Field Service

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?

Hello,Our client needs to track the location and use of medical devices after they have been sold to their customer.  I was planning on using service orders to do this but there appear to be no place to record that an item of equipment has been moved from one location to the other.  These moves need to be tracked. Does anyone have any recommendations? Thanks James

Hey all,Our users have noticed that entering a partial serial number in the main search field doesn’t return an equipment record on the Transactions and Profiles tab, but entering the entire serial number will. The partial serial number can be searched on the Equipment screen no problem.Just wondering if there’s a config option or something to enable that in the main search?Thanks! 

Hello, Hoping someone can help with this generic Inquiry (GI) question. I am trying to create a GI which identifies work orders having a prepayment applied.  There is a field on form FS300100 labeled “Prepayment Received”.  When looking at the Element Properties for the field, the results are:Data Class:  FSServiceOrderDataField:    SOPrepaymentReceiveViewName:  CurrentServiceOrderThis field would be the perfect field to inspect to identify the Service orders in question.  However, this field is NOT populated in the generic inquiry Results Grid.  The field is blank for all returned rows.My simple GI has only the FSServiceOrder table and I returned all fields.  I see the result row for the Service order in question, just no data for the Prepayments.   Any suggestions are greatly appreciated!

A user is trying to bill a service order and getting the following error:Shipping Contact must be specified to process this item.There is a contact on the service order: But interesting that the account name has not come across (and any attempt to fill it with data gets blanked out when you tab out of the field).Acumatica 2021 R2Build 21.215.0016Has anyone experienced this?

When are you typically billing a maintenance contract? All upfront At the beginning of each period (month, quarter, etc...) At the end of the period Other?If billing at the beginning of the period, how do you manage billing of additional items/services there were not part of the original contract? Send a separate invoice for the additional items/services immediately Bill the additional items/services on the next period billing Other? 

Has anyone successfully created an import scenario to import Route Service Contract Schedules?  The screen is available for import, however I can’t get the import to execute successfully even with the minimum of options defined.Thanks,Michelle

in the customer detail screen seen from the DAC the data is taken from ARDocumentResult.The question is how to retrieve the value in the currency balance field using the report designer?because when in the report the data issued is the number 0 while on the screen it is not the number 0.example: ics21005506

Our client sells a serialised item that has an expiry date.  The item becomes an service equipment.  We need to see the expiry date on the equipment record.  It seems that all that is available is a warranty expiry but this wont work as the expiry date is set by the manufacture whereas a warranty runs from the date of the customer purchase.Thanks James 

I have a request from a client to delete all “Canceled” Service ContractsI tried adding a delete button to the Service Contracts GI.This resulted with: Error: The record cannot be deleted. Different approach: I tested using a SQL DELETE in my local Acumatica instance database.to bulk delete all existing Service Contracts that have a status of “Canceled”                  DELETE FROM [FSServiceContract] WHERE Status = 'X'This appears to have deleted all the Service Contracts that have a Status of “Canceled”, which is what the customer wants. Note: This SQL app

In situations where a service company performs a repair on a Service Order / Appointment, then realizes that the invoice should be sent to a party such as an insurance company, how might they process an appropriate invoice?There may be different 3rd parties for a customer, so parent/child companies won’t work Copying the service order to a new one for the insurance company looses appointment log information, signatures, attachments, etc. Creating service orders and appointments with may detail lines and log lines is tedious and error-proneWhat other work-arounds might be simpler?

I know I’m missing a step, but I can’t remember what it is. If I go to Receivables > Invoices & Memos > then Reverse/Apply to Memo to void an invoice, the service order appointments do not reappear in Run Appointment Billing. What step am I missing? Essentially, the process is that an invoice was created and released, but it needed to be voided and reinvoiced because it was inaccurate. Applying the credit memo through reverse/apply to memo successfully voids it, but how do the service order appointments return to a billable state? 

I am new to Service Management, so thanks a lot whoever can help Tried to create an appointment to replace a component which is Serial Tracked. The setup for tracking requires to manually input the serial number on Usage.However, when i try to complete the appointment, the system is generating an error due to the fact that it requires the Serial Number. Tried to key it on the appointment, but the system is telling me Serial number is not found and won’t let me to continue.How should i record such instance? ThanksAngelo

A service organization with set work teams will have the same team members on all of the team’s appointments.  On the calendar board, there will be one row (or column, depending on display setting) for each team member.  Most of these rows will be redundant.  Is there any way to eliminate or hide redundant calendar board rows?  Could the rows be limited to the employee selected as the primary driver on the staff tab, perhaps?

how to track PM’s on your company equipment ? is there a way it will send PM reminders at all ?

We are a field service company. We have multiple staff on one appointment and may have multiple appointments in one day. I want to minimize any pain with using tablets and software in the field. We are experiencing several “pain points” in Acumatica and I’m interested discussing how others are solving or working around issues.Some of our Big Pain Points:Appointments: Workflow no longer restricts what actions can be performed.Appointments: Paused status, staff can start a new log line. Once Appointment is Started, another log line is added.Appointments: Once Appointment is complete and a needs to be reopened, it clears the logs or if the Timecard is processed, you can’t Reopen.Appointment: It takes too many clicks to Pause, Start, Complete a line. Expectation is it should function like a stop watch or the old time punch cards.Appointment: When completing one appointment and starting another, time is lost or a back date has to take place by th

I’ve noticed that invoicing sales orders removes inventory (creates an inventory issue and releases it), but invoicing service orders only creates the inventory issue and does not release it.  So the invoice dr debtors, cr stock sales, but the other half of the transaction (dr cost of stock sales, cr inventory) hasn’t happened.  Is there a reason for this inconsistency or is it a setup issue?  I really feel that users who are invoicing shouldn’t need to release the inventory issue manually, it’s an unnecessary extra step.