Skip to main content

Field Service

Service Management, Equipment management, Route Management

  • 371 Topics
  • 1,229 Replies
371 Topics
D
Varsity I
DanielStarkeVarsity I
asked in Field Service
How to GPS track asset location and invoice based on customer address and length of time on location

We run MYOB Advanced which is the version of Acumatica for Australia and New Zealand. We have nearly a hundred assets that we use for delivery of finished goods and these can be left with the customer for a few weeks. We need a tracking solution that will allow us to see where the asset is at any time and to then bill the customer if they keep the asset for longer than contracted norms. If there is a GPS system that would integrate with Acumatica and would facilitate this, perhaps utilising the Equipment and or Field Service modules, I'd be very glad to hear.

1381
vdiaz
Acumatica Moderator
dsimmerly
Pro I
dsimmerlyPro I
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 board The Staff member was “rolled back” on one of the locations and no longer showed on the Calendar board for that branch location My 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 customer How do you know a schedule is rolled back ?

351
vdiaz
Acumatica Moderator
P
Freshman I
peterpaaschFreshman I
asked in Field Service
Cases with Equipment

I have seen a few post about not being able to include equipment in cases. The fixes are janky with no real relationship between the case and the equipment. How has this been overlooked by Acumatica? It’s just such a common situation to have a customer call and as their describing the problem the tech wants to track the serialized piece of equipment they are helping the customer with. Not because it needs to be replaced, but because it’s the equipment the customer is troubleshooting. Has anyone found a way or used a 3rd party software that offers this functionality with a true link between case and equipment. We are capable and have customized Acumatica using code but for this use case it seems silly.

431
vdiaz
Acumatica Moderator
K
Freshman I
kelsy
asked in Field Service
How to view location tracking in a map?

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?

1142
vdiaz
Acumatica Moderator
J
Varsity I
jsudakVarsity I
asked in Field Service
Why does Service Time get deleted from the log when reopened?

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?

391
vdiaz
Acumatica Moderator
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
Removing POs for 24 R1

We just updated to 24 R1 and we can no longer remove POs from the service order. Does anyone know a work around or a way to fix this?

281
vdiaz
Acumatica Moderator
M
Freshman II
mchaturvedi57Freshman II
asked in Field Service
Is there any way to print the staff name of all the appointments from a service order to a an Email Template ?

Hi, Looking for help with a client request to print the staff name from all the appointments on an Email Template. I am able to print the staff from the first appointment using the field “ ((ServiceOrderAppointments.PrimaryDriver.AcctName))” but I need to print all the staff from all the appointments of the that Service Order. Please advise if any one has worked on something similar. For example SO# XXX has appointments/Staff on the appointments