Question

Add "Mark for PO" On Completed Service Appointments

  • 11 December 2023
  • 4 replies
  • 83 views

Userlevel 5
Badge

Monday Morning Problem:

I don’t know what happened in Acumatica over the weekend, but here is our issue:

Service Appointments marked as “Completed” no longer allow us to add new inventory items and “Mark for PO”.

This may seem strange that we want to do that, but we have been doing it for quite some time already. We mark the appointment completed when the log is complete and we need the time to go onto the service technician’s time sheet.  Up until today we were able to add items to order on the appointment, and then add a separate log later when the technician returns to install the ordered part.

Is there a setting that we can change and allow “Mark for PO” Items to be added? The frustrating pain point that other people have talked about: If we “Reopen” The appointment, we completely loose the tracked employee time in the log.


4 replies

Userlevel 7
Badge +16

HI @bzelinski 

Did you recently upgrade over the weekend or add a new customization?

Userlevel 5
Badge

@Kandy Beatty , We didn’t do one over the weekend, but we did one earlier last week related to Acumatica Payments. They are completely different parts of Acumatica, so I don’t think that should have affected the Service Side.

Userlevel 7
Badge

Hi @bzelinski were you able to find a solution? Thank you!

Userlevel 5
Badge

Hi @Chris Hackett. Thanks for following up. No solution at this point.

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved