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Field Service

Service Management, Equipment management, Route Management

  • 369 Topics
  • 1,221 Replies
369 Topics
dburns
Freshman I
dburnsFreshman I
asked in Field Service
How would I move a NON-STOCK item from one warehouse location to another?

I have 3 non-stock items that show to be in one location when there are physically in another. How would I move this in the system? I see transfers but this appears to only be for stock items.

30712
Laura02
Captain II
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
Hiding Warehouses

Is there a way that we can make it to where our techs can’t see the default warehouse when they go to job cost parts from their trucks. We are running into the techs choosing the default warehouse instead of selecting there truck as the warehouse so our inventory is getting very messed up. We want them to still have access to the main warehouse we just don’t want them to see that as an option when they go to job cost.

16112
Kandy Beatty
Captain II
paulgilfoy13
Freshman I
paulgilfoy13Freshman I
asked in Field Service
Billing Time directly to Customer (through activities?)

I am looking for a way to bill time directly to customers. I noticed when creating an Activity for a customer (work item, phone call, etc.), you can check the activity as “Billable”. How do you bill these activities to customers? I am guessing the activity checkbox (Billable) is only for reporting on the timecard. I am trying to avoid creating a project and invoice for a 15 minute consulting phone call. I’d love to way to track all billable work items for a customer and then bill them at the end of the month / quarter with all these work items. Thanks, Paul

1512
K
Freshman I
R
Freshman II
ryonxanFreshman II
asked in Field Service
Default warehouse issue on Field Service tablet for technician

We have identified an issue where when a technician adds a stock item to the appointment, and selects his van as the warehouse then when he adds it to the appointment, the warehouse changes to the MAIN warehouse in the company. Obviously this is very frustrating and means they either need to go back into the item and change the warehouse again or our scheduler has to make sure that before they send the appointment to billing that they have checked the warehouse is correct for that technician. Exact steps: Open appointment in tablet Click on Details tab Click + to add Add Items Select FILTER at top of screen and select technician van Select a stock item by putting a tick in the box that says 1 quantity on hand and warehouse is their van. Once you select the item it changes the warehouse to the MAIN warehouse and its quantity. I have a video of this happening but am unable to upload an MP4 video.

662
Chris Hackett
Community Manager
I
Freshman II
ikarisg
asked in Field Service
Color coding customisation in mobile app

Hi, just want to emphasise, sometimes it’s hard to navigate this app due to the lack of color coding. And it’s easy for users to missed out or forget certain setups. Example for the appointment module, would love for “In Process” to be in Green and “Not Started” to be in red. Because at times due to the nature of the job itself. They will create log even when Appointment is “Not Started” making them frustrated assuming there is an error. I hope there are enhancements for these case scenario.

981
Kandy Beatty
Captain II
Sagar Greytrix
Captain II
Sagar GreytrixCaptain II
asked in Field Service
Projects Screen Default to Descending by Last Date

Hi Team, I would like that when I add a document to the FILES section on the Project screen, the document should be displayed in descending order based on its 'LAST DATE.' If there any way to do this? Regards, Sagar

602
Naveen Boga
Captain II
E
Jr Varsity III
eshahid98Jr Varsity III
asked in Field Service
What is the Resource Equipment Used for Today?

I am implementing FS for a client and wondering how can we utilize the Resource Equipment functionality. I have a few easy questions for the community: What is the Resource Eq used for today? Is there a functionality to create a Resource EQ record from the PO Receipt? How do I schedule a resource EQ for a service order/ appointment? Where do I link/reserve a resource EQ for an appointment? Appreciate any insights. Thanks!

2644
jo70
Freshman II
R
Freshman II
ryonxanFreshman II
asked in Field Service
Adding Equipment photos from an Appointment

Is it possible to take photos on an appointment and save it onto the target equipment selected for that appointment? Our guys don't have access to the equipment module on their tablets and at the moment we have to take photos on the appointment and manually move them to the appropriate target equipment.

