Field Service

Hey team, did anybody found a way to change Service Order type after its created (even after appointment is created) without the need to cancel and re-create everything from scratch? This feature would be super helpfull!

Hello!We want to default the branch location when creating the service order, otherwise we have to fill the branch location every time. We have only 1 branch and 2 branch locations and one branch location is mostly used other one is rare case. Hence we want to make that mostly used branch location to be defaulted, and there is no dependency. Please let me know if you know how to do this. Thanks Amanda 

We use Sales Order (SO) Invoices for all our Field Service invoices.  Our SO Invoice has its own report design, which is different from that of an AR Invoice.  The invoices for Service Contracts ONLY use the AR Invoice report. Because we have several companies, we cannot modify the AR Invoice report to meet our service company’s specific needs.  I have submitted a case to Acumatica.  We are told that Service Contracts only use AR Invoices.  To use the Sales Order Invoice, a customization is needed.  This makes no sense to us.  We should be able to use our SO Invoices to bill a Service Contract.  We believe this should be an out-of-the-box feature.Does anyone have recommendations for using the SO Invoice for Service Contract Billing?

We have a large field service division that runs daily break/fix service calls. Each technician has their own service van full of inventory that they use for these calls. In Acumatica we have created a separate warehouse per truck in order to track the inventory levels and perform daily replenishment. How can we set a default warehouse (truck) per employee so when they add inventory items to their FS appointments it comes off of their truck only? It needs to be automatic; we run hundreds of calls per week and cannot expect our technicians to add their warehouse and warehouse location each time they enter a part/item. (We are running 26R1 for reference)

Checking feasible to print Appointment information from the Invoice screen when an invoice is printed or emailed. Is it possible to print or email appointment information invoice screen?

Hi! Is there a way to do dropshipments for service orders? We’re looking for functionality similar to sales orders where a line can be marked for PO and dropshipped.

What is the FSSODet.SiteLocationID default logic? Can this only default from the Inventory Item or can there be a customer or warehouse default?When I add an Inventory Item to a Service Order the warehouse populated from Branch Location Default (i think) FSBranchLocation.DftSiteID but the SiteLocationID never defaults.This isnt an issue for manual entry of Service Orders, I can just set the value. Adding stock items to Service Contracts...im running into issues generating the schedule.Any guidance would be appreciated!

Does anyone know why the Cost Code is not defaulting when I assign Staff Members in Appointments, even though I'm using the Default Cost Code on the Default Project Task?This is preventing us from using the Calendar Board to have our scheduler assign technicians to unassigned appointment while scheduling. We receive the following error…“Error: 'Cost Code' cannot be empty. Please specify the default cost code for the related service order type.” 

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 

Is it possible in the calendar board Modern UI to use Gemini to help with the most accurate routing of appointments?

What company does everyone use for doing credit card transactions. Currently we don’t acccept credit cards but want to start. Just want some recommendations that work seamlessly with acumatica.

We are testing the new modern UI calendar board map and although we have 11 appointmnets we are attempting to view on the map, only 10 show up.  Previously we have had a limit of 10 addresses in google maps, is the limit the same here?

Hello! My company is new to Field Services. Sometimes we want to over ride the contact, but ONLY want it to modify the contact box area, NOT the Address info. ALSO, sometimes when I pick a contact I want it to be the contact persons email and phone number, and sometimes I want it to be the basic company contact information. This would likely require a check box customization to choose which decision needs to be made for that specific service order. Any guidance on Out of the Box or customization is appreciated   

Hello! I’m working through adding multiple images to FS642000, pulling from the attachments on the Appointment. I used the guide ​@lauraj46 created: How to display multiple images horizontally in Report Designer, which was super helpful (THANK YOU). My first image loads correctly, however, the second image displays with an error. I attached a screenshot of the error along with our RPX. Any guidance is appreciated, thank you!  

Has anyone experienced this issue with Field Service billing? Could stale posting records, posting batches, or a known Field Service bug cause this error?Any suggestions on additional tables, posting records, or diagnostics to review would be appreciated.

When an invoice is generated from FS501300 (Service Contract Billing) an invoice is generated using items that are listed in FSContractPeriodDet (Services Per Period tab on the Service Contracts Screen)After the invoice is generated, there is no way to tie the invoice line (ARTran) back to a specific service/item which is IDed through the ContractPeriodDetID field.It appears to me that the ARTran table should have a ContractPeriodDetID field so that we can link back to the correct service contract line. There are no noteID or line nbr fields in FSContractPeriodDet table. The only unique identifier seems to be ContractPeriodDetID.Am I missing something or is this an oversight in the table design?We need to link back to the equipment number defined in the FSContractPeriodDet table, but there appears to be no way to do so. 

