Field Service

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

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.Register now 

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.Register now. 

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 there is no way to mark a SO invoice as DO NOT EMAIL (like you can an AR invoice), the $0 SO invoice will sit in a PENDING EMAIL or PENDING PRI

We are only 4 months new to Acumatica.  We are looking to implement mobile devices for Shipping / Delivery confirmations… Im looking for device suggestions.Thanks!Julie Rotaru

Hello team.I hope everyone is well and still keeping strong.I have a question and I hope someone can help me.is there a way to add the following 2 totals up? 

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?

Acumatica Field Service Module Overview Tuesday, May 18, 2021  10:00 AM Pacific Daylight Time  30 minutesRegister 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. 

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? 

Acumatica Field Service Module Overview Tuesday, April 20, 2021  10:00 AM Pacific Daylight Time  30 minutesRegister HereAcumatica 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. 

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

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 

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?

March 23, 2021 10:00 am - 10:30 am PSTJoin 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 NOWMarch 23, 2021 - Register here 

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.  

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? 

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?

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?  

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.