Field Service

We have service technicians that perform onsite repair work for our company. We use the Service Management module of Acumatica and it appears to be working well. However we want them to be able to view the Target Equipment History, it seems like their rights/roles are not setup correctly.Can someone please tell me what the correct rights are to allow them to VIEW the Equipment and Equipment history, but not be able to make any changes to that data? I can get them to view equipment but not the equipment history, it comes up with “An error has occured”We also want to restrict all staff except Service Management staff from making changes to the Equipment database. Just to have Read Only.

   Because it is nonexistent in DB

We are having an issue where we have multiple technicians on an appointment, let’s say three for example, one departs (only selecting themselves to depart), then he arrives (again only selecting themselves), and the appointment moves to In Process. Once this happens, it starts logging time for all the technicians, even though there was only one selected and they are the only ones who have a travel time log. Obviously the other techs are not there, so they should not have their time being tracked. Here’s an example of what it looks like after arriving the one technicianAny help is appreciated, thanks!

Issue:Voided prepayment still calculating the balance into Paid and deducting balance from Unpaid Balance.Cause:Our AR department made an error when entering in a prepayment for a Service Order and applied the full amount instead of a partial payment. They corrected this mistake by voiding the prepayment, and creating a new one for the lesser amount.Pictures:I am unsure if this is an error since we upgraded from 2022R2 to 2023R2, or if it was existing before hand.Is this a known issue in Acumatica?

We have just started to pull the log lines from the service appointment to timecards for payroll processing.Last week someone entered an overtime entry (Earning type ‘TH’) when it should have been normal hours.  We get this error when trying to release the Timecard → ‘An error occured during processing of the field Earning Type value TH. Earning type cannot be updated because this record is related to a released or approved time activity’The appointment was invoiced but has been credited, however we can’t alter the existing entry.  A suggestion was to enter a new line with a -1 for hours.  We couldn’t get the -1 for TH to work but could get -1 for normal hours to save.  This entry has flowed through to the timecard, but still getting the above error.Anyone have any ideas how we can get this sorted?

Where do the Notes in the body section from the OTHER tab appear on the mobile app? I was told these are internal notes for the Service Tech, but the notes don’t seem to appear on the mobile app. These are important as we want to communicate info to the Service Tech that we don’t want the customer to see and we don’t want to appear on the appointment documents or invoice.  

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