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Field Service

Service Management, Equipment management, Route Management

  • 366 Topics
  • 1,216 Replies
366 Topics
D
Freshman I
DennyYang14Freshman I
asked in Field Service
Can I update user-defined fields in sales order when sales order is shipping

Hi everyone, I want to update an udf in sales order when this sales order is in shipping status. I tried the web service endpoint, and I find I can’t update any fields when the sales order is in shipping status. Anyone has some idea?

7813
Irina
Community Manager
K
katiedempseyconstruction21
posted in Field Service
Acumatica Field Service Module Overview

Acumatica Field Service Module Overview Tuesday, May 18, 2021 10:00 AM Pacific Daylight Time 30 minutes Register Here. Acumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere. Hear a company overview followed by a product demo highlighting Acumatica Field Services. Find out why more mid-sized companies are choosing Acumatica as their ERP solution.

710
K
cbashir15
Jr Varsity II
cbashir15Jr Varsity II
asked in Field Service
2021R1 Service Management demo data

We have recently upgraded our demo data to the latest 2021R1 demo data set and in Service Management, the year on all of the orders and appointments are 2022 and 2023. Is this an error in the data from the new demo data or something else happening?

821
cbashir15
Jr Varsity II
K
katiedempseyconstruction21
posted in Field Service
Acumatica Field Service Module Overview April 20th

Acumatica Field Service Module Overview Tuesday, April 20, 2021 10:00 AM Pacific Daylight Time 30 minutes Register Here Acumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere. Hear a company overview followed by a product demo highlighting Acumatica Field Services. Find out why more mid-sized companies are choosing Acumatica as their ERP solution.

280
K
pandachan48
Jr Varsity II
pandachan48Jr Varsity II
asked in Field Service
how to add new field on document details

Could someone know how to add new field? I need to put extra info here. thank you

1631
Naveen Boga
Captain II
lauraj46
Captain II
lauraj46Captain II
asked in Field Service
What permissions are required for a user to save an Appointment template?

What built-in internal role or combination of rights on a custom role is required to Save a Template from the field service Appointments screen? The error message when clicking on the clipboard and then “Save as Template” is: you have insufficient rights to access the object (AUTemplateController). The function works properly for users with the Administrator role. Thanks, Laura

8432
lauraj46
Captain II
B
Bettie
asked in Field Service
helpdesk - ticket

Hi! I am a new Acumatica user and looking for a help ticket/ chat function in Acumatica that we can use for our internal teams to improve internal communication and get away from Whatsapp groups. Does anyone have any ideas?

4941
ajoy
Jr Varsity I
paulinecho73
Freshman I
paulinecho73Freshman I
posted in Field Service
Register Now for the March 23rd Field Services Edition Overview - Acumatica Webinar!

March 23, 2021 10:00 am - 10:30 am PST Join us for a 30-minute webinar where you will hear an overview of Acumatica Field Service Edition including a short demo where we will show you how to maintain a real-time view of your customer’s activities across your complete business while being fully integrated with your back office. With a 360-degree view of customers, improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage. REGISTER NOW March 23, 2021 - Register here

220
paulinecho73
Freshman I
B
Freshman I
bmullen94Freshman I
asked in Field Service
Use Branch to adjust time zone

I am looking for a solution to assist my customer service team to handle calls and schedule field service appointments from other time zones. We have Branches set up and the Customer Service staff are instructed to select the Branch from the Acumatica title Bar. When doing so, we would like the users Time Zone to be adjusted so that the Branch and the time zone allow the Customer service person to create appointments in the customer’s local time zone.

4531
Irina
Community Manager
PaulMainard55
Varsity I
PaulMainard55Varsity I
asked in Field Service
Embedding uploaded photos on FS Appointment/Service Order Forms

We have a client who, in the normal course of business, takes photos of their work. In their legacy system, they have the ability to not only embed these images to their customer-facing forms, but can also annotate them with labels to briefly describe what their customers are looking at. Has anyone encountered this requirement and if so, how did you solve it?

1001
J
Freshman I
N
Freshman I
Nick Savage-MadyFreshman I
asked in Field Service
Re-activating Service Management Contract

Is there a way to Re-activate a Service Contract if it has been cancelled? A client of mine has cancelled an Imported Contract by mistake and has to keep using the same number. I know that I can’t delete or suspend it, so is there a way to do this without a data change?

1693
Irina
Community Manager
A
Semi-Pro I
amajorsSemi-Pro I
asked in Field Service
View Actual Times on Calendar

Unless I’m missing something the Calendar Board shows blocks of appointments scheduled. These blocks only use the Appointment time and not the employee actual logged time. We have employees on and off jobs, doing multiple jobs in a day. Looking at the calendar these jobs overlap and don’t really show me their true schedule. If I have a crew of 2 guys on a 8am to 5pm job and they took different lunch breaks. A third guy came to help for 3 hours in the middle of the day on the appointment. The calendar will show 8am to 5pm for all three guys. Is the expectation to create separate appointments.I’m already doing that for all our multi-day jobs. There is no way we could manage to control that many appointments. We have planned jobs but also a large percent of our jobs are emergency calls so we have to be flexible. Should I put in a request to be able to view scheduled vs logged time or something?

1981
V
Acumatica Employee
J
JVise
asked in Field Service
Visual aid for Mobile App

New to Acumatica, still trying to learn. I need to figure out how the mobile app works because I’ll basically be working off the app as I stay in the field at all times. I can read how the mobile app works but I need a video. Is there a video on this? the only training aid I found was a word doc.

1011
Gabriel Michaud
Captain II
sean21
Varsity I
sean21Varsity I
asked in Field Service
appointment/service order billing warning message - some documents are not visible on this screen...

Does anybody know what this warning message means? It’s in the Run Appointment Billing and Run Service Order Billing screens. “Some Documents are not visible on this screen, they have not billing settings associated.”

2972
sean21
Varsity I
D
Freshman II
davidpoole21Freshman II
asked in Field Service
Business Event to Notify of Appointment Assignment

We want employees to receive an email notification when an appointment has been assigned to them. If it simplifies things, I believe we can send all such emails to the same fixed email address, and then have MS Exchange/Outlook forward the messages to the correct employee. I’ve set up a Business Event to send an email when the appointment record changes, but it never sends the email, not even to a hard-coded fixed email address. Similar functionality seems to work okay when the Appointments screen header info changes, but the Staff is assigned on a tab on the page. Is the problem the fact that it’s a tab? Please help!

3974
BenjaminCrisman
Acumatica Employee
A
Freshman I
Angela Bloomer ConstructionAcumatica Director of Product Management
posted in Field Service
Field Service Mobile Devices

As mobile capabilities expand and become a critical part of your business, what types of devices have you deployed? Do you have them mounted in the vehicle? Any extra add-ons for durability? What features have you found most useful?

1451
jlowry40
Freshman I

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