Field Service

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

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?