Field Service

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 and using wFStageCD. There still weren’t any selectable values available for workflow stage, but I was able to manually input WON and save it. Upon testing this event did not trigger.Has anyone else created an event from the workflow stage that could help?

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 

I need to know how to reopen lines that are marked as completed on partially received PO’s on ACU

I’ve added non-inventory items to a service order appointment. How/when are these costs posted to the GL? I see how time is posted and I can bill these transactions in AR, but I don’t see the cost impact to the GL. 

Happy Friday,Has anyone successfully been able to create the Bing Map API Key to allow this process to work? Any help would be truly appreciated. We are currently using Google Maps and importing our data to populate on it. 

Hey folks, does anyone know how to populate this field on the Service Order Print Page?  

How to edit the Vendor's Last price in the stock item screen. Below is the screenshot attached for your reference.  

Hi the layout via mobile is very limited, is there a way to activate view for address or description or notes?Our staffs does not have access to sales order due to confidentiality.. so we hoped for a better solution thiis way?  

When activated 2FA for a user and after login in web instance,  I m not able to get the notification on registered mobile.

Hello Everyone,Reaching out to see if anyone has come across a situation and have figured out a way. We are looking to have the gl posting happen for a specific service order type to a specific gl account irrespective of the Stock or Non Stock items that was utilized to complete the service order. Appreciate any guidance.Want to understand what drivers the gl posting in field service?can we post to a gl based on service order type?what mechanism available to meet this requirement?Thanks,Hari

Our client bases the Service Contract on number of visits.  Sometimes they cannot be complete in the period that was covered.  Is it possible to set up Service Contracts based on the number of visits?

I am trying to import historical service orders along with multiple activities for each service order.  However, there doesn’t appear to be a place in the import scenario profile for activities.  Am I missing something?  Has anyone else encountered this issue?Best,David Eichner, CPA

Understand they implemented a new feature but it’s virtually broken. Even the signature captured has an “error” and can’t be upload.Please rectify any workarounds, this update has greatly distrupt operations. 

I couldn’t find a way to entre a Sales Quote Line and associate a Target Equipment ID. Is there any way to do that?Thanks. 

Hello,I’m a prospective Acumatica customer.I’m wondering how people are finding the functionality for time keeping?  We have lots of staff on hourly payroll and we need a system that will track total hours for the day and time on work orders.Ie. Clock in at 8am, clock in/out of service orders throughout the day, downtime in between, and end of day.I’m finding info on adding time to jobs but less info on overall time management.  We use clock shark today.  It’s easy for employees and managers to see total time per day/week by person and then the details for what was on a job vs. travel and admin.Thank you in advance for your thoughts!Robert Lee

Hi,I am trying to create a business event with an action item to automatically create an appointment each  time a service order is created under field services. Here is a screenshot of my business event.  Here is a screenshot of my Action Settings  Here is another section of my action settingsNothing is happening what is wrong with my settings. Do I need to setup a import scenario? Any guidance would be appreciated.Thanks,Frances    

Is there a way to interface appointments from the field service module to an online calendar like Google calendar? The calendar layout in ACM is impossible to work with on a mobile device.

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 with it.  A

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?  Let me know what setting I have to configure so users can select from any Branch Location that was setup under the Service module.Thank you,Frances   

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.