Field Service

What company does everyone use for doing credit card transactions. Currently we don’t acccept credit cards but want to start. Just want some recommendations that work seamlessly with acumatica.

We are testing the new modern UI calendar board map and although we have 11 appointmnets we are attempting to view on the map, only 10 show up.  Previously we have had a limit of 10 addresses in google maps, is the limit the same here?

Hello! My company is new to Field Services. Sometimes we want to over ride the contact, but ONLY want it to modify the contact box area, NOT the Address info. ALSO, sometimes when I pick a contact I want it to be the contact persons email and phone number, and sometimes I want it to be the basic company contact information. This would likely require a check box customization to choose which decision needs to be made for that specific service order. Any guidance on Out of the Box or customization is appreciated   

Hello! I’m working through adding multiple images to FS642000, pulling from the attachments on the Appointment. I used the guide ​@lauraj46 created: How to display multiple images horizontally in Report Designer, which was super helpful (THANK YOU). My first image loads correctly, however, the second image displays with an error. I attached a screenshot of the error along with our RPX. Any guidance is appreciated, thank you!  

Has anyone experienced this issue with Field Service billing? Could stale posting records, posting batches, or a known Field Service bug cause this error?Any suggestions on additional tables, posting records, or diagnostics to review would be appreciated.

When an invoice is generated from FS501300 (Service Contract Billing) an invoice is generated using items that are listed in FSContractPeriodDet (Services Per Period tab on the Service Contracts Screen)After the invoice is generated, there is no way to tie the invoice line (ARTran) back to a specific service/item which is IDed through the ContractPeriodDetID field.It appears to me that the ARTran table should have a ContractPeriodDetID field so that we can link back to the correct service contract line. There are no noteID or line nbr fields in FSContractPeriodDet table. The only unique identifier seems to be ContractPeriodDetID.Am I missing something or is this an oversight in the table design?We need to link back to the equipment number defined in the FSContractPeriodDet table, but there appears to be no way to do so. 

The mobile App updated on May 14th. Ever since the update was pushed, we have been getting error uploading file. We have had the error in three different parts of the app: 1. capturing the appointment signature, 2: uploading appointment photos, 3: capturing expense receipts. We are using Samsung XCover Pro 7’s with latest Android version. Verizon is our cell carrier. Saw there was a similar bug 2 years ago after update. Any ideas how to fix this issue?

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

Hi all,I’m working on an evaluation for a service-heavy business and would appreciate insight from anyone who has either integrated Zuper with Acumatica or evaluated Zuper vs. Acumatica Field Service side by side.A few questions I’m especially interested in:Integration experienceHas anyone successfully integrated Zuper with Acumatica? What approach did you use: native connector, middleware, or custom API work? How well did data flow between the systems for customers, service orders, inventory, billing, and financial updates?Field service fitWhere do you see the biggest functional gaps between Zuper and Acumatica Field Service (or Acumatica Field Service supported by tools like JIGx), especially around:dispatching / scheduling technician mobile experience work order execution customer communication / notifications service-heavy or residential-oriented workflowsInventory and financial alignmentIf Acumatica remains the system of record, how are you handling:truck stock vs. warehouse inven

I’m running Acumatica for my manufacturing and field service.  We have the Field Service module.  On some Service Orders and Appointments, we have items that production needs to Manufacture and Ship before the Field Service tech can be dispatched to the jobsite. For instance, the customer orders a pump. We have to manufacturer the pump, then deliver the pump, then once it’s delivered, Field Service needs to dispatch a guy via an Appointment to start up the pump.  We have the manufacturing and delivery part down 100%, and we have the service order and appointment part down 100%, but we can't figure out how to marry the 2.  I need a good way to get from “the delivery is confirmed, the product is on site” to “we need to dispatch a service guy by creating the appointment and putting the appointment on someone's staff calendar”.  I can’t put the manufactured item on the service order because then I can’t then create a shipment, so we put a service item on the Sales Order and mark it Appoint

I'm on Acumatica 2025 R2 and trying to confirm whether the following is possible out of the box.Scenario:I have an appointment with one labor service line:Labor item: Technician Labor Estimated Duration: 20 hoursOn the Staff tab, I assign 2 technicians to the appointment. The intent is that both techs work in parallel, so the job finishes in 10 hours (10 hours × 2 techs = 20 total-hours).What Acumatica does:The appointment's Scheduled Duration is set to 20 hours, and the Scheduled End Date is calculated as Start + 20 hours — adding the second tech to the Staff tab does not change the scheduled window.My question:Is there any standard configuration (Service Order Type, Service Management Preferences, Service settings, etc.) that makes the appointment's Scheduled Duration automatically equal Estimated Duration ÷ Number of Assigned Staff?If not, what's the recommended default workflow when one labor line is meant to be split across multiple techs working concurrently? For example, checkin

How do we update prices for service contracts?When we update a recurring price, this does not cascade to the next period. It reverts back to the original price from two periods ago. Is there a function to update prices and cascade those prices to every period forward? 

