Field Service

We were billing an appointment today, with today's date. We noticed that the invoice amount did not match the total amount on the appointment. W then noticed it was due to the stock items being billed. We saw that the appointment was done Sept 15. When I looked at the unit selling price for the items, the invoice unit price matched what was in inventory but I also noticed that the price update in inventory was done on September 27th. So it seems as though the invoice on APPL's is taking the current price of the stock item regardless of what was priced on the appointment. This only occurs if the price on the stock item after price update is higher than the price on the appointment before price update.Is there a possible configuration element that I am not aware of that could be causing this as well?

We use various status’ on service orders to indicate where in the service process an order resides. We have a request from our service group on whether we can provide insight into the number of days a service order takes from one status to another. Does Acumatica have this ability to track time within a certain status or time between status’?

Our client is interested in using a 28 day billing period for a few of their service contracts.  Is there any way to set that up in Field Service?

We are beginning to add stock items to service orders. These items are being marked for PO, and we are then generating a PO for the items. When the items arrive, they are allocated to the service order. How do these items get depleted from inventory? When I complete the SOR, these inventory items seem to get unallocated but they don’t actually deplete from inventory? I must be missing something here?

Currently: We are working with managed service contracts where initial configuration of devices (serialized equipment) and any issues that will come up are billed against the agreement.These contracts are typically for 1 year, paid upfront and recognize revenue monthly. There is no schedule to these contracts, because customers send these devices in randomly to get reworked and repaired.So what would be needed is a contract that can be pre-paid for a certain amount of hours/or $ amount and then labor from appointments would be charge against these hours/$ amount.Can we solve this through service contracts in Acumatica?Create a master contract, add one contract for the annual billing and one for the schedule with just one appointment and then add more appointments as they come up?So time could be captured through those appointments.Would it be possible to create a report, where we can see, how much time billed through these appointments has a

I’ve a mobile app question, hope you can help.I’ve created a filter for appointments, which our technicians can refer to for looking at historical data.Unfortunately, the results do not generate in chronological order.Please advise if there is a way to fix this.  Thanks. 

Has anyone had any success in being able to remove the white space (time not worked) on a weekly multi-staff calendar view? I’ve manipulated the rules under Service Management Preferences and I still get the additional, unneeded white space on the view. It makes the weekly view unusable, as you simply get a sliver of an appointment when looking at this view. Any assistance would be greatly appreciated, as this is the only issue holding up a large opportunity in moving forward. Thanks, Boyd

Hello Acumatica Community,When creating a purchase order from an Appointment, Acumatica out of the box does not assign the subaccount defined in the service order type.This brings inconsistency between the expenses applied to the department/division (which it is the subaccount) and the revenue generated from the appointment.I have created a business event that updates the subaccount on the purchase order when it is created from the appointment.Attached the business event, generic inquiry and import scenario for anyone that needs it. 

Hello Acumatica Community,When creating an Expense Receipt from an Appointment, Acumatica out of the box does not assign the subaccount defined in the service order type.This brings inconsistency between the expenses applied to the department/division (which it is the subaccount) and the revenue generated from the appointment.I have created a business event that updates the subaccount on the expense receipt when it is created from the appointment.Attached the business event, generic inquiry and import scenario for anyone that needs it.

I can’t get this to work despite executed, I am wondering what’s missing.These are schedules ready to process:  Automation schedule:   

Hello, we are a service company, we use the Services module in Acumatica. We have a challenge of calculating the WIP for the service orders that currently open. Currently, there is no way for us to calculate the WIP because most of the transactions that happen are not date stamped. Anyone else come across this issue? Thank you

Hello,Our customer imports employee credit card purchases from a corporate credit card vendor into the AP Bill screen.  Each purchase/expense line needs to be imported with a Project, a Service Order Number, or project X with a GL expense account.I’m struggling to Link the Service Order Lines to their respective Service Orders.  I see the fields I need in the Details tab, but they are not editable when manually typing in a Bill.  The AP Bill Help indicates these field should be editable.  What am I missing? I tried the “Link Line” button too, but nothing happens: Link Line only works for POs, PO Receipts, and Landed Cost (not Service Orders).If I create the AP Bil

I mentioned a problem that we were having in crediting and reinvoicing a service order in another thread, and then I discovered that this was the problem.We have restricted all users access to cancel invoices (we have specific users who need to create credit memos in specific ways, so we don’t want them to use this shortcut).  As a result of this, the ability to “Add Return Line” has also automatically been restricted.  See below.  The orange should be restricted, the green should be allowed:@Anacarina Calvo  you mentioned that I should log a case to see why the “Add Return Line” was not allowed, would you agree that the Cancel Invoice access should not affect the “Add Return Line” access?  These are two separate functionalities in my opinion. 

I can’t see service order as demand in PO when they PO is generated from service order (mark the item for PO). I can’t also find a report showing the link between the two. Can somebody help showing which DAC storing these information?

Hey Community!!  I have customized a an out of the box GI (Appointment Details). I have added tables SO order and joined it with Service Order. And joined opportunity table (CR Relation and CR Opportunity) to SO order. This was done to get owner ID of the opportunity. What I can observe is that for certain records only, the lines are duplicating and for others it is fine. Also,  observed this was working fine few days ago but suddenly not sure why it is showing the duplicates. Here is the table joins:  These are the dupe values I am seeing only for certain records:  

Hey guys, I am trying to sort the values in the rows of a pivot table to ascending order. Tried changing the same in the Pivot table by changing the sort order and sort by but the result is not as required.  In order to get it in an order, I have changed the names for appts in Workflow stages, but still not getting the desired result. Need to see 1-New followed by 2-Tentative and 3-DEL/INST/INSP and so on. Would appreciate your help :) .

Is there a way to add the link of the screen you want to navigate to on the email notification that goes out when the event is triggered. For example: a business event goes to our dispatch team to create an appointment from a specific service order. Can we add a link to that email so they just click on that and it opens up the service order that needs the appointment made?

Can we rename the Alternate Typee.g “Global” I want to rename to “ABC” 

On a given service order, we can have up to 30 line items covering anywhere between 2 to 10 different appointments.  For the majority of these service items, they are not billable. But since there are some billable items on this service order, we are required to use a billable service order type. Is there anyway to set the default billable checkbox to be FALSE. That way we can go through and check the lines that are billable - rather than the other way around which will take much longer?

Hi everyone, when i am trying to create an employee in acumatica i am facing this error “Error: An error occurred during processing of the field CuryID: .” what could be the reason.  

Going from one appointment to the next, he clicks Depart, and gets the warning  “AcctID cannot be empty”I’ve gone through everything in the appointment, can’t find what’s missing. Please help, thanks.

Good morning,Testing Service Orders, I’ve created Purchase Orders from both the Service Order and the Appointment.Is the information for the POs supposed to automatically fill from the Appointment/Service Order?  It doesn’t now, I’m wondering if I’m doing something wrong.Thanks. 

Situation - Setup has one central Warehouse and each technician has a van with stock items treated as satellite warehouses.Requirement - During appointment, stock items used are consumed from the technician’s van. Technician need to also check for OOS to replenish van before travelling to first appointment Challenge - In Acumatica on creation of service order, the planner already plans and populates the stock items (components) to be issued to the Service order, however since resource is not yet selected, the stock to be issued is defaulted to the Main WH. When resource is selected, by default, the stock items to be issued on the Service order and appointment are still referring to Main WH. Even when technician adds additional parts and components to the Service order, the system takes the default WH and location set on the stock item which by default are set to be Main WHQuestion: Is there any easy way to change the WH and location on the A

We put all work done and materials to the wrong project. Is there a way to put it all to the correct project?

I am trying to make a generic inquiry to pull appointments that have inventory allocated to them. Does anyone know how to make this a generic inquiry?