Field Service

Is there a way to add a link to each appointment of to get back to the first appointment?Our techs want to be able to refer back to what was done on the first appointment because sometimes a different tech will be going out on the follow up appointments. This way they can get to the appointment faster.

Is there a way to see what Inventory Items are on order?

Has anyone found a way to allow customers to schedule their own service tickets (or request for work) inside of Acumatica? I know they can create CRM cases and those cases can be used to create appointments. My client is specifically looking for a way to allow customers to select a day and a time for a technician to perform work. Those days/times are based upon open availability of technicians. 

Hi all! We are trying to come up with the best way to create a customer portal where they can view their locations, equipment, service orders/appointments and the reports generated for the appointments. I know there is a self-service portal but that seems to be designed for more financial items. Any ideas would be greatly appreciated! Thanks! 

Hi sometimes we have entries missing in GI if we view it 100% via google chrome.Example for this appointment 029583-1. It shows up in 80% view. But it disappears in 100% view. Is there any resolution around this? It’s inconvenient for our team and make us missed out on appointments that we don’t even know were missing.See the screenshot below. It doesn’t appear below and we thought 029583-1 would appear in the next page . But as you can see in the next page, It skipped 029583-1 completely and moved on the next number. 

This is for End-Plus Billing, we would like to rename the the price discription for this customer. But we can’t seem to change description in Sales Pricing list.Any way to go about it besides creating a new inventory ID code? 

This is a question for partners and users of Acumatica Field Service. Currently, when an appointment that contains canceled lines is cloned, the created appointment (the clone) gets all lines copied except for the canceled lines.As users, is this the result you would logically expect? If not, what would you expect and why?

Hello, not sure if this a setup or a feature to be implemented.Is there a way to search for email addresses through cases screen?? (CR3060PL) 

Hello,I am trying to create a new Service Order &/or Appointment using the (...) Actions Menu in the Projects screen. I’ve tried several different order types with the same result:  The procedure appears successful in the projects screen , but no new Service Order is created. What have I missed?When I click Create and Review, or Create, a pop-up window asks whether I want to override settings on the contacts tab.  Whether I answer Yes or No, the Operation completes, and yet no new Service Order or Appointment appears. I verified that the customer attached to my test project has all fields completed in the Serv

I’m having problems with the mobile app on Android. We can access the appointments in the service module, but whenever we try to open the appointment, it gives this error:ErrorThe remote host closed the connection The error code is 0x80070057.Any ideas what this means?

Hi, need some explanation.. sometimes we will randomly encounter this error. Any ideas what’s causing it?  

Hi,we would like to show the service appointments and service orders we have created from a project in the project itself. Similar to the project orders for the matrerial which can be seen in a tab we also would like to see all service related orders/appointments in a tab to have the overview directly in the project. Does anybody has an idea for this?

Is it possible to have Master Contract ID auto number?  (screenid FS204700)   We have to manually create the ids and would prefer it auto number like customer ids and service contract ids.

Hello, I want to implement an email alert when an item from a generic inquiry is deleted. Although my trigger works based on the history, it fails to send the email. I believe this is due to the inability to retrieve the references of the deleted item.Thank you for the support :) 

Hi Team,I've added a custom field named "UsrContractAmount" to our project. This field is designed to calculate a value based on certain criteria.Below is the code related to this field: #region UsrContractAmount    [PXDBDecimal]    [PXUIField(DisplayName="Contract Amount", Enabled = false)]    public virtual Decimal? UsrContractAmount { get; set; }    public abstract class usrContractAmount : PX.Data.BQL.BqlDecimal.Field<usrContractAmount> { }#endregion The calculation for this field is performed in the following method: protected virtual void _(Events.RowSelected<PMProject> e) { var row = (PMProject)e.Row; var rowExt = PXCache<PMProject>.GetExtension<PMProjectExt>(row); PMProject project = e.Row; const int targetAccountGroupID = 35; const string targetGroupCD = "REVREC"; decimal sumContractAmount = 0; if (getBudgetLines == null) return; // Retrieve all the PMRevenueBudget

Can I make so a PO can’t be saved unless a Vendor Ref is used and there is a ship to address added? If so, how?

