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Field Service

Service Management, Equipment management, Route Management

  • 371 Topics
  • 1,229 Replies
371 Topics
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
Inventory Used on Appointments

How can I see where an inventory item was used? I want to be able to see what service order it was used on not just the project. Is there a way to do this?

242
vdiaz
Acumatica Moderator
G
Freshman I
gballFreshman I
posted in Field Service
How to email pictures that have been attached to an appointment with an appointment invoice

Hello, Many of our customers require before and after pictures. Our technicians attach these pictures to an appointment. When emailing the appointment invoice, there is no way to attached pictures or any other required documents with the invoice email. We have to download the pictures and documents from Acumatica to our computer, and then copy them from our computer to the Acumatica-generated email as attachments. It is very cumbersome and time consuming. Another option might be to imbed the pictures documents on the invoice document. I have seen invoices from other software formats that allow for imbedding pictures and documents. This option our preference. This would allow us to see the pictures and documents when we open the invoice instead of having to go to the appointment for the pictures and documents. Does anyone have suggestions on how to include pictures with an invoice..either imbedded in the invoice or as an attachment? Best, Gail

431
vdiaz
Acumatica Moderator
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
SIGNED APPOINTMENT

Is there a way to move just the signature from the original appointment over to the edited version one once we have made our updates/changes to it?

161
vdiaz
Acumatica Moderator
aaghaei
Captain II
aaghaeiCaptain II
asked in Field Service
Interactive Device on Browser Version

Hello all, Has anyone used browser version of Acumatica to collect signature? Like running the browser version on iPad then collect signature for DFR or Appointments?

211
vdiaz
Acumatica Moderator
A
Jr Varsity II
akatzkomoriJr Varsity II
asked in Field Service
Role definition for a field service tech?

We’re on 2024R1 (Build 24.114.0020), just finished CRP2 and trying to finalize configuration for UAT. We don’t have any developers on staff so we’re farming out customizations to our implementation partner. My issue: We’re using field service to send techs on service orders/appointments and for some reason Acumatica does not include any pre-built roles for the service module at all. Our partner provided some FS Admin roles they had from another user, but it grants way too many privileges to a technician in both the app and online. I started going through the Role myself leaving in the ability to do stuff like add Comments or Notes, adjust the date filter, Start/Pause/Resume, Depart/Arrive, capture a signature, enter the signature name and do expense receipts against the appt and disallowing editing of most everything else but boy, it’s miles deep! In some cases fields I can see in the DAC either are named differently or just aren’t there. An example is the LongDesc field on the Other t

552
ricoybanez
Jr Varsity III
S
Freshman I
sandysFreshman I
asked in Field Service
Expose Calendar Board to the Mobile App

We would like the ability to expose the Calendar Board to the Mobile App so we can view current staff availability when we have emergency jobs.

251
Nilkanth Dipak
Semi-Pro II
J
Freshman I
jrudolphFreshman I
asked in Field Service
Stock Item Image not showing on first tab on the ImageURL Field

We are currently using a REST API to import our images for stock items. But when we do, they show up on the second tab of the ImageURL field. Does anyone know why/how we can avoid this? This now makes our report look like there is no image within a stock item profile. Image 1: Shows no image. Image 2: After clicking Ctrl →, this is where we see the image.

302
J
Freshman I
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
GI Filters for Saturday/Sunday

I am creating a GI that gives me service orders that were created on Saturday and Sunday or after 4pm on weekdays. What do I use for filters??? I tried @weekstart+5 and @ week start+6 to get Saturday and Sunday but it doesn’t pull anything. I don’t even know where to start for the after 4pm on weekdays. Help!?

452
C
Freshman I
B
Freshman I
bscott68Freshman I
asked in Field Service
Service Management inventory integration with Project Management updates the IN qty/cost but does not update project cost. Does anyone have a business process work around?

We are just starting to configure a site for a customer that will be using service management, project management and inventory. Our service order type is set to generate project transactions upon invoice Our projects will be percentage completion billed When a service order appointment is created with inventory lines, and is invoiced, Acumatica creates an IN transactions to reduce inventory (this seems correct). However, the inventory transaction that appears on the project has no quantity or cost related to it. So while inventory is correct or job/project has not absorbed the inventory cost and is therefore incorrect. It seems silly to me that a service order tied to a project would not update the actual cost of the inventory to the project system. Am I missing a setup/configuration or perhaps a business process work around? I did see that there was this: AC-256292: If in the Generated Billing Documents box on the General tab of the Service Order Types (FS202300) form, Project Transa

282
B
Freshman I
K
Freshman I
kerrimFreshman I
asked in Field Service
Time Off - best way to track in Acumatica?

What is the best way to record and track employee time off so that it not only flows through payroll but also onto the appointment/scheduling board? Any options other than creating an appointment or work order and scheduling everyone through that?

412
KushaniPerera88
Acumatica Employee
L
Freshman II
lewisadFreshman II
asked in Field Service
Service Order reopen restriction after it has been billed and closed

Is there a way to restrict who can re-open service orders that have been billed and closed? This will apply to appointments as well.

211
vdiaz
Acumatica Moderator
R
Freshman I
ramirezdrmFreshman I
asked in Field Service
How can I update the billing cycle in the service billing tab for a customer via a mass update or an import scenario?

I was trying to use the Import Scenario with no luck; I must be missing something.

1779
K
Freshman II
R
Semi-Pro I
ranjithduraisamy72Semi-Pro I
asked in Field Service
Unable to Run Service Billing (AR Invoice)

Having an issue when creating creating an Service Billing. Item used in the service are non stock service items but getting an error line Lot or Serial not assigned. Error: Inserting 'AR Transactions' record raised at least one error. Please review the errors. One or more lines have unassigned Location and/or Lot/Serial Number But only service item used in this appointment. Customer recently upgraded to 24R2.

1129
saifalisabri
Jr Varsity II
R
Freshman II
rethavanalphen11Freshman II
asked in Field Service
Staff members not assigned to appointments for a specific day

The Staff Calendar board and Calendar board give a good illustration on Staff members not assigned to appointments for the day. Appointment Summary provide information on Appointments and can be filtered per Staff member. How do I get the field service staff members per day that has not been assigned to any appointments out in a GI

595
B
Freshman I
szur
Freshman I
szurFreshman I
asked in Field Service
Appointment tab Log, Line Status

Hi, In appointments, in the log tab, we have the following line statuses: In Process Paused Completed However the Details tab statuses are: Not Performed Not Finished Completed Canceled Our service technicians (property management) need to have the option to log “Not Finished” for a task for reporting purposes - what is outstanding on a service request. How would we go about to make this change. I can find not preferences for appointment logs.

373
szur
Freshman I
bzelinski
Varsity II
bzelinskiVarsity II
asked in Field Service
Acumatica App - Appointment List - Unable to see all the appointments

We just updated Acumatica to Build 24.203.0023. After doing that our service technicians have been complaining about the App. When entering the Appointment List, the default setting is for the complete month (Feb. 1-28). Before the update we really could see all the appointments for the month on that list. Now it only shows the first few: Feb 1-12. If we select “Today”, we can see the appointments for today only, but if we want to see the appointments for yesterday or tomorrow, we have to manually go the filter and set a smaller date range such as this week only in order to see the dates before and after today. When restarting the app, it again goes back to the default complete month which doesn’t work. Anyone else facing this? Any suggestions?

512
bzelinski
Varsity II
R
Pro I
raphrfPro I
asked in Field Service
Fleet maintenance- how to?

We are currently opening a new branch dedicated to mechanical maintenance of vehicles (Appointments). We are looking for a solution to re-invoice these appointments to customers, whether internally (for the fleets of the different branches) or for external customers. I started exploring Acumatica, but I noticed that there are several concurrent windows, such as Equipment (FS205000) and Vehicles (FS203600). I read the help but it does not allow me to understand the distinctions. I want to be able to track costs on my vehicles. I want to be able to see if I change the same part too often (warranty/claim to the supplier) I want to be able to do periodic monitoring (inspection every 4 months for example) In addition, it seems that a vehicle cannot be used as target equipment. Do you know why? Could I extend a vehicle to a Target equipment? Does anyone here have a good command of this suite and could guide me?

462
vdiaz
Acumatica Moderator
R
Varsity I
rmillerKimballVarsity I
asked in Field Service
Deleting Branch Locations

We are exploring deleting branch locations and consolidating them. Long story short, we set it up wrong and need want to move it to how it should be used. We will probably wait until all open Service Orders / Appointments with the older branch locations are completed, closed & billed out until deleting them, but in a Sandbox I deleted the Branch Location and it makes that required field have a warning that the Branch Location has been deleted, and in the GI it is NULL. What ramifications can I expect to see if I delete branch locations?

1065
R
Varsity I
G
Freshman I
gballFreshman I
asked in Field Service
How to issue Purchase Orders to vendors on appointment with no items listed on the Purchase Order?

We went live with Field Service in July 2024. The ONE thing we are struggling with is the requirement to add purchase order items as quickly as they are needed. If our guys are at the hardware store buying a variety of nuts and bolts, it is cumbersome to enter these details at the time of purchase for the techs in the field on their iPads or the people in the office. In our former software (Sage 300 - and yes, we know it is antiquated), but we could have a blank Purchase Order and fill in the purchases later. At the very lease, a blank purchase order alerted us that we have an vendor purchase against the appointment. Because of this limitation, we are not using purchase orders at all. Have any of you figured out how to enter a blank Purchase Order in Acumatica?

