Field Service

My company has certain service parts that can be refurbished and reused on the next call. Is there a way to receive these items back, refurbish them, and then add to stock as a refurbished item? My initial thought would be to RMA the item, receive, disassemble to a “core” item, then assemble the refurbished item with a tag to call it out (XXXXX-RFB). I feel there is a step missing in this thought. Does anyone have any experience with this scenario?

I have a client with a pretty niche requirement but based on my research it should be possible. The client creates SOs from their CRM which they use as the central document for tracking of the Job. From the SO they create PO for the Serialized goods that will be delivered and installed on their Field Service Order. So the lines from the SO are marked for PO and Service Order and linked to the PO and to the Field Service order through the standard Acumatica “Create Purchase Orders” and “Create Service Order” actions. When the PO is received it allocates the Serialized material to the SO but that causes a conflict on the Field Service Order making that serial unavailable for selection there because it would cause the quantity to go negative. In order to use the FSO and Appointment to issue the material, instead of a shipment, the users must manually unallocate the SO and then manually allocate the Serial to the Appointment. This is a bulky and difficult process especially with Approvals

Hi, Can someone help explain the behavior below?When creating a Weekly Time Crew Entry manually under Time Activities, the first line always has a blank Union Local value. However, when I add subsequent lines, the Union Local field is automatically populated even before an employee is selected.Could you please advise where the Union Local value is being pulled from in this scenario?My expectation is that the Union Local should remain blank until an employee is selected, and then it should be populated based on the Union Local setting on the employee record.Any insight into the current logic or source of this value would be appreciated. Thanks!

Hi Everyone,I have noticed that users are able to start an appointment more than once even if the previous log is still In process, this is not ideal because the user might end up tapping on the start button more than once thinking his logs aren’t being captured yet there, which causes inaccurate reporting, I have attached a screenshot with an example, in this case the user ended up starting the same appointment twice on the same date without noticing that his log was captured as twice in process and when he completed the appointment the next day, they were both completed at the same time.I don’t know if it’s a bug or there’s a setting I am missing?

Hey community, wondering if anyone can speak to issues with field team members having connectivity issues with Acumatica on a server hosted instance versus cloud based? We currently host on our server, but our team members occasionally have problems in the field when leaving a job and it not registering in Acumatica. Curious, for users who have tried both or just utilized the cloud-based system, do you encounter issues with team members trying to “complete” an appointment and connectivitiy issues prevent from doing so?

One of our technicians Uploaded 302 videos to the wrong place.  He was to attach the videos uniquely to the appointment detail line and instead attached them to the ‘asset’ screen which is a customization.  I have the links to the files from the UploadFileWithIDS DAC, but cannot figure out how to write an import scenario to add the link via file maintenance on the detail line.  Has anyone ever tried this?

Is there a setting that would allow the appointment confimed box to be checked automatically or a glitch in the calendar board?  Recently our schedulers have been complaining that after moving appointments around the calendar board on tomorrows date from one tech to another they appear as confirmed without their knowledge.  Is this possible?  Can it be fixed so it does not happen?  

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?

It would greatly improve the ease of getting all costs onto our service orders if we could link an AP bill directly to a service order.  We do use the PO system for most of this, but still have expenses come in that we have to manually add to our service orders because there is not currently a way to link the bill in AP to the service order where we want the cost to show.

We need to the ability to have negative quantities on service orders so we can return items from a customer and back into inventory, while giving the customer credit for that return.

We need to be able to generate time cards for all hourly employees for the year and have them in the “On Hold” status, without all the manual effort.We currently use the generate time card feature in the employee setup screen and generate a year’s worth of time cards for each needed employee.  This however creates the time cards in the “RELEASED” status and we have to then go into every single one of them and manually change them back to “On Hold” so time can be added to them.  This is a HUGE waste of time and it sems like this process should be easier.

When using the staff appointments on calendar map, the pin for a customer is showing in an incorrect location. How can we update that pin location? Once the appointment is started, will the pin update similar to a delivery system (Smartdrops)? Is there a manual way to make this correction? 

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!

Looking for a suggestion on what’s the best way to handle service orders that require multiple appointments spanning across multiple days especially when there is material involved that is marked for purchase order. It is not always necessarily the same tech. If we add the material to the service order, cloning the appointment will also clone the material.  Any suggestions on how to proceed with scheduling these appointments and where the materials should be marked for PO for the most efficient workflow?

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 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