531
K
Jr Varsity II
V
Freshman II
vpoulsonFreshman II
asked in Field Service
The Gnerate From Service Contracts button on Service Contract Schedules is disabled

We have a service contract schedule where the Generate From Service Contracts button is disable even though there is no appointment or service order linked to the schedule. There are four other schedules that have been created after this one and the second one does have an appointment created. The last three don’t have an appointment and the button is enabled on each of them. Since there is a schedule with an appointment created after the schedule in question could that cause the button to be disabled?

741
Keith Richardson
Semi-Pro I
paulgilfoy13
Freshman I
paulgilfoy13Freshman I
asked in Field Service
Release Time Activities - Success by Users vs Errors by Automation Schedule

I have noticed inconsistencies between a user releasing Time Activities vs. an Automation Schedule releasing Time Activities. On the Release Time Activities (EP507020) screen, we encounter the following error when run via an Automation Schedule: (this error comes from the Automation Schedule History (SM205035) screen.) PM Error: Task is Completed and cannot be used for data entry. While logged in as the Admin user on the Release Time Activities (EP507020) screen the time Activity is processed successfully. What is causing the Automation Schedule to fail when compared with the Admin user manually following the same steps? We would like to avoid having to manually releasing time activities every day. Edit: To be clear, I understand the error is coming from a completed task not allowing the release of the time activity. My question is why can the Admin user process this record without errors while the automation schedule fails?

1351
meganfriesen37
Captain II
B
Freshman I
bscott68Freshman I
asked in Field Service
Integrate Acumatica Service Management with a fillable forms provider for appointments and service orders

For many in the service industry it is important to be able to fill out inspection sheets out in the field. While there are many providers of the fillable form concept (WorkMax,FastField etc.) none of them have the ability to save the inspection sheet (usually saved as a PDF) directly to a service order or appointment on the mobile app

3577
hhile
Freshman I
I
Freshman II
ikarisg
asked in Field Service
"Object reference not set to an instance of an object" error appear whenever we tried to create a log from Staff Screen

"Object reference not set to an instance of an object" error will appear whenever we tried to create a log (press start) from Staff screen. And after that the tick button will appear but we couldn’t even select it to press save and we need to quit the screen and refresh. Any advise or assistance on this? Our current build: Acumatica Cloud ERP 2022 R2Build 22.212.0046 +

5981
jinin
Pro I
PaulMainard55
Varsity I
PaulMainard55Varsity I
asked in Field Service
Exposing Service Orders Screen to the Mobile App

Has anyone deployed the Service Orders management screen to the Mobile App? Are the any code snippets available for this?

5915
R
Varsity I
Janella
Jr Varsity III
JanellaJr Varsity III
asked in Field Service
Correcting Labor Item on Service Appoinment

Performing a timecard correction, because the labor Item was incorrect. The appointment show the corrected timecard number, but the labor item was not corrected in the appointment. It should be the corrected labor item per the timecard, reflected on the appointment to cost at a different labor rate.

1172
R
Freshman II
J
Freshman I
john55Freshman I
asked in Field Service
How to import appointment logs?

Has anyone been successful importing appointment logs? Are you able to share your import scenario?

661
riglesias
Acumatica Employee
H
Freshman I
helpdesk37Freshman I
asked in Field Service
Appoitments

What is the process of linking appointments with service contract. Am trying to perform the same but it is not working. Kindly Advise,

644
Anacarina Calvo
Pro I
R
Semi-Pro III
raphrfSemi-Pro III
asked in Field Service
Calendar board - trouble

Hi, after some row in the calendar, the data isnt readable. Is it a known issue? How to resolve that? after scrolling to the top

3019
aaghaei
Captain II
H
Freshman I
helpdesk37Freshman I
asked in Field Service
Placement Contract Cover Sheet

A Placement Contract Cover Sheet is a document used to track and manage information related to placement contracts. A placement contract typically refers to an agreement between a company and a staffing agency or recruitment firm for the provision of temporary or contract workers. What is the name of such documents in Acumatica ERP?

