Field Service

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.

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 not good and very risky for us to missed out data. Please advice oh what we could do to prevent this. Changing the zoom view is temporary and might make other entries missing as well.

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 Service Management area of the Billing tab in the Customer profile. The project itself has a Billing Rule. The trace contains different messages depending on whether I try to create an Appointment (see below 4:29:05 pm) or a Service Order (see below 3:58:29): Thank you!

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?