Skip to main content

Field Service

Service Management, Equipment management, Route Management

  • 343 Topics
  • 1,139 Replies
343 Topics
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 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

50
cindywhitner76
Acumatica Moderator
6 hours ago
Y
Freshman II
yehchernchan93Freshman II
asked in Field Service
Imported Appointments but service order automatically created without line details

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

272
Y
Freshman II
13 hours ago
J
Freshman I
jecalhillFreshman I
asked in Field Service
Duplicate Cases and Attachments

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?

412
meganfriesen37
Captain II
18 hours ago
A
Freshman II
aclawsonFreshman II
asked in Field Service
How to Show Stock Items "Requiring Scheduling" - All Items Have Arrived

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

452
A
Freshman II
1 day ago
J
Freshman I
jamest62Freshman I
asked in Field Service
Issues with Calendar Board Filter boxes

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)   

192
J
Freshman I
1 day ago
sean21
Varsity I
sean21Varsity I
asked in Field Service
Target Equipment - Not showing up for selection with multiple contracts?

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…  

253
sean21
Varsity I
2 days ago
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

374
B
Freshman I
2 days ago
T
tonyz53
asked in Field Service
Customer Reference for Acumatica Field Service Mobile App

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.  

261
vdiaz
Acumatica Moderator
2 days ago
B
Freshman I
bleisFreshman I
asked in Field Service
Electronic Driver Logs

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? 

241
vdiaz
Acumatica Moderator
2 days ago
M
Jr Varsity II
Mondeddula Madhu Venkat ReddyJr Varsity II
posted in Field Service
Error: Base currency was not adding

 

501
vdiaz
Acumatica Moderator
2 days ago
Troy Vars
Semi-Pro I
Troy VarsSemi-Pro I
asked in Field Service
Create Service Order from Sales Order

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 

1541
vdiaz
Acumatica Moderator
2 days ago
E
Freshman I
ericberubeFreshman I
asked in Field Service
Serial number verification in equipment

Is it normal that we do not have any verification or notice when we create manually an equipment for a service call (serial number already exist… change the owner...already exist with another description or code, continue)?As example, we create a new equipment manually with serial number, but this equipment already exist for same owner or was register with previous owner. and system let us create the same equipment twice without any notice or verification.Is there any option that could be activate to have any kind of notice?

571
vdiaz
Acumatica Moderator
2 days ago
D
Varsity I
DanielStarkeVarsity I
asked in Field Service
How to GPS track asset location and invoice based on customer address and length of time on location

We run MYOB Advanced which is the version of Acumatica for Australia and New Zealand.  We have nearly a hundred assets that we use for delivery of finished goods and these can be left with the customer for a few weeks. We need a tracking solution that will allow us to see where the asset is at any time and to then bill the customer if they keep the asset for longer than contracted norms.  If there is a GPS system that would integrate with Acumatica and would facilitate this, perhaps utilising the Equipment and or Field Service modules, I'd be very glad to hear.

1091
vdiaz
Acumatica Moderator
2 days ago
dsimmerly
Semi-Pro III
dsimmerlySemi-Pro III
asked in Field Service
Field Service Staff Schedule Rules

Staff Member had Staff schedule for 2 different Branch location and showed on both locations on the Calendar boardThe Staff member was “rolled back” on one of the locations and no longer showed on the Calendar board for that branch locationMy problem is that when I look at the Schedule Rule there is no indication that any record was rolled back and this is confusing for the customerHow do you know a schedule is rolled back ?  

141
vdiaz
Acumatica Moderator
2 days ago
P
Freshman I
peterpaaschFreshman I
asked in Field Service
Cases with Equipment

I have seen a few post about not being able to include equipment in cases.  The fixes are janky with no real relationship between the case and the equipment.  How has this been overlooked by Acumatica?It’s just such a common situation to have a customer call and as their describing the problem the tech wants to track the serialized piece of equipment they are helping the customer with.  Not because it needs to be replaced, but because it’s the equipment the customer is troubleshooting.  Has anyone found a way or used a 3rd party software that offers this functionality with a true link between case and equipment.  We are capable and have customized Acumatica using code but for this use case it seems silly.  