232
M
Freshman II
R
Freshman II
reyortdorFreshman II
asked in Field Service
Service Order Contact Question

Perhaps this should be under “Idea” since I want to do something that I don’t think is possible at the moment. However, I thought I would ask first. Under service order type options, I can choose: “Take address and contact information from: 1. Business Account, 2. Contact, or 3. Branch Location. I would like the contact information (phone and email) to be pulled from the contact, but I want the service location address to be pulled from the business account. Is this possible? Here is why: In the case of multiple customer locations and multiple contacts, one contact may be linked to multiple locations and one location might be linked to multiple contacts. So, if I choose “Take address and contact information from Business Account ”, it takes manual manipulation of the contact information on the specific customer location in order to get the correct information on the service order. If I choose “Take address and contact information from Contact ”, it takes manual manipulation of the addr

931
Anacarina Calvo
Pro I
G
Freshman II
GillianFreshman II
asked in Field Service
Editing Time Activities after it's been released?

Hello! Our company is new to Acumatica and we are still working through some growing pains as we adjust to the new system. Is there a way to edit/adjust time records after they have been released? We had some employees apply their time to a Construction Project instead of a Service Order and it was not brought to our attention until after the time was released. It has not been pulled through to Payroll yet.

4396
G
Freshman II
J
Freshman II
jddonnell55Freshman II
asked in Field Service
Multi-tier SLA Question

Our Client will have Advanced Distribution, with Equipment Service, Contracts, Case Management and other items for their business. They have a couple of larger clients who require some pretty stringent SLA levels. Here is an overview of their SLA Needs: . Here is how they have to track SLA’s for one of their Clients: (the hours listed are examples and will change contract to contract, and equipment type to equipment type) Overview They have to call the client within 1 hour to acknowledge the Call They have to be on site within 8 hours They have to have the problem fixed within 16 hours All time starts when the call is Received Email notifications will need to go to customer at each step Nuances: By Customer / Equipment · Each Customer will have different equipment · Equipment can be categorized and have different SLA requirements - Preferably in the same contract · Example would be printers would have a 2 hour initial response, 12 hour on site, and 36 hour fix time · Firewalls may have

610
J
Freshman II
M
Freshman I
mstuber64Freshman I
posted in Field Service
Field Service Appointments, availibility for a service technician

Hi there, Would it be possible to use a link to the staff calendar from the appointment directly, so we would not have to switch back and forth. Also, how can we show that a staff member is absent and not available (PTO, training, sick) on the staff calendar? Thank you! Monika

2197
Anacarina Calvo
Pro I
G
Freshman I
garcimig09Freshman I
asked in Field Service
Cannot make Appointmnets anymore

I’m running into an issue now that I can’t make appoints because I must be an Employee to a current Screen. I doubled check the employee screen and everything looks good and same same when under user. I’m full admin too. whats the best way to take care of this? I went though every settings and can’t find where to correct this issue.

793
estebanperalta54
Captain II
W
Freshman II
wsobersFreshman II
asked in Field Service
How to calculate and sum service order profit percentage.

I have a GI with the results grid shown below. Everything works, except the GP% calculation. I started with trying to sum the cost and price on the service order details by service order number. I relate back to the service order to use the “OrderDate” as a filter against “fromdate” and “todate” parameters. I get the below result from the query. The difference calculation works. How can I calculate the “Difference/Ext.Price” as the %Profit in the last column? Regards Wayne

1441
aaghaei
Captain II
R
Varsity I
rmillerKimballVarsity I
asked in Field Service
Trigger Appointment Needed without marking an item something for PO?

We are currently going through sandbox setup and scenarios for the Field Service Module and have run into a snag with second appointments on a service order and figured someone out there may have a solution! Marking an item for PO works exactly how we want it to, with the only caveat being if we have multiple POs to the same vendor the system likes to create a PO for each branch-location instead of grouping them all to one vendor. However, we have multiple warehouses so we don’t always need to mark items for a PO, our tech’s can get the part from the main warehouse transferred to their truck warehouse to finish the job on the second call. So, we need a way to trigger the “Needs Appointment” flag on the Service Order for the field techs, and a way to create the demand for the item(s) required for the second trip. Have any of you found solutions for this problem?

702
R
Varsity I

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