Field Service

I’m trying to figure out the best option for assigning company owned equipment (tools) to employees.  I’m not trying to job cost them in projects nor assign to specific service orders.  Similiar to assigning a Fixed Asset to a custodian except we don’t have the Fixed Asset module. Any ideas are greatly appreciated.  We have Service Management and Equipment is available but I don’t see how to assign (check out / check in) to specific employees.  

Does anyone know how to prevent Staff from making changes to the Calendar Board??  I cannot find the security role setting specifically to make the Calendar Board “View Only” for our Staff.  Right now they can very easily click and move an Appointment from one timeslot to another, or from one person to another!  

How can we move the costs from a service order to a project.  We have multiple service orders that have turned in to projects.  this happens often when we go to a customers to fix some a piece of equipment and due to the condition of the equipment we quote the price of replacement and we include the costs from the service order in the quote so we don’t invoice for the service order. Weeks or months later  we replace the equipment and the cost from the service order need to get included in the project so we can show the customer we included the service order, and the revenue from the project stays with the costs from the service order.  This happens frequently leaving open service orders.  our revenue doesn’t match the costs on projects making the projects profitable and the service order not profitable.My only thought is to do a GL transaction, but it won’t affect the service order, just the project.  the appointment has time activities on it, so it won’t let me do anything w

Hi,I am configuring Field Services and have a question. When I create a service order and try to select a branch location per the screenshot below: It does not display all of the branches to select from under Branch Locations. It only displays the branch that is at the top of the screen. Refer to second screenshot.    There are company access roles setup under Companies but would that be causing the issue? 

What are the option for reporting Service Order profitability ?

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