Field Service

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?

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 records for the specific groupCD. foreach (PMRevenueBudget costBudget in PXSelectJoin<

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.Any ideas?

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 quoted say 5 hrs of installatio

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),        typeof(INLocation.descr),       DescriptionField = typeof(INLocation.descr),       SubstituteKey = typeof(INLocation.locationCD))]     public virtual int? UsrBinLocation { get; set; } public abstract cl

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?

Hello!I would like to create an import scenario for 'service orders' that schedules an appointment after the order is created. I get an error message when I add the action command: 'Create an appointment.'Thank you! 

I have 3 non-stock items that show to be in one location when there are physically in another. How would I move this in the system? I see transfers but this appears to only be for stock items. 

Is there a way that we can make it to where our techs can’t see the default warehouse when they go to job cost parts from their trucks. We are running into the techs choosing the default warehouse instead of selecting there truck as the warehouse so our inventory is getting very messed up. We want them to still have access to the main warehouse we just don’t want them to see that as an option when they go to job cost.

I am looking for a way to bill time directly to customers. I noticed when creating an Activity for a customer (work item, phone call, etc.), you can check the activity as “Billable”. How do you bill these activities to customers?  I am guessing the activity checkbox (Billable) is only for reporting on the timecard. I am trying to avoid creating a project and invoice for a 15 minute consulting phone call. I’d love to way to track all billable work items for a customer and then bill them at the end of the month / quarter with all these work items.  Thanks,Paul

We have identified an issue where when a technician adds a stock item to the appointment, and selects his van as the warehouse then when he adds it to the appointment, the warehouse changes to the MAIN warehouse in the company. Obviously this is very frustrating and means they either need to go back into the item and change the warehouse again or our scheduler has to make sure that before they send the appointment to billing that they have checked the warehouse is correct for that technician. Exact steps:Open appointment in tablet Click on Details tab Click + to add Add Items Select FILTER at top of screen and select technician van Select a stock item by putting a tick in the box that says 1 quantity on hand and warehouse is their van. Once you select the item it changes the warehouse to the MAIN warehouse and its quantity.I have a video of this happening but am unable to upload an MP4 video.

 Hi, just want to emphasise, sometimes it’s hard to navigate this app due to the lack of color coding. And it’s easy for users to missed out or forget certain setups. Example for the appointment module, would love for “In Process” to be in Green and “Not Started” to be in red. Because at times due to the nature of the job itself. They will create log even when Appointment is “Not Started” making them frustrated assuming there is an error. I hope there are enhancements for these case scenario.