Good morning all,I am posting to inquire if anyone has seen if the Acumatica portal can tie to the Field Services module for like payments, services, appointments, etc. Does anyone know if its possible and if so does anyone have evidence showing it running? Thanks in advance all.

We just upgraded to 2025 R2. Now we are having issues with service orders/appointments linked to projects.We start the Project in the Construction Module. We create the ‘Project Billing’ Service Order for the same customer and try to link it to the project.It will not allow us to save the service order linked to the project, giving us this message.“Error: Another process has updated the 'FSAddress' record. Your changes will be lost.”I’ve tried to chase this back, but running out of ideas. Has anyone else had this problem or have any thoughts on in?Thanks in advance!

I have a scenario where the several pieces of equipment that need to be serviced and all the equipments are company owned and all in company location not in customer location. We have created these machines as Equipment records. However, when creating a Service Order, I am able to select this Equipment anywhere in the service Order.Is it possible to perform service for company-owned equipment through a Service Order and Appointment?

Why does Service Time get deleted from the log when reopened? Specifically, when a person other than the individual assigned to the appointment uncloses or reopens the appointment. Is there a way to keep this from occurring?

Hi All,When providing service, technicians must answer a set of questions regarding the equipment's condition or the service provided.Once completed, the answers will be sent to the customer as a reportI have seen some posts about the Acumatica Survey. However, this feature has been built like a form, that will be sent out to collect feedback and it doesn't work for people using Field Service.So I question how the other companies are using the Field Service Feature facing this issue.Are there any solutions for the Field Service Survey? because this is not a special business process.Best regards,Yên Chi 

General Information:Microsoft has announced the end of support for their Bing Maps tool on June 30, 2025. If you currently have a Bing Map Key, it will continue working until June 2025. Microsoft has discontinued issuing Bing Map Keys to new users as of July 1, 2024. Microsoft recommends Bing Map users register to use the Azure Map tool.Issue:Acumatica Field Services supports Bing Maps in our various map views tied to the calendar.  These include Appointment History on Map, Staff Appointments on Map, Routes on Map and Staff Routes on Map.Acumatica introduced support for Azure Maps in the 2023R2 update 17 release, which was made available for customers in October 2024. This support will cascade into 2024R1 update 14 and 2024R2 update 3 per our normal development roll-up process, so by the end of the year, 2024R1 and 2024R2 versions will include support for Azure Maps.Solution:Steps for Field Service customers who want to use Azure Maps:The company using Acumatica must go to https://port

I am probably missing something simple here, but we are struggling with inventory items be auto marked for PO on appointments when when the tech has the item along and there is plenty of inventory available. Only some items do this. Is there a setting in the inventory Item that is affecting this? 

For a stock item part on the appointment screen, system does not allow using Estimate or Actual quantity that is higher than the quantity on the service order line.I remember seeing the same issue in previous versions but then it was resolved. I now see it again in 2025R2 - Build 25.201.0213.1.Anyone else coming across this and have any ideas how to get around this limitation? Field techs can certainly use more quantity on an appointment than planned on a service order.  

Has anyone run into this problem?We’re doing the normal billing on a service appointment in the Service Management Module. On this appointment when we “Run Billing”, we are given the error code “Object reference not set to an instance of an object”. I’ve tried to trace it but have run out of ideas. 

In 25R1, we noticed a change in behavior related to paused Appointments.When an Appointment is paused, the system is not updating the Employee Time Activity/Time Card immediately. The time activity only gets updated after the Appointment is completed.However, in 23R2, the Employee Time Activity was updated immediately when the Appointment was paused.Has this behavior changed in 25R1 (or in any 2024 version)?Is this an intentional system change, or has anyone else experienced the same issue?I reviewed the all the release notes from 24R1 to 25R2 but there is no change noticed.  

We were super impressed at Summit with the new Modern UI Calendar board.  Now that we’re finally on 25R1, I’ve enabled Modern UI for the Calendar Board screen in our Sandbox.  And I’m having a deer in the headlights moment.  I’m trying to remember what I can do with it.I’m not sure if I can dig up the recording of the sessions from Summit, but I do know it’s getting used in the community.  Some of the things that our users have asked about are:Can the axes be flipped, putting the time along the Y axis? Can we control what the axes are?  Our team would rather look at staff specific (and I believe I can add filter tabs for different staff), and have the board display days across the top. Can we control color coding of the calendar appointments? Can we control what appears in the calendar box, as well as the pop up when you click the appointment?I know some of these were a “Yes” during the training, but I can’t remember for sure, and I definitely can’t remember how to do anything with it.

We are a construction company - how have people been making notes on photos from the app/field as they go? What is the best way to capture a photo and make notes on it so we know what it relates to?

HiDoes anyone know if you can add to the Quick Filters. I want to add Workflow Stages but the filters seem to be hardcoded