We would like the ability to use a Non-Stock Item classified as a Charge to list a negative unit price amount on an appointment. We do it to give a discount on the invoice or give a simple refund. It worked before, but since Acumatica updated, we can no longer do it. Here’s an example:There is no inventory involved.This is what we would like to do: (Put a negative amount).This works until we want to run billing. Here is the error message:Last week this was working fine, but some type of update happened, and it no longer works

Hi, Is there a way to auto-uncheck allow billing for service orders generated from end-plus? This is because there will be changes on field before we bill the customer.  

Can we change the color of appointments based on Staff on the calendar board? I know you can change based on the appointment status but nothing out of the box says by staff. I couldn’t find anything on it in the Help. 

Hi,  I've reviewed the settings in MYOB Advanced, but I couldn't identify any configuration issues, and unfortunately, none of these —staff calendar board, staff board, staff routes on the map, and staff appointments on the map—are loading at all.Is there any insight into what might be causing this problem? Thanks Pankaj Soni

In Generic inquiries the @me option works on parameters as a default on CreatedBy, LastModifiedBy or OwnerID fields. I need a list of outstanding Appointments where @me is an Employee on the Staff Tab of an Appointment. How to find your own Appointments? The Appointment Summary does this but does not filter out applointments where staff have completed their service logs and there are multiple staff on an appointment. I plan to use a GI as the Appointment List in the Mobile App which does this.  My problem is that @me does not work on EmployeeID or Employee.UserID directly.  An Employee has a Contact record and Contacts have OwnerIDs but there is no way to access this to update the OwnerID such that it can be used on the query. I am looking at creating a new Contact per EMployee and using this in the query where the owner of the contact is the employee. Is this necessary?  

I’d like to understand how sales is designed to interact with service order.So, there is Require Appointment option in the sales line, according to Help it is a check box that indicates (if selected) that services need to be performed for the stock item. So, we mark the above option when we want stock item/equipment that is sold to be “serviced/installed” while there could be other items are not marked as require appointment but shipped straight away.In the created service order, this item appears. But, where is the service item supposed to be added that will be used to bill customer as per actual duration? Is that in the service order? If so, when SO invoice is created after completing the appointment (the order type is configured to create SO invoice), can we combine this invoice with invoice created via shipment for other items from the original sales order? I can’t seem to be able to do this, maybe I missed something.Also, if the service is initially

When you enter a service order for a taxable customer, and then place a prepayment in full on the service order.  When you create the invoice, it will show a balance due equal to the amount of the tax.  If you click on the applications tab from the invoice, you will notice that the amount paid is less then tax amount, and balance due is the tax amount.  This just started to happen when customer upgraded to 2020R2

Hi team,I've added a custom selector field in the stock item screen. This field displays location IDs based on the selected warehouse in the grid. However, there's an issue: when I change the warehouse, the field doesn't refresh automatically. I'm looking for an auto-refresh property, but it seems not to be available in the grid editor properties. Could you please assist me in achieving automatic field refresh? I've also tried using a custom attribute, but the issue persists.I am using the code provided below.   #region UsrBinLocation   [PXUIField(DisplayName = "Bin Location")]   [PXSelector(    typeof(Search<INLocation.locationID,         Where<INLocation.siteID, Equal<Current<INItemRep.replenishmentSourceSiteID>>>>),        typeof(INLocation.locationCD),

We have run into the problem where if we need to adjust an invoice from a service order and they choose the correct invoice, then correct the invoice and release it.  Acumatica creates a credit memo for the original invoice and then creates a new invoice where the corrections are made.  This is good, but the problem is that it marks the appointment status where the original invoice was created from billed to closed.  The appointment then gets rebilled by because it doesn’t show as billed anymore. creating 2 invoices for the same appointment.  Is this a bug or a configuration issue?The process that does work is to cancel the invoice and go to the appointment, make changes and rebill through the original process.  The next question is, how can we disable the correct invoice action only for service orders, so we don’t double bill customers?