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Field Service

Service Management, Equipment management, Route Management

336 Topics
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336 Topics

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jecalhillFreshman I

asked in Field Service

Time Cards Generating Future Dates

Hi - we are trying to generate a time card and it’s pulling the year of 2091. Nowhere in this employees record states a future year. The hire date is in 2024. Where would I find how to change this? Thanks

1 month ago

rwhetsell77Freshman II

asked in Field Service

Automatically create Equipment record prior to invoice release

Use Case:Client sells equipment that requires inspection and setup, then an appointment for delivery and installation. Client will be invoiced following the completion of the delivery and installation.Acumatica does NOT automatically create the equipment record until the invoice is released (unless we are missing something), so the equipment can’t be noted on the service order or the appointment. So essentially they can’t indicate the equipment on either of those records until the sales invoice is released, which would be after the delivery and installation.We are trying to avoid the step of manually creating the equipment record. Our hope is we are missing something in the process as this seems like a normal situation with lots of equipment.

1 month ago

hyadav08Jr Varsity II

asked in Field Service

In Acumatica Productionorder detail page Date time column not hide UI. when Enable/disable my module

In Acumatica Productionorder detail page we have add 2 custom column in UI. But we take 1 column in AMProdOper Extension we take 1 column which is Date Time. But not hide when Enable/disable my moduleIn DAC In aspx

1 month ago

lewisadFreshman I

asked in Field Service

Filter Appointments that have been signed by a customer

Is there a way to list the file names of attached documents that are under “Files”.? My ultimate goal is to be able to filter appointments that have signatures attached since the naming convention of signed appointments have the work “signed” in it. Or is there an easier way to achieve this?

1 month ago

blegardaFreshman I

asked in Field Service

Service order profitability report

Is there a way to run a report for this on all service orders. Would like to be able to get a full list instead of having to narrow down to individuals.

1 month ago

MFarnsworth10Freshman I

asked in Field Service

Merging Customers

We have two different customer numbers set up for the same job location. (One under the old owner name and one under the new owner name) Both have have history so we cannot make one inactive or delete it. Is there a way to merge the two customers together?

1 month ago

peterpaaschFreshman I

asked in Field Service

Service Orders that require make to order parts

When a service order is generated which requires parts that are make to order, how does Acumatica generate demand to build the product. Make to order parts on sales orders can be seen in the create production order screen, but I am not seeing make to order parts from Service Orders.Our situation is that customers with service contracts get replacement parts on a regular cadence. The schedule generates a service order with the make to order parts on it. The parts on service contract are make to order because they require the production team to assemble and program them.In our old system we had a person constantly entering these service contract parts orders and releasing production orders. Trying to streamline in Acumatica.ThanksPeter

1 month ago

dsimmerlySemi-Pro III

asked in Field Service

Field Service Staff Schedule Rules

Staff Member had Staff schedule for 2 different Branch location and showed on both locations on the Calendar boardThe Staff member was “rolled back” on one of the locations and no longer showed on the Calendar board for that branch locationMy problem is that when I look at the Schedule Rule there is no indication that any record was rolled back and this is confusing for the customerHow do you know a schedule is rolled back ?

1 month ago

chrislowerJr Varsity II

asked in Field Service

Appointment with Error

I have an appointment that was completed by our field service team. It shows completed in the Appointments GI, but when we go to select it we get an error that completely prevents us from opening the ticket. It looks like a field reference error, the issue is we cannot get into the Appt anymore to troubleshoot. Any ideas?

1 month ago

bzelinskiVarsity I

asked in Field Service

Add "Mark for PO" On Completed Service Appointments

Monday Morning Problem:I don’t know what happened in Acumatica over the weekend, but here is our issue:Service Appointments marked as “Completed” no longer allow us to add new inventory items and “Mark for PO”.This may seem strange that we want to do that, but we have been doing it for quite some time already. We mark the appointment completed when the log is complete and we need the time to go onto the service technician’s time sheet. Up until today we were able to add items to order on the appointment, and then add a separate log later when the technician returns to install the ordered part.Is there a setting that we can change and allow “Mark for PO” Items to be added? The frustrating pain point that other people have talked about: If we “Reopen” The appointment, we completely loose the tracked employee time in the log.

1 month ago

jenjen98Freshman I

asked in Field Service

Error - Staff member cannot be found in the system

When cloning an appointment we are getting the following error…this is happening with two different employees and both are current, have schedules generated through the end of the year. Thoughts??

1 month ago

driesdeklerk50Jr Varsity III

asked in Field Service

Insertion 'AR transaction' record raised at least one error. please review the errors. One or more lines have unassigned location and/or lot/serial number unit price has been set to zero because no effective unit price was found

Hi All, I have this error. What is the problem and how do I rectify itthxDries

1 month ago

suemackeown13Jr Varsity III

asked in Field Service

Incorporating Route Manager on sa service order created form a sales order

Is there a way in which one can use Route Management capablitlies for the delivery of items from sales orders?One can create a service order from the sales order for goods and installation and then create appointments for employees, however, this is for staff and we need it for vehicles in which the routes and appointments can be managed.

