Field Service

See question above This seems to be causing issues with closing SORs since we have all these comments & instructions showing on SOR as Requires Scheduling but they are marked as Complete on the underlying appointment.

What’s the best way to be able to issue stock out when consumed in a service order while the service order is still on going for certain period of time. The service order can take place in weeks and stock is used over time. This has caused issue on balance sheet and stock take. It looks like there is variance in the stock take but actually not because the stock is no longer there but the book qty says it’s there.

Hello all,If I have 2 branch locations, have employees in one and employees in the other. How can I assign appointments to an employee that doesn't have that branch as their 'home' branch. Thanks.

We have been using service contracts in ACU since 2020. Since our new update we are no longer able to adjust the ‘Last Generated’ date on the schedules which used to allow us to regenerate after making any necessary changes to the line items. Is there another way to accomplish regenerating? Thanks in advance!!

I had to correct some sales order invoices to remove a non-stock item that was on each of them. Why do the appointments for these go back into run billing? And how do I get rid of those so that they don’t get processed again? Thanks! 

Hi,I’m creating some historical service contracts through an import scenario. With that I want to add a date to Last Billing Date to avoid creating invoices starting from the beginning of the contract when running the billing for the first time. I tried to add the last billing date through a import scenario and it didn't work. Could you please provide any suggestions here?Best Regards,Dulanjana  

hello all,I have a scenario where an appointment has been made for a technician and on the same day the technician pulls in a PTO request. How can i create a notification to notify the users that an appointment has already been created on the same timeframe? Thanks.

Hello all,I have been looking out for ways to block some days on Calendar Board, in Field Services for all the users so that the others aren’t able to make any appointments in the calendar. Thanks in advance.

Hello all,I would like to know if it is possible to move the appointment that has an incorrect service order linked to a correct one. Thanks in advance.

I’m sandboxing the 2020 R2 features and marked a non-stock item for PO (PO for Service Order) using the mobile app (in the appointment as a tech). When I clicked Create Purchase Order from the Service Order, nothing appears in the table--because it’s a non-stock item? I’ve tested before in previous versions, but only with stock items--no issue. Is there no functionality for creating POs for non-stock items through service orders or appointments? Or are there settings I’m missing?

When someone connects Twillio or Amazon SMS services to Acumatica, is there an option for internal employees or external customers to opt in or opt out of Text Messages via the system?  Like if someone used it for Field Service to text their Technicians they have an appointment and used it to text their customers that the Tech is on the way, is there a place in Acumatica to indicate that they opt out of text or opt in to text and if someone tries to text them, it won't go through if they opted out?

Is there an area where we can determine the content of the tiles on the mobile devices?Is there are limit to which fields can be used?

Hello Team,I've added custom fields to the Revenue Budget tab on the Project screen. I wrote code for the RowSelected event, but the values are not being saved in the database when I click the Save button in the Project Header. However, if I click the Revenue Budget tab any field within it, followed by the Save button, the values are saved properly.Could you please assist me in finding a solution to save the field values without having to click on the Revenue Budget tab? Custom Field Code:public class PMBudgetExt : PXCacheExtension<PX.Objects.PM.PMBudget>{  #region UsrPTDBilled  [PXDBDecimal]  [PXUIField(DisplayName="PTD Billed", Enabled = false)]  public virtual Decimal? UsrPTDBilled { get; set; }  public abstract class usrPTDBilled : PX.Data.BQL.BqlDecimal.Field<usrPTDBilled> { }  #endregion} Code File: public class ProjectEntry_Extension : PXGraphExtension<PX.Objects.PM.ProjectEntry>{    public static bool IsActive() => true;protected virtual void _(Events.RowSe

This is the use case… Our company creates many appointments using the Services Contracts in the Equipment Module.  There are times that even though we have an appointment already created for a customer location, a new appointment will be called in and will require dispatch as well.  What we would like to do, if those two appointments are within the same month, we would like to combine the appointments and dispatch all of the services on one appointment.  Has anyone attempted this?