806
vdiaz
Acumatica Moderator
G
Freshman I
gballFreshman I
asked in Field Service
Acumatica Web Application & Signature Capture

We are relatively new to Acumatica and have just started using Field Service with iPads. We quickly realized that the web version of Acumatica is much easier to use than the iPad app. However, there is no signature capture in the web application. Acumatica said it cannot be done in the web application. At the veterinarian’s office a few weeks ago they were able to capture a signature in their web application EzyVet. I spoke with EzyVet, and it is a feature that they designed. Does anyone have any experience or suggestions for signature capture in Acumatica’s web applicaiton?

512
Samvel Petrosov
Jr Varsity II
J
Varsity I
jsudakVarsity I
asked in Field Service
What happened to "SELECT ON MAP” functionality?

What happened to "SELECT ON MAP” functionality? We just upgraded from 2023 R2 to 2024 R1 and the “SELECT ON MAP” button has disappered. We now have only “VIEW ON MAP”, which does not verify addresses as "SELECT ON MAP” did.

754
J
Varsity I
D
Jr Varsity III
dsenevirathne54Jr Varsity III
asked in Field Service
Migration of Service Contracts

Hi, Have you anyone migrated service contracts with a new implementation? We need to migrate service contracts but we face an issue which is if we create a service contract for a past date, and when we run billing the system creates invoices from the starting date. Since the contracts have been billed in the past, we don't want to create past invoices in the system. Does anyone have any idea about skipping invoice creation for the past period for the service contracts migrated? Best Regards, Dulanjana

1458
sroberts29
Freshman II
L
Jr Varsity III
lairdtimJr Varsity III
asked in Field Service
Warranty Claim Tracking

Since (my understanding, especially based on other posts) Acumatica doesn’t provide any warranty functionality besides the “Warranty” checkbox on service order detail, I’m curious how other service companies that ultimately need to file warranty claims with their vendors handle service order billing and inventory handling, as well as tracking claims with their vendors. We have a pretty good setup, but it’s all customization. We added a Warranty Vendor column in FS Details (since we can have multiple vendor claims on one service order). If filled in, logic kicks in that sets the prices (on stock and non-stock items) to based on vendor price records for those items, and then discounts it 100% with the discount offset to a warranty AR account. There is a process screen that then reviews all invoices from service orders with any warranty lines and creates a claim. The claim is actually a PO Return Receipt, in which we “return” a nonstock item to the warranty vendor for the amount of the cl

863
L
Jr Varsity III
S
Jr Varsity II
stoner7mattJr Varsity II
asked in Field Service
Appointment/UOM Error: "Inserting 'Service Order Lot/Serial Detail' record raised at least one error. Please review the errors"

Has anyone encountered this error on an Appointment? We are trying to Quick Process this appointment using Sales Order Quick Processing, also run billing and we get this error. We do not require serial numbers, also i’m wondering if its due to the fact that we have 2 EA UOMs in our conversion table. Any help would be appreciated! Screenshot here: Trace Log 1 Here: PX.Objects.IN.PXUnitConversionException IN Error: Unit conversion is missing. at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Objects.IN.PXQuantityAttribute.CalcBaseQty(PXCache sender, PXFieldVerifyingEventArgs e) at PX.Objects.IN.PXQuantityAttribute.CalcBaseQty(PXCache sender, Object data) at PX.Objects.IN.PXQuantityAttribute.RowInserting(PXCache sender, PXRowInsertingEventArgs e) at PX.Data.PXCache.AttributeHandlersSquasher`1.<>c__DisplayClass2_0`1.<To>b__0(PXCache cache, TArgs args) at PX.Data.PXCache.OnRowInserting(Object item, Boolean externalCall)

885
Chris Hackett
Community Manager
R
Varsity I
rmillerKimballVarsity I
asked in Field Service
Service Orders: Item Warehouse Detail doesn't get added automatically?

In Service Orders (or appointment's) I have found that when I add an item that has a new stock item + warehouse combination the Item Warehouse Detail for the new warehouse is not added to the stock item.. This is causing it to not appear on my Prepare Replenishment screen. If I manually add the warehouse detail to the stock item, I will have to also have toggle the Override Replenishment Settings for the Replenishment Source & Replenishment Warehouse to load from the defaults outlined on the Stock Items screen. I hope this makes sense, I can provide screen shots if needed for more explanation. Acumatica 2023R2 Build 23.212.0024

471
vdiaz
Acumatica Moderator

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