1 month ago

CAMORRISONFreshman I

asked in Field Service

Generic Inquiry

I am trying to make a generic inquiry of appointments for the current month and past months so I can add a widget to my dashboard of a bar graph on how many hours are being used with each of our customers. I still struggle with making GIs...

1 month ago

frankfiorentino81Jr Varsity III

asked in Field Service

Field Service Appointments 'Tax is not up to date' Message

I have a client that is testing 2022 R2 and on the appointments screen of field services, they are getting the message that Tax is not up to date however tax is recalculating. This message does not disappear when saving the appointment but when this message appears on the service order, it disappears with a save. I did not see a known issue for this but could have missed it. Anyone know why this is happening?

1 month ago

amajorsSemi-Pro I

asked in Field Service

Project Accounting & Field Service Setup Help

I’ve been working learning the Project Accounting module and need some help with setup. I’ve reached out to our partner but also wanted to see if there were any experienced users that would be willing to help me out.My main issue right now is figuring out how to get Project Transactions (labor, material, charges) to post correctly when billed from an Appointment. Service Order Type only allows one Account Group to be assigned and when the Project Transaction is created everything gets tagged to that group. I don’t know if the Allocation Rules would fix the issue because I can’t seem to get it to work like I think it’s supposed to. Thoughts? I really need to get this setup as it would be a big game changer for us.

1 month ago

carmelinem89Freshman II

asked in Field Service

How do I get the data from Service Orders Totals Tab?

1 month ago

apallawala21Freshman II

asked in Field Service

Service order is requesting another shipment for items which are already shipped from the sales order.

Hello!I’m creating a service order from a sales order. And to create the service order, I select the require appointment check box for the stock item and to the service. The items entered in the sales order will be shipped from the sales order shipment.But when I create the service order, it shows the stock item line status as require scheduling and ask me to do another item issue when completing the service order as well. But the documents say we are only requiring shipping the items which are newly added to the appointment.If there’s any step or information I have missed? Best Regards Amanda

1 month ago

jsudakJr Varsity III

asked in Field Service

Why don't line item notes appear when I print the Service Appointment?

Why don't line item notes appear when I print the Service Appointment? We would like the Service Tech to be able to see the line item notes. We also would like somewhere in the Appointment to capture all the service Tech notes about the service provided. The Notes on the mobile app print at the bottom of the Invoice, but there aren’t enough lines for the full descripton of the work. Where do others capture this info?

1 month ago

khowe86Freshman I

asked in Field Service

Can you enter an AP Bill to a Service Order without using a PO?

Hello fellow Acumatica users. Do you know if it’s possible to enter an AP Bill to a Service Order without using a Purchase Order? Thanks!

1 month ago

steph23Jr Varsity II

asked in Field Service

Error on app when trying to add photos

We are using Apple iPhones. Trying to add photos to the service appointment in the mobile app.Taking a photo in the app works fine, however if we select ‘Insert Photo or Video’ for adding a previously taken photo we get an error saying ‘File type pvt is not allowed.’. We believe that because it has the ‘live’ option enabled on the photo so we turn the live off.With Option ‘Automatic’ we then get error ‘File type heic is not allowed’With Option ‘Current’ we also get error ‘File type heic is not allowed’With Option ‘Most Compatible’ we get ‘File type thumb.standard is not allowed’Anyone have any idea what we need to do to get it to insert photos that have already been taken?

1 month ago

gowrishankarsaravanakumar33

asked in Field Service

Issue on Calendar Board available hours

I am wondering why I don't see a blue-shaded area to drag an appointment to for most staff listed on the calendar board. I assume it should look like the image below:

1 month ago

bduprey19Freshman II

asked in Field Service

WorkWave Route Integration Update

Does anyone know when WorkWave will have the integration for 2023R2 ready?

1 month ago

samsinasac

asked in Field Service

Labour rounding Issue

We are experiencing an issue where we want to round the labour actual hours to the nearest 30 minute interval, however our options are to either change the actual time or change the extended price. If we change the extended price, then the unit price will show on the invoice as something other than our flat unit price rate. For example: a 22 minute job that we want to bill out an hour for…. if we change the extended price to 110 (which is our hourly rate) on the invoice the unit price shows as $200 and change. Ultimately we want to capture the actual hours worked by technicians, but invoice to a minimum of 1 hour, or the nearest 30 minute interval.

2 months ago

chidao

asked in Field Service

Generate Appointment from Service Order on Field Service

Hi All,Case: we got a contract provide a maintenance service monthly in 1 years. I expect to have a service contract where we can add a service order Maintenance that recurring 12 appointments (1 service contract, 1 service order, 12 appointments belonging to 1 service order)However, the way system working is 1 service contract, generate 12 service orders, and each service order corresponding with 1 appointmentIm not sure if this is the way system has been setup correctly.Do you have any sugest to setup the service contract to run as my expectation?Thanks in advance for your advice.Yên Chi

2 months ago

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