Hello Team, Does anyone have any idea about how to create one invoice by using multiple appointments?Please advice.  Thank you! 

HI All,Is it possible to add a frequency to a service order or to a line item on service order?Business Case: we supply service Maintenance quarterly. We expect to create 1 service order and that service order can be run automatically quarterly to create an appointment for each quarter.Current I run manually after create a service order. In this case, I have to click Create Appointment 4 times when I want to have schedule for service Maintenance within year.service order with maintenance service need to run quarterlycurrently i run appointments manually after creating service order and then edit the schedule datethanks in advance,Yên Chi

Hi all we suddenly have one employee phone not sending coordinates to Acumatica, I’ve check his phone and all his settings are in place. Even acumatica mobile has indicated location has been captured. But it seems like he is permanently stuck in 12/1/2024 in our GI.  Anybody facing the issue?I’ve also uninstalled and reinstalled the app as well as clearing data and cache.. but the issue remains the same. Staff is using Android 14, Galaxy A52 5G, SM-A528B/DS Staff is also only using 1 Google Account which is the work organisation account, he doesn’t have any personal account tied to the phone Last tracked position for this employeeUpon checking the staff phone. The usage history is today (20/1/2024) even acumatica has indicated it. Location permission all activated.Recent access did indicate that Acumatica was accessed for location settings No permissions were being blocked.Acumatica DashboardDevice is detectedTracking is enabled.Is it due to the new google update?Thanks!

Hi,I see multiple base currencies cannot be used with field service management. We have companies in three countries and need to use service management. Is there any plan or when will field service management enabled with service management? Thank You,Dulanjana

Hi All.  I need to automate the “Clone” process on the Appointments screen.We have added a custom field to the Appointment screen which identifies why an appointment an appointment may not have been successfully completed.  When the appointment status is changed to “Completed” and the custom field is set to a specific value, the appointment needs to be cloned and scheduled for the next day.I would have liked to have used a Business Event with either an “Action Execution” or an “Import Scenario”.  The problem I have is that the “Clone” action opens a new screen (FS.50.02.01) which requires entering the new scheduled date and executing the “Process” action.As far as I have been able to determine, “Action Executions” and “Import Scenarios” cannot deal with being directed to a second screen after an action directs them there.  I am looking for confirmation on of this, or wondering if anyone has found any tricks for dealing with this.If not, looks like I’ll need to do a customization.Thanks

Does anyone happen to have a excel import scenario for importing existing customers that have PM schedules and billing schedules already set up? Specifically ones that are potentially progressed billed for their maintenance year?  

Is there any generic import templates for a customer list? Where am I able to find them if so? Also looking for a generic template for equipment list import scenario. TIA. 

Hello Everyone,I looking for input and guidance if anyone has come across how work in progress transactions are handled through the OOB field service module? Thanks,Hari

Why when enter prepayment under AP , there is not allow us to add finance chargesdoes someone know how to enable to add finance charges? 

I believe the current integration does not allow this, but want to confirm. Often times the Customer drop ships the items for service to the customer and then sends a tech out to apply the service. They want to record the shipment and see the cost in the profitability of the Service Order.  It seems based on other knowledge based entries you currently can only ship from the Sales order, which doesn’t accumulate cost on the Service Order. If you place the items on the Service Order/Appointment, the items are allocated in inventory but not relieved which isn’t exactly correct (unless I’m missing something). Is there another way to do this? 

One of our most common causes of inventory discrepancies is items being removed (unallocated) from service orders in Acumatica, but not physically making it back to the shelf. In a previous system we had visibility in the form of a (-1) to leave a trail of breadcrumbs of sorts.Is there any way to leave a “trail” or something similar to give us visibility on items that are unallocated from service orders? This gives us a huge head start when chasing down lost inventory during physical counts. For example: Inventory in question came out of “Technician X’s” job last month. Check his toolbox and truck for the lost part. Just seems like an area where software could lend a helping hand to a very common “human” problem.Thanks!