211
vdiaz
Acumatica Moderator
2 days ago
K
Freshman I
kelsy
asked in Field Service
How to view location tracking in a map?

Hello, We turned on the various location tracking settings by User. However, when I view the location tracking history, it only shows me the longitude and latitude. How can we view this information in a map form?

282
vdiaz
Acumatica Moderator
2 days ago
Brendan Shepperd
Freshman I
Brendan ShepperdFreshman I
asked in Field Service
Default Branch on Customer Contracts or Contract Items

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

301
vdiaz
Acumatica Moderator
2 days ago
J
Jr Varsity III
jsudakJr Varsity III
asked in Field Service
Why does Service Time get deleted from the log when reopened?

Why does Service Time get deleted from the log when reopened? Specifically, when a person other than the individual assigned to the appointment uncloses or reopens the appointment. Is there a way to keep this from occurring?

161
vdiaz
Acumatica Moderator
2 days ago
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
Removing POs for 24 R1

We just updated to 24 R1 and we can no longer remove POs from the service order. Does anyone know a work around or a way to fix this?

151
vdiaz
Acumatica Moderator
2 days ago
M
Freshman II
mchaturvedi57Freshman II
asked in Field Service
Is there any way to print the staff name of all the appointments from a service order to a an Email Template ?

Hi, Looking for help with a client request to print the staff name from all the appointments on an Email Template. I am able to print the staff from the first appointment using the field “ ((ServiceOrderAppointments.PrimaryDriver.AcctName))” but I need to print  all the staff from all the appointments of the that Service Order. Please advise if any one has worked on something similar. For example SO# XXX has  appointments/Staff on the appointments  - A01 - Jhon, Tina A02 - Jhon, Jeff A03 - Chris So I want print Jhon, Tina, Chris 

91
vdiaz
Acumatica Moderator
2 days ago
L
Freshman I
lewisadFreshman I
asked in Field Service
Appointment workflow stage update from mobile app

Good day,Is it possible to update the workflow stage of an appointment from the mobile app? Currently when items are added to an appointment, we change the workflow stage of that appointment to “Parts Requested”. Doing this generates a picklist for our warehouse persons to gather the items for the technician to collect. When the items are collected the workflow status is chnaged to fulfilled and the line items are marked as completed. In the mobile app I don’t see the ability to chnage the workflow stage manually. Is this possible?

111
vdiaz
Acumatica Moderator
2 days ago
S
smcfall
asked in Field Service
Inventory Count - FS Allocated

I am in the middle of physical inventory count and I am trying to close out the count. However, there are items that show up as FS Allocated that is interfering with us closing it as it will draw our available qty negative. How can I remove the FS Allocated items?  

151
vdiaz
Acumatica Moderator
2 days ago
meagan59
Varsity I
meagan59
asked in Field Service
Mobile Off-line entry of Service Order and Appointment

We are looking for a solution to be able to enter and edit Service transactions when there is no internet or wifi available. Our customer’s service techs are often working in cooler where it is very difficult to get service on their mobile devices.Any guidance is greatly appreciated!

54410
GlenMartin34
Acumatica Employee
2 days ago
sean21
Varsity I
sean21Varsity I
asked in Field Service
Service Contracts - Billed Entirely Upfront

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.  

90
sean21
Varsity I
5 days ago
U
Jr Varsity III
umeshramaswamy82Jr Varsity III
asked in Field Service
Field Service appointments minimum billing for 15 minutes

I know there is not a way to bill an appointment for a minimum set time of 15 minutes. For example if a technician completes a job in 8 minutes, system should set a minimum to 15 minutes unless manual intervention is done. Is it something under future product enhancement consideration?

15511
sean21
Varsity I
8 days ago

Badge winners

Show all badges
Terms & ConditionsCookie settings