Field Service

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!

Does anyone know why the shipment status is "Invoiced," even though we haven't generated any invoice for this shipment? is it a bug? how to change back the status?  

We can see profitability for projects and for appointments but there is no way to see profitability by Service Order. I heard this may be coming in 2021R1. Can this be confirmed?

In a service order, user is attempting to add an Instruction line under Details and is getting the “An attempt was made to add a duplicate entry” error when just clicking the + to add the line.   No other information has been entered at this time (e.g., Line Type, etc.).  I see the error related to imports and customers but not with service orders.  Thanks for any thoughts, suggestions. 

Acumatica Cloud ERP 2023 R1Build 23.107.0022 +Hey folks, running into this when i try to run billing on a service order.  I checked the labor item on Ref. Nbr. 0001 and added an Expense Accrual Account and Subaccount to the GL tab no avail.  I continue to get this error.  Thought I would check in here first before reaching out to support. 

Hello!We want to default the branch location when creating the service order, otherwise we have to fill the branch location every time. We have only 1 branch and 2 branch locations and one branch location is mostly used other one is rare case. Hence we want to make that mostly used branch location to be defaulted, and there is no dependency. Please let me know if you know how to do this. Thanks Amanda 

 Hey folks, thought I would share my import scenario for Service Management Equipment. See below:  

One of our technicians Uploaded 302 videos to the wrong place.  He was to attach the videos uniquely to the appointment detail line and instead attached them to the ‘asset’ screen which is a customization.  I have the links to the files from the UploadFileWithIDS DAC, but cannot figure out how to write an import scenario to add the link via file maintenance on the detail line.  Has anyone ever tried this?

We are researching the option to use the Services Module for our internal facilities team to use for managing repairs/services needed for the company.  There will be no billing in this case so I created “Internal” Service Order Type which then does not require Customer.  While I can create a Service Order, they do not appear on the Service orders tab on the Calendar Board.  I ran SQL Profiler on my local instance and it appears part of the WHERE clause for populating this tab is the Business Account must be something (not blank or NULL) as it is doing an inner join to BAccount table.  Anyone know if this is by deign that Internal Service orders are excluded or is this maybe an oversight?  Appointments show up but there are some reasons why I’d rather initiate with Service Order.

Hey Folks,Been working on this one for a bit.  I can import historical service orders with detail line items, but cannot get them to close.  Any ideas?  Is anyone else doing this? I also attempted to Close them with a different import scenario but did not have any luck.   I will post more if needed.  I am hoping someone has already figured this one out.

Attempting to add an appointment to the Staff Calendar, but it does not open the appointment screen, it only pops up with the Service Field Dashboard or the Acumatica Home screen Any thoughts or suggestions? Thanks!

We have a customer planning to implement service integration soon and they are asking if it is possible to visually arrange the calendar board by shared appointments for staff members, instead of staff members being listed alphabetically. The screenshot below he’d like to see staff members who are teamed up next to each other (i.e. 1&4, 2&6, 3&5). Is there any way to do this, or is this more likely a developer/customization? Thanks in advance for any thoughts anyone could provide on this request.  

Hi everyone,The description of an invoice created from a service contract is setup up like :[Billing type] Contract : [Service contract ID] [Service contract description]Is it possible to manage this default value to define another description?Thx

If I add the export the Equipment GI to Excel (FS2050PL), I am able to take the ManufacturerModelID and the Registered date in excel and use the AVERAGE on the date field to average the date across the machine description to get the average age of those machines.I had to add these fields to the results grid firstWhen I try do the same AVERAGE in either a pivot table or applying a pivot filter it doesn't do the average of the field like it does in Excel. It has no problem doing the COUNT option on the same selection.Any ideas on the way to get it to do this correctly? 

Hello! Is there a way we can identify a purchase order which is coming from the field service module. Though the sales order number is getting updated on the purchase order if it is coming from a sales order, service order number and information is not getting updated. Any of you know a way to trigger approval for POs coming from services on the approvals?Thank You!

When will Acumatica enable creating approval maps for service orders and appointments?  

Looking for some help on how to trigger a business event on the service order screen from Workflow Stage (WFStageID). I’d like to send a notification if the stage = WON.  I’ve tried setting up a business event from both the service order screen and a GI screen with no luck. Here are the workflow stage settings:My first attempt was using the Service Orders screen and WFStageID. The Workflow Stage does not have any values. I tried manually inputting WON or ‘WON’ for various conditions and the system erases anything I put in there upon saving the record. I also tried this without the first condition of equals CAL.The second attempt was creating a business event from the service orders GI an

Hey folks, when i create a new customer in 2023 r1, then go to the Service Billing tab, there are three service order types in there by default.  I want all of the service order types to populate there when I create a new customer.   Any ideas short of an import scenario or am I missing something? 

Hi, We want to cover some services and some stock items from the service contract. The items and services which are not covered will be billed. We will be billing the customer at the end of the month. (This can be adjusted) We thought of using End Period Plus billing type but is unable to add stock items to the services per period in order to make it non-billable at appointment billing.  Is there’s a way we can perform this? Amanda 

Hello!,  We need to get an advance payment from the customer for the items that are not covered by the service contract. But when I select the service contract on the service order it disappeared the prepayments tab. I tried to connect the service order on the payments and application form but we cannot create a prepayment and connect service orders only a prepayment can be connected if coming from the service order. Is there any way I can collect prepayments for the service orders connected to a service contract?Amanda