Field Service

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 

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.

Good day,Is it possible to update the workflow stage of an appointment from the mobile app? Currently when items are added to an appointment, we change the workflow stage of that appointment to “Parts Requested”. Doing this generates a picklist for our warehouse persons to gather the items for the technician to collect. When the items are collected the workflow status is chnaged to fulfilled and the line items are marked as completed. In the mobile app I don’t see the ability to chnage the workflow stage manually. Is this possible?

Hi everyone,FS Workflow Stage (WorkflowStage) in mobile is showing as an editable text field, and users must manually type the exact stage name; there is no selector/dropdown.On the web UI, workflow behaves correctly, but on mobile there doesn’t seem to be a supported way to render workflow stages as a selector.Things I’ve already tried / researched: Different variations of defining the selector found in the Acumatica community and elsewhere on the web, with no avail.   Created a GI (WFSTAGES_Lookup) exposing workflow stages with StageID and StageCode, and inserted the GI into the Service Order endpoint; couldn’t add it as a field as it wasn’t visible.   Has anyone found a supported way to make FS WorkflowStage appear as a selector on mobile, instead of free text?I’m mainly trying to avoid users having to manually type stage names on mobile.Thanks in advance.

Where can I find the Dashboard widget?

Hello,I am working on a customization in Acumatica 2025 R2 and trying to display a Google Map side-by-side with a PXGrid in a custom screen.Scenario-Custom screen: JobMaintTab: "Regions"Left side: PXGrid (JobRegion)Right side: Map (should show selected region address)Goal: When selecting a row in the grid, the map should update and display the address.What I Have Done-Created an unbound DAC field MapHtml in JobRegion.In RowSelected<JobRegion> event, I generate an iframe:protected virtual void _(Events.RowSelected<JobRegion> e){    if (e.Row == null)        return;    string address =        $"{e.Row.AddressLine1}, {e.Row.City}, {e.Row.PostalCode}, {e.Row.CountryID}";    if (string.IsNullOrWhiteSpace(address))        return;    string encoded = Uri.EscapeDataString(address);    string map =        $"<iframe src='https://maps.google.com/maps?q={encoded}&output=embed' " +        $"style='width:100%;height:100%;border:0'></iframe>";    e.Cache.SetValueExt<Job

Has anybody come up with an elegant solution for this? Client wants to add inventory items to service orders to communicate to the warehouse that it needs to be shipped from the warehouse to client site (drop-ship to client)  Client is currently shipping parts from the warehouse via sales orders in a normal distribution workflow for sales activity But what about service orders?  The client wants inventory to be decreased when the parts are shipped from the warehouse  There is no way to track parts that are shipped from the warehouse natively like with sales orders  Inventory items will not be decreased until the service order is billed I’ve seen and experimented with a few solutions: Use Workflow Stages or UDFs and monitor inventory shipping statuses via dashboard widgets  Additionally, transfer inventory from MAIN warehouse to “service” warehouse  Effectively decreasing on hand inventory in the MAIN warehouse at time of shipping  Mark for PO / intercompany SO is created  This seems

Hey folks,Got a question:Let’s say a customer is selling a stock item in 2-3 different contexts:     a. Over-the-counter item sold at the store (has it’s own account for COGS and Sales).     b. Same item sold in the context of a service call to a customer  (has it’s own account for COGS and Sales).         c.  Item provided as a warranty item or according to a contract (has it’s own account for COGS and Sales).As far as revenue and cogs go, how does the system know where to allocate those two transactions for the same part in inventory in different scenarios?  Can you have just a single inventory item that can be used in different contexts without having to manually change the GL entries each time?

Hello,I have been noticing an issue with the Appointments Billing action. When I run Appointment Billing it does not copy the Appointment Log Notes over to the resulting Invoice report. At times it does copy the notes but then this is not consistent, resulting to manual intervention by having to copy each line’s note to the invoice.Is this a Bug? Anyone else experienced this issue ?Kindly assist in giving insight on this. Best regards,John Kihiu

We are a construction and field service company.  We are currently running our own compliance software that we had custom built for us many years ago.  We have basically outgrown it, and the cost and time to maintain it has become burdensome.  We are looking for suggestions on something that will tie into acumatica’s field service and construction projects for doing hazard assessment, circle checks, inspections, etc. so we don’t have to maintain 2 systems like we are now (prevent duplicate entries and human error).  Being able to do it through mobile is a must.I have gone through the marketplace and there is nothing specific to this.  The only integrations that were close were some forms software, but they didn’t look like they talked nice to field service out of the box.I appreciate your help.Andrew

What is the process if items were purchased on a PO and that PO was linked to the wrong Job or Service Order?  So essentially I have something on J123 and I need to move it to J456.  Right now all we have been able to figure out to do is create a fake return and credit memo to clear the wrongly assigned PO, manually close out that PO, and then recreate a new PO through the correct Job or Service Order. But this is creating messy accounting records. Is there a better way?

Is it possible to set up a popup reminder in the mobile app that appears before a technician closes an appointment?

Hi! For the calendar board in field services, is there a way to easily block off certain time slots for field service employees? The example is I have an employee that needs to block off 2 hours in the calendar board because they have a personal appointment.

Is anyone familiar with the know issue below and the workaround.?I am having a hard time following this write up, please help me understand   AC-292726: If the Enable Time & Expenses Integration check box was selected on the Service Management Preferences (FS100100) form, and a user created logs for an appointment that were linked to a submitted or released time card or time activity before the check box was cleared, they could delete the log records manually or automatically on the Appointments (FS300200) form when they reopened the appointment.As a result, the time entry kept the reference to the deleted log and the data was inconsistent. Also, if a user clicked Correct on the Employee Time Cards (EP305000) form for a time card that contained the deleted log, the following error message was displayed: An error occurred during processing of the field Log Ref. Nbr. value %Log Ref Nbr%. Error: Log Ref. Nbr. ‘ %Log Ref Nbr%‘ cannot be found in the system.Workaround: Please find the w

I’ve seen a few topics related to this and no clean solution presented for this. I’ve solutioned this completely different based on the unique needs of each client. Surely there’s a better way…  Does anybody know what the cleanest solution is to track warranty costs within Field Service?  Scenario: Run a normal service order (standard service order type) - we don’t know what would be covered under warranty yet as the repair needs to be executed first  Tech completes appointment - identifies that the part is not covered under warranty Labor/Travel > bill to the customer as normal  Parts (Inventory Items) - need to be expensed to COGS - Warranty instead of COGS - Materials Billed at $0 (marked Free Item)  The inventory issue is going to hit COGS - Materials based on the Inventory Item defaults… I see no way in Field Service or other Acumatica settings to change the COGS posting for inventory items. How else are companies managing this situation? Acumatica does not appear to have any

I have a customer who would like to delete their service contracts in Acumatica. Is there a way to do this?