiaz
Acumatica Moderator

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