The mobile App updated on May 14th. Ever since the update was pushed, we have been getting error uploading file. We have had the error in three different parts of the app: 1. capturing the appointment signature, 2: uploading appointment photos, 3: capturing expense receipts. We are using Samsung XCover Pro 7’s with latest Android version. Verizon is our cell carrier. Saw there was a similar bug 2 years ago after update. Any ideas how to fix this issue?

I am new to Service Management, so thanks a lot whoever can help Tried to create an appointment to replace a component which is Serial Tracked. The setup for tracking requires to manually input the serial number on Usage.However, when i try to complete the appointment, the system is generating an error due to the fact that it requires the Serial Number. Tried to key it on the appointment, but the system is telling me Serial number is not found and won’t let me to continue.How should i record such instance? ThanksAngelo

Hi all,I’m working on an evaluation for a service-heavy business and would appreciate insight from anyone who has either integrated Zuper with Acumatica or evaluated Zuper vs. Acumatica Field Service side by side.A few questions I’m especially interested in:Integration experienceHas anyone successfully integrated Zuper with Acumatica? What approach did you use: native connector, middleware, or custom API work? How well did data flow between the systems for customers, service orders, inventory, billing, and financial updates?Field service fitWhere do you see the biggest functional gaps between Zuper and Acumatica Field Service (or Acumatica Field Service supported by tools like JIGx), especially around:dispatching / scheduling technician mobile experience work order execution customer communication / notifications service-heavy or residential-oriented workflowsInventory and financial alignmentIf Acumatica remains the system of record, how are you handling:truck stock vs. warehouse inven

I’m running Acumatica for my manufacturing and field service.  We have the Field Service module.  On some Service Orders and Appointments, we have items that production needs to Manufacture and Ship before the Field Service tech can be dispatched to the jobsite. For instance, the customer orders a pump. We have to manufacturer the pump, then deliver the pump, then once it’s delivered, Field Service needs to dispatch a guy via an Appointment to start up the pump.  We have the manufacturing and delivery part down 100%, and we have the service order and appointment part down 100%, but we can't figure out how to marry the 2.  I need a good way to get from “the delivery is confirmed, the product is on site” to “we need to dispatch a service guy by creating the appointment and putting the appointment on someone's staff calendar”.  I can’t put the manufactured item on the service order because then I can’t then create a shipment, so we put a service item on the Sales Order and mark it Appoint

I'm on Acumatica 2025 R2 and trying to confirm whether the following is possible out of the box.Scenario:I have an appointment with one labor service line:Labor item: Technician Labor Estimated Duration: 20 hoursOn the Staff tab, I assign 2 technicians to the appointment. The intent is that both techs work in parallel, so the job finishes in 10 hours (10 hours × 2 techs = 20 total-hours).What Acumatica does:The appointment's Scheduled Duration is set to 20 hours, and the Scheduled End Date is calculated as Start + 20 hours — adding the second tech to the Staff tab does not change the scheduled window.My question:Is there any standard configuration (Service Order Type, Service Management Preferences, Service settings, etc.) that makes the appointment's Scheduled Duration automatically equal Estimated Duration ÷ Number of Assigned Staff?If not, what's the recommended default workflow when one labor line is meant to be split across multiple techs working concurrently? For example, checkin

How do we update prices for service contracts?When we update a recurring price, this does not cascade to the next period. It reverts back to the original price from two periods ago. Is there a function to update prices and cascade those prices to every period forward? 

Good morning all,I am posting to inquire if anyone has seen if the Acumatica portal can tie to the Field Services module for like payments, services, appointments, etc. Does anyone know if its possible and if so does anyone have evidence showing it running? Thanks in advance all.

We just upgraded to 2025 R2. Now we are having issues with service orders/appointments linked to projects.We start the Project in the Construction Module. We create the ‘Project Billing’ Service Order for the same customer and try to link it to the project.It will not allow us to save the service order linked to the project, giving us this message.“Error: Another process has updated the 'FSAddress' record. Your changes will be lost.”I’ve tried to chase this back, but running out of ideas. Has anyone else had this problem or have any thoughts on in?Thanks in advance!

I have a scenario where the several pieces of equipment that need to be serviced and all the equipments are company owned and all in company location not in customer location. We have created these machines as Equipment records. However, when creating a Service Order, I am able to select this Equipment anywhere in the service Order.Is it possible to perform service for company-owned equipment through a Service Order and Appointment?