Field Service

Has anyone found an elegant way to create shift schedules for organizations with rotating shifts?  We are trying to configure a system for an organization with multiple branch locations.  There may be a few basic shift patterns (e.g. two weeks on day shift, then 1 week on night shift).  They want a simpler way to have employees’ scheduled available hours on the calendar boards to change according to their weekly shift.

We have a service order that has an appointment with a status of “in process”.  On the appointment are some links to purchase orders that we want to remove, but it won’t let us take “mark for PO” off.  The PO is empty.  We need to move forward and invoice this service order but can’t seem to get past this, is there something I’m missing in terms of removing the PO from the Service Order?

is it possible to automatically show approved PTO from the Acumatica payroll module in the service calendar boards so that appointments are not set when techs are out on PTO?

I think that the Appointment Screen should be updated with better information for Billable/Costs/Profitability.The term Billable is used in many places in the Appointment Screen but is not consistent in its use. The Details Tab has a billable field to mark if a line is to be billed to the customer. The Log has a Billable Amount/Labor/Time but it’s left blank and should be ignored it if you track employees time to the Appointment. The Profitability Tab has Billable Qty/Amount fields that stay blank even though you have cost on the Details Tab. Even though the Profitability Tab shows negative profit for service lines we should just know to ignore it. Lines that have no cost but a Billable amount show a Profit $ but a 0% Profit Percent. The Header Profit information is pulling from the Detail Tab but how do we know that?This is all confusing and I understand it can be explained but it should be simplified/re

So… until 2 weeks ago, my customers were able to multi-select using the shift key and then click download on the files pop-up frame and the selected files would sequentially download.  We’ve been doing this for 9 months.  Now, all of a sudden it doesn’t work.  We’ve changed settings on all browsers to allow multiple for the various domains.  I’ve tested multiple browsers, local, IIS configurations Local against our cloud configuration to no avail.  We use AWS to serve up our documents, we have negated AWS in testing scenarios, I find nothing in any setting on ACM… I am at a loss and about to lose customers because of this file transfer issue.  Anyone know what happened?

Since our policy is that any time spent on a service appointment after 4:30 is considered overtime, we want the overtime rate to be used automatically in calculating the total labor on invoice. Are there any suggestions on how to do this? Or would it be a customization?

I have a need to reopen in bulk a large amount of appointments.  However, when I try to use an import scenario, only my notes are getting updated and my calls to the action menu and dialog responses seems to not be functioning.  Any help would be appreciated.  I receive a green check and everything processes when I run so I have no trace items to troubleshoot why the menu items are not being activated.

In our previous system we were able to pay commissions to field techs. I’m currently working with Symfintek on how to accomplish this in Acumatica. Are their any other service companies that would be interested in commissions paid to service staff based on the Invoiced Service Orders?The end goal is to payout on the difference of estimated vs actual hours in some fashion. So that if the techs do better than the estimate they would be rewarded.

I’m looking to share feedback and discuss best practices with other Field Service module users, particularly with companies using the Calendar Board to dispatch technicians. Our company is looking to efficiently dispatch techs on 700+ service order appointments a month. We’re challenged with the limitations of the calendar board and we’re interested in hearing how other users are managing efficiently. If interested in collaborating, email me at sean@hopebuilders.com! Thank you to the community for continued support!

Does anyone know a way to update user profiles without using the Login as User option?  I have tired to create an import to do this and found I have a rights issue.  I’m not sure if I’m missing something with access rights but thought I would put it out to the community in case anyone has had success with this.  The use case I have is to change the Default Branch Location and Service Order types for employees. Thanks, Greg

hello I want to ask, previously I could use the api purchase order on 2020R1 but for the use of api cancel purchase orders on acum2021R2 I couldn't, is there a reference I can check?

In the Employee Time Activities Screen, we have both Projects and Appointment Numbers in there. However, when we get to the Approve Time Activities Screen, the Release Time Activities Screen, and the Approve Time Activities Summary Screen, there is no concept of Appointments on that screen. Where does time on a Service Order/Appointment get approved? Should it not be summarized with all hours of a respective employee? We would need to see all hours for a respective employee in one spot for approval so as to know if their total hours are eligible for OT or anything else special.

In service order, after the service is completed not all the items were used, and some were returned. How to reflect the reduction of costs in the service order? 

Hi all.  I’m prepping a new Acumatica installation and running into a problem trying to mass activate route service contracts.  I’ve created an import scenario to import all of the contract data, and that is working fine.I’ve tried import scenarios using the <Action:Activate> action as well as the “Activate Contract” target object, but no matter how I configure the import scenario, the best result I get is the scenario activating the first contract and then failing on the second with “Activate button is disabled”.  I’ve tried moving the save action before the activate action, and also without the save action with no luck.  It is as if the scenario is not finding the next contract.I’ve tried using a GI, but the only mass actions available are copy, paste, and save as template.Using version 2021 R2.Hoping someone has had better luck or can provide suggestions.Thanks. 

Does anyone know a way to have more than one bill rate for a Service within the same customer?  My issue is we have a customer we will be charging travel time but the rate is lower in the South vs the rest of the country.  Currently we are using 1 SvcOrder Type for all the work and I would like to keep it that way if I can but can’t think of another way to fix my issue. The work are tied to projects based on the region and our billing is through the AR. Thanks in advance if anyone has ideas,.

My understanding is the mobile app is receiving a facelift with some changes to simplify and streamline processes for field service users. Does anyone know when this is happening and when it will be released?

Is there a way to retain the filters in the Calendar Board? As soon as we refresh the screen or login on the next day we need to re-apply all the filters. It would be great if these filters could be saved for a user

Which setting should I configure to enable this scenario?A service has estimated duration of 30 hours but staff available working time is 8 hours a day. When assigning appointment system split that appointment into 4 days, either as the same appointment number of multiple appointment number that is fine but I want to avoid cloning the appointment as this seems to be manual task.Choosing Work Calendar with 8 hrs working time a day in Service Preferences doesn't seem to affect the service duration.

I see there is an option under the customer to have a default project but when I add a default project I do not see where that comes into play anywhere when I create the service order. What is the purpose of having a field to select a default project for an individual customer if it doesn’t default to the service order being created?

Acumatica Field Service EditionJuly 13, 202110:00 am - 10:30 am PSTRegister now.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.

How can we access the * _List parameter which is protected and I have no access 

Acumatica Field Service Module OverviewJune 29, 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.

We have a lot of back office staff and our AP clerk accidentally deleted a line on a service order that has a P.O. attached to it.  Now we have no way of getting correct costs to the service order that will reference the any accounting data in the system.  we need to add the line back so we can have the backup of the P.O. and then the trail to the AP invoice so it shows on the service order as the customer requires all backup and the AR clerk can invoice the service order for the correct amount.  We are running 2019R1.In a side note, the rest of the system should talk to the service management for proper cost accounting.

We are trying to understand the relation between the BILLABLE checkbox and the FREE checkbox in the field service module. There doesn't seem to be much content on this through help.  We have noticed a few issues and not sure if this is a bug or our limited understanding of the workflow. Example, we need to return to a customer site to perform a warranty service call:On Appointment or Service order if the BILLABLE box on any line is UNCHECKED (meaning we don’t want to invoice the customer for the line) the billing will not go through and will hang up in the RUN SERVICE ORDER/APPOINTMENT BILLING process screen indefinitely. (This might be a bug). However, if you go back and CHECK the BILLABLE item and ALSO check FREE, the system will generate a $0 SO invoice and will disappear from the process screen.  This creates a second problem; THEN, because