Field Service

When opening a service order, the contacts area does not get populated (e.g., email).  Is there a certain order items need to be completed on the service order so that everything populates?  The contact info is in the system so there are emails and phone numbers for the contacts we are choosing.

We have a customer using the service package in Acumatica. They want to bring in service history to allow users to view what service has previously been performed for a customer or piece of equipment, even if the service happened prior to starting in Acumatica.What process would you recommend to add the service history in Acumatica?

Hello,I am tinkering with the route management demo data and trying to create inventory from picked up items. I have the setting on the service order type to post material to inventory, and I designated what I picked up in the service order. I have it where it is now popping up on the screen, however, when I go to process, nothing happens. Can someone please let me know if there is a setting that I am missing that is not described in the consultant documentation? See below for snip- one thing I noticed is that I get a red dot next to the row when I try to select it- not sure if that is causing issues with the batch updates. I am using 23.1 sales demo data and my period is open for 05-2023.

Our base currency is ZAR, and so our inventory costs are calculated in ZAR.When doing a service order for a foreign customer (USD), the costs are coming through incorrectly.  As an example, this item has a cost of ZAR 106.3938.  We are selling it for USD 9.59.The since the service order is in USD, Acumatica should be taking the ZAR cost and converting it into USD, to compare apples with apples for profitability :-)  But it takes the nominal value of 106.3938 and uses that for the USD cost. Now when I use the toggle button to view the base currency (ZAR) a fictional cost is displayed (the actual cost multiplied by the currency rate):As a result the profitability is incorrect.  How do I log this as a bug?

We have a few customers who have a situation where their techs will go on a supply run. During this process in their old systems, they have provided a blank PO to the supply house (basically just a number) and then they will be able to match it to the invoice that is later sent after the tech picks up his materials.   My solution is to mark for PO on the mobile app (using a nonstock item) and generate the PO. This will allow them to have a PO number that they can provide to the supply house when checking out so they can later match that invoice when it is sent at a later time (most likely 1 business day). The tech will then go into that PO he generated and update the cost. The cost will then flow back to the appointment when the PO Receipt is released. However, since the tech is paid on completion, he will have to manually add up the amount to take the prepayment rather than the system calculating it.  The point of using a PO with a nonstock here is to create a check to make sure that

Client needs the information typed by the mechanics to be spell checked before presented to the customer on an appointment.

Is there a way to create an Approval process on a specific inventory ID and quantity. For example if I were purchasing apples but wanted to approve anything over a quantity of 50 before my purchases could create a PO or make a transfer.

Hi, For specific appointment type, we will need to point a gps coordinates more than a regular adress. The service tech will need to be able to click " show on map" on the mobile app. Is it doable? Do you have any advice? Thanks 

Hello Community,I could not able to open the Service Order, and getting the below error. Can you please help me with the below error?  

Our customer is in catering and has many positions that are performed by multiple employees.Each position in the order is entered only once. To see which employees are available, we want to embed the calendarbaord in the Service Orders like this:I have the problem that I can't add the board via the SidePanels unfortunately:Does anyone have an idea how to solve this problem?Thanks!

A default Labour item on an employee will default onto a Staff Line of an appointment. I don’t think it is used except when projects are involved? Work performed on appointments needs to be charged at labour rates which may be different per employee, but the labour rate does not affect the Unit price. Workaround is to have separate Detail Lines where the default unit price comes only from the non-stock item and hope you assign the right staff member to perform the work. I have a GI that can detect detail lines that appear to have the wrong rate and could update the unit price with a business event but just checking if I am missing something? 

Is there anybody out there that knows if this Problem field can be made NOT required:  

Hello Everyone, On appointments screen, the system picks location of when the user using the mobile device logged in the system instead of the exact location and time when the appointment was started. The system always picks the first location recorded on the location Tracking history GI as shown below. The system should not be picking the location of the first time the user logged in the system. what could be causing this issue, why does it pick the first row always for the start and End location.Kindly assist.Any kind of response will be highly appreciated.

@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 order, and I only need to show the cost once, I grouped by PO order number.  But it is adding the two lines together, and I only want to show the cost once, do I need

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