Field Service

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?

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.googl

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

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.

Hi! Is there a way to do dropshipments for service orders? We’re looking for functionality similar to sales orders where a line can be marked for PO and dropshipped.

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.

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

Hi team, I want a customization where, when a user creates a claim, the attachment in the Details tab becomes mandatory. I tried many events like persist, persisted, rowSelected, but I’m getting an error. I’m unable to attach an attachment because the error still appears. Is there any solution? using PX.Data;using PX.Objects.EP;using System.Linq;namespace PX.Objects.EP{    public class ExpenseClaimEntry_Extension : PXGraphExtension<ExpenseClaimEntry>    {        #region Event Handlers        /// <summary>        /// Validates that expense claim detail has an attachment when InventoryID is blank        /// </summary>        protected virtual void _(Events.RowPersisting<EPExpenseClaimDetails> e)        {            EPExpenseClaimDetails detail = e.Row;            if (detail is null) return;

Hi Team, We need to add one line item to the appointment. After adding the item, it can be included in the appointment; however, when we click on save, an error occurs that states, "The following error occurred when specifying a value in Warehouse.I have replicated it in the sandbox, and it is able to add line items with the same status as the appointment without any errors occurring. Note: It is causing an issue in the live environment, but it works in the Sandbox tenant at the same time(Instance & build).Please advise.

i want to display Tag Number, so we can use it for our physical count. 

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. 

We have multiple staff members assigned to an appointment and they start at different times.In the mobile app, the “primary” driver starts the appointment. We tried for others to start their appointments at different times with the “start” button as well, but it did not work for us.We did log their time manually on the log tab in the mobile app as a workaround. Is it possible for all assigned staff member to start and complete the appointment automatically when they select “start” and “complete” or is it only possible to capture individual time manually through the log tab on the app?Is there a configuration or flag that I am not seeing?Your input is greatly appreciated. Thank you!

Hi Team, In Acumatica 25R2, I successfully added the Terms field to the "Approve Bills for Payment" screen using the new modern UI. However, when I try to add the same Terms field in the "Prepare Payments" screen, the field does not appear.Please check the screenshot below. I have tried multiple solutions, but none of them are working.   

Hi Team,I have added the 'Activity (CR306010 ) Screen' in the Acumatica mobile customization,but my issue is that in some fields, I can't add values because they are disabled. Additionally, I am unable to create a new activity in those fields.  only 'complete' is showing in the status field. I have added the code below,please check it. I have also attached a screenshot and code. Kindly let me know if you have a solution for this.Update: CR306010 Activity: codeupdate screen CR306010 {       update container "Activities" {    formActionsToExpand = 2    containerActionsToExpand = 1       Add containerAction "Insert"    { icon = "system://Plus"    behavior = Create }       add recordAction "Insert" {        behavior = Create    }            }         }  Update: MENU Code:update sitemap { add folder "Activity" {

We are experiencing a tax rounding issue with Service Orders. Does anyone have a workaround for this? I know on the Sales Orders you can Enable the Tax Calc setting but what is everyone doing for service orders? Thank you in advance.