We have a customer using the service package in Acumatica. They want to bring in service history to allow users to view what service has previously been performed for a customer or piece of equipment, even if the service happened prior to starting in Acumatica.
What process would you recommend to add the service history in Acumatica?
We haven’t had this specific scenario yet, but generally when a customer wants to see history from a legacy system, we do one of these:
Each has its pros and cons. Interested to hear other solutions for this.
We had a client provide us very good historical data and we created a ‘Historical’ Service Order type with ‘Quote’ behavior (can’t be billed) and imported into service with non-stock and service items detail. The client was super-creative and came up with a required attribute that users don’t have access to via security - to prevent anyone from canceling (reverts values to zero) or converting these ‘quotes’ to active orders.
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