Service Management, Equipment management, Route Management
Recently active
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!
We have over 30 service techs and they all drive a van that is stocked with parts they may need. Is there a way to set a default so when they use one of those parts it auto populates to there warehouse(VAN) when posting it to their appointment?
Hi All,Is there anyway to get a defualt branch on either the customer contracts or contract items? We have multiple branches with different contracts, it currently defaults to the logged in branch when running the contract billing
We have a couple of End Period plus service contracts that we have been billing for nearly a year now. We now need to know how do we remove a piece of equipment from the service contract, but leave all others?
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?
WARNING: Skip this paragraph if you are just looking for a quick solution. :)Hello Folks,I have been meticulously working on import scenarios re: Service Management and haven’t seen a lot of folks just sharing what they’ve got in terms of solutions and mapping and exported Import Scenarios and stuff. I know the info is out there -- I mean people must be importing data for their clients and standing up Acumatica for them, It’s almost like we see these things as our own personal artwork that we will show a glimpse of to folks, but will not outright share how we did it. In my 28 years of IT work I have encountered this over and again. It’s like if you share how you did it with others, you suddenly lose value as a professional. The presumption here is that you only have a few secrets and if you give them all away, you will not be marketable. I have always come against this norm by sharing everything I know with people and not holding back the solutions I have come up with. It so
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.PXUnitConversionExceptionIN 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 ite
Customer does not have the Project module installed. So I can see how COGS gets posted to the GL by releasing the issue associated with an appointment invoice, but how does the cost of labor get posted to the GL? How is the cost determined and when does it get posted and is there something that needs to be done in order for this to happen? I have already added a time card for an employee and added a labor rate for same, enabled time tracking in Service Order Preferences as well and I am using a non-stock hourly labor item associated with a labor item class and choosing the above employee for the appointment, performing the appointment and closing, then run billing and release the invoice. Still can’t see the cost of labor posting. What am I missing?
Does anyone know how long it takes to implement the Acumatica Field Service Module? Anyone know of an advisor that can do it quickly and cost effectively? Thank You
Has anybody used a solution from a ISV for Electronic Driver Logs? Our current company does shorthaul which doesn’t require EDL but we are starting to see that with our trucks traveling beyond 150 miles radius that it will be required. We are hoping if it has some Acumatica intergration it could help our company with some intercompany billing. Anybody familiar with what solutions are out there and how its worked for them?
Is there a better way to do this? I don’t see an option for “one-time upfront”. The best it looks like we can do is to bill a Service Contract yearly. Here’s my workaround. Please let me know if any has alternative suggestions. Duration = x years Billing Period = Year Service Per Period - adjust line item to the x-year total Deferral Code - add x term deferral code (e.g. 3 years/36 months) Run Service Contract Billing Deferral Schedule created after AR Invoice processing Should accurately recognize revenue across x terms (in this case 36 months) For years 2, 3, etc. - modify services period and zero out prices so no billing/revenue generation occursIt’d be ideal if there was a Period option of “one time” or “only once” for upfront billing. I can submit an idea if there isn’t one already and if others believe that’s needed.
We create a Sales Quote, mark lines Require Appointment; create Field Service Order.The order is created, but the lines are marked and Nonbillable. The detail lines are non editable. How to resolve.
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 and 2024R2 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://portal.azure.com and re
Hi,Has anyone encounter issue where you imported the Appointments with line detail successfully, but the service order that created automatically from the imported appointments has missing line detail? When I created the appointment manually, the service order that created automatically has no issue with line detail, only when using import scenario that this issue happen. Thank you. Regards,Chern
We are using an automation to create cases from our Work Orders outlook email. We’re running into a couple issues. First is duplicate cases. Ex. If someone replies all it adds a RE: to the front of the subject and creates a new case. Or if a new contact is added to the email it creates a new case. Now we have multiple cases for one conversation. Second - The attachments in the email (in activities) does not transfer over when creating SO from Case. Is there a way to have the attachments from the email transfer over?
Good Morning, WITHOUT using the “Mark for PO” feature, is there any way to create a filter showing which Service Orders are “Ready to Schedule”? I have created a filter looking at the INSiteStatus table, ensuring that the QtyOnHand > 0 (for the specific warehouse). Which works great, except that it doesn’t look at all item rows. Meaning a Service Order may require three different Inventory Items, and my filter will show the Service Order as “Ready to Schedule” when just one item meets my criteria of QtyOnHand>0. I would like the filter to only show the Service Call as “Ready to Schedule” when ALL Inventory Items have a QtyOnHand>0. Any ideas would be appreciated. Thanks,Alec
Has anyone seen this before?On the Calendar Board filter, the check boxes visualy change when you try to check them. Clicking or double clicking the boxes does not activate the filters. The only way I can get the box to check is to tab to that box and spacebar. This happens on both Chrome and Edge. 23 R1 (we’re upgrading to 24 R1 in less than 2 weeks)
Before I submit a support ticket, I wanted to see if the community has this answer already… I have two almost identical Service Contracts created, both Active and invoiced. In the Service Order, when I select the first contract that I created (0063) or don’t select a contract at all, the Target Equipment appears for selection in the details properly (see first screenshot). I have another Service Contract (0068) that I created, but when I select this in the Service Order, the Target Equipment disappears from selection. I have absolutely no idea why this is the case. Has anybody encountered this or know why this is happening? Can there not be 2 service contracts active at the same time? This seems to be a bug to me…
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
Looking for a Acumatica reference that utilizes Field Service Mobile App for Scheduling Technicians, Accessing Service Orders, Applying Actual Labor, Invoicing, and collecting Payment all through the Acumatica Mobile App. This prospect is eager to talk with a customer that is using these features on the Mobile App.
Has anyone figured out how to get this to show the correct address on the Service Order? I have noticed that when creating a Service Order (SVO) from a Sales Order.If the sales order includes a Location that is not MAIN one of two things happenThe SVO type has the AppAddressSource (Take Address and Contact Information From) set to Contact Then Acumatica creates the Service Order with the MAIN Location address even though the Location is not main (This is because the Contact is linked to the Business Account and not a Location) The SVO type has the APPAddressSource (Take Address and Contact Information From) set to Business Account Then Acumatica goes into an endless loop following this message This was a known issue way back in CRM with this Dialogue box that sparks endless loop
