Field Service

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;            var claimGraph = (ExpenseClaimEntry)e.Cache.Graph;            // Check if InventoryID is blank/null            if (detail.InventoryID == null)            {         

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.   The field is selected, but it is not displayed in the grid. I also tried using different names, such as TermsID and ViewName.TermsID, but neither solution worked.Can someone assist me with this issue? Regards,Sagar

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" {    type = HubFolder    isDefaultFavorite = True    displayName = "Activity"     icon = "system://Network"      add item "CR306010" {    displayName = "Activity"    visible = True   

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. 

We would like to be able to add parts to a service order in the app via the bar code scanner.

I am unable to alter the default GL account for line items in a QUOT order type. If i then copy and paste this over to a new order type obviously it stays the same account number. I need the account number to match to the mapped GL for the inventory ID. Does anyone know how to fix this or have any experience with this. I want it to default to Sales account from inventory item not from the customer info.   

Hi Team,We have issue with purchasing to appointments.We used to be able to add the vendor to the appointment, but now the field FSAppointmentDet.POVendorID is locked for editing. This was needed so that on the Create Purchase Orders process screen (PO505000) we could filter by vendor and the appointments would all come up to select and generate a PO from the lines. This is xxxx who service many sites and we need one PO with many lines. Without the vendor in the appointment we have lost the ability to filter the process screen to create the PO. We noticed the Service Contract Schedule now has a vendor, which would work, except it doesn’t flow to the appointments so what is the point? Please see the below screenshots    

I have seen a few older articles on this but we are on Acumatica 2024 R2 and I’m not sure what is causing the issue. We are getting a warning, ‘taxes not up to date’ in Field Services (Service Orders and Appointments).  We are using Avalara as the external tax provider.  If we try to close the order or appointment, we get a actual error “Failed to get taxes from external tax provider.”I’m able to make the issue go away by unchecking and re-checking the override address box but this does not seem logical as I’m not really changing anything.  The customer address was validated and not changed. This seems like a bug but wanted to put it out here to see if anyone with Acumatica version 2024 and Avalara have experienced the same issue.

We have never used the Depart/Travel time feature of Appointments because it only works one way (traveling to the customer). We wanted to start requiring signatures from customers. Once I started doing some trial runs of the signature feature I found out that the appointment has to be fully filled out for the signature to stick. If there are any changes or corrections to the appointment, the signature is gone. This makes sense but it also makes it unusable for us since we have our technicians log their time back to the office.Is there anyone else using one or both of these features (using the depart logging, using the signature) that can explain how they made it work for them?

 For Service Orders that are open I am trying to pull the next scheduled Start Date [ScheduledDateTimeBegin] for the earliest upcoming appointment.  I was able to create a GI that pulls the open services orders for a specific type.  I set the parameters so it does not pull any appointments that are completed only appointments with the status of in process or Not started.  I am stuck because the service order might have 6 appointments listed.  For example it might show several appointments for the same service order SO018443 has 8 open appointments.  I want the GI to only pull the one with the earliest next scheduled start date it would be appointment SO018443-2 which has a scheduled Start date of 10/20/25.   At first I was attempting to use the date in a formula but I hit a wall there. I thought I could use the appointment# but that’s a character type so I can’t use any math formulas and then I thought about using right( String,length) because it would the one with the lowest -XX but w

What does SAVE TO CLIPBOARD do in Templates? There is no PASTE function. ???  

Hello!!   The Customer has CRM, Distribution , Field services licenses.Workflow 1:    Opportunity → Sales Quote(s)->Sales Order → Service Order→ Appointments → Billing from Sales OrderChallenge: Sales and service module do not sync.  Any purchases made in Appointments wont update the sales order lines and they have to create a separate sales order for new additionsAny thoughts? Workflow 2: Opportunity → Service Quote→ Service Order ->Appointments->Billing from Service orderPros: Any addition (labor, services, subcontracts, inventory item) → All synced in service order and one consolidated Invoice sent to the customer Cons: No multiple revisions of service quote. We can create One service quote per opportunity. Has anyone dealt with this scenario and what is your thought and feedback?

We need to capture the mileage travel on an appointment as an expense to the Service orders.  Our customer does not want to create a expense claim for the mileage but want to be able to capture the distance as an expense on the appointment.The only methods visible to capture an expense on Appointments is with Expense claim/Vendor bill/employee time cardWill this be possible ? Any suggestions?

We use a Sales Order type that is set to use Reason Codes for the Sales Account. This is due to a piece of equipment that we sell and also do long term rentals on. We use an asset account instead of COGS for these orders. This equipment needs to have some service items performed on it as well as some additional components added before it is ready to install. We would like to start with a service order and have the equipment, components and service items all on the service order so our techs can see what is all needed to be prepped.I am wanting to bill the service order using the sale order type that is set to use reason codes, but I get an error due to the reason codes being empty.Does anyone have ideas on a work around?We could turn on Field Service in this sales order type and then only mark the service items as needing an appointment and creating a service order from the sales order.The problem here is that the tech will need to go to the sale order to know what equipment he is gett

Our Modern UI Calendar Board displays all 24 hours despite selecting our working hours in Service Manage Preferences. Am I missing something? Only want our working hours displayed. 

Is there an easier way to do inventory? Right now when we count one of our trucks we have to do a transfer from the truck warehouse back to our main warehouse when they have extra stock. Another transfer from there truck to writeoff when they have lost stock and another transfer to replenish what they are low on. Is there a way to correct inventory in one step?

Our service technicians log into an appointment on their mobile device to start time on a service order.  The time starts when travel starts. Are there any settings that we can use to prevent a tech from starting time prior to a set time.For example if we have a case where a tech can’t be on a client site/service appointment until 8am  we don;t want them to be able to punch in to that appointment at 7am on their phone. We use the start/stop time for both billing and for payroll tracking.

Before i log a case on this as it does not appear correct to me. I have setup a Service Contract Schedule with a Start Date of 12/1/2025 (or any date between 3/2/2025 to 12/31/2025) to reoccur every 2 years in August on saving the Next Expiration Date if 8/1/2027 which is the result i want If i change Start Date on same schedule to be 1/1/2026 up to 8/1/2026 (one month forward) the next Execution Date changes to 8/1/2026 (comes back 2 years) which does not appear correct  

What is the best process of handling multiple employees on the same appointment in regard to documenting their time

Hi, Please check out this website. https://www.realwear.com/devices/navigator-520Has anyone come across this product and/or know of a customer who is using these glasses integrated to Acumatica for field services, equipment maintenance?With RealWear Navigator 520, users can log real-time inspection data based on situational hazards and issues – all while remaining hands-free and maintaining situational awareness.Or do you know of anything similar?If yes please advise thanks. 

Hello, We turned on the various location tracking settings by User. However, when I view the location tracking history, it only shows me the longitude and latitude. How can we view this information in a map form?