Field Service

@Anacarina Calvo   Does anyone know how to link a refund to a service order?  If a refund is issued at some point in the SVO history I am unable to know that it exists without this link.  For some unknown reason I can link this customer refund to a SO but in the SVO tab the fields are unusable.  Baffling…   

How do I remove someone from the Calendar board?  They have moved positions and should no longer appear on the calendar board.  We have tried to add an expiry date to the schedule rule for this staff member and run the ‘generate staff schedule’ for his entry but he is still listed under ‘staff’ on the board past the expiry date.

Hi Field Service Guru,How is Acumatica designed to use supplier to perform appointment and later pay invoice as per time they spend on the appointment?I can add supplier as staff in an appointment and send email confirmation to them, good but questions:How do they update the appointment? Creating a login for the supplier to be able to use mobil app? Or internal user do this on behalf of the supplier? The supplier then send invoice for the time they have spent to perform the appointment. I don't see the appointment can be converted/processed further to create Bill. Or the service item must be marked for PO and the PO can be converted to Bill?

I have a question? What is the best process to run warranty repairs through services to create a service order or appointment to track expenses but not have a G/L impact. Please let me know. Client users the Services Module. Note not all services will be tied to a piece of equipment. Thanks, Frances 

We need the costs that come through from PO’s onto our sales orders and service orders to show on the Daily Sales Profitability Report.  So firstly - is there a magic fix like a setting or something that we can change in order to incorporate these costs into the line items in the invoice?  That’s first prize.If not, I have managed to create a GI to fetch the costs for the service order using the following joins, but I can’t find the same connections for SO:I’m also just wondering if anyone has a more elegant solution than these GI’s?  I’m sure there are many others who also need to see these PO’s included in job costs.  In fact strictly speaking they only become costs once the items have been receipted so I should add another line for PC.Then - last question.  Because the same PO is linked to multiple lines of the service or

For many companies, they only want to see a list of appointments scheduled underneath each technician without day and time blocks on the vertical part of the grid.  Please vote for this additional type of dispatch board.

I would like to share a useful tip on Field Service appointment.When an appointment spans multiple days you can pause the appointment at the end of the day and resume it next day. However if you don't pause it system assumes work is ongoing and adds time to appointment when in actuality there was no work done at the end of the working hours. An example would be if it is a Friday and you would want to resume work again on Monday then you need to pause the appointment at the end of day on Friday and “Resume” work on Monday. Otherwise system will add weekend hours to actual appointment time.Regards,Umesh 

Hello, Is there a way to have Acumatica field service orders respect the discount structures in Acumatica the way a sales order would. The scenario is this:We have setup a discount structure for customer price class and item price class. This of course works in sales order. But it seems that service management does not respect discounts on stocking item. Does anyone know of a work around? 

Error: RMA Location is not configured for warehouse DEFAULT. To solve this error what i have to do can anyone share the answer  

I’m trying to set up a side panel on the Service Orders screen that displays the Equipment record for the detail line that is selected. I’m not able to identify the right parameters to accomplish that:  Has anyone had success with this?

If a Service Order is partially billed, will I then be unaale to add more information to the Details tab?   

Has anymore tried to create an import scenario for equipment?Is it doable?Thank you!Monika

Multiple vendors that we work with send “no charge” warranty replacement parts that associate with open Service Order & Appointments in Acumatica. My instinct in Acumatica is to create a Zero $ purchase order from the service order and once the parts arrive enter a receipt to match.My challenge is that Fifo layers don’t play nice with this circumstance and the first available layer is what posts to the document when it is invoiced. I need the parts ordered on PO for these jobs to be reflected in the Service Order/Appointment at $0.Any ideas on how to achieve this outcome? I considered using a non stock item with the applicable part #, but then I lose the benefit of issue reports and adjusting my replenishment to keep up with demand. 

what are your thoughts?Should you be able to schedule an Appointment in the Waiting for Parts status? 

Where should I specify the recipient email of a vendor assigned a staff in appointment? When “Email Confirmation to Staff” is clicked, it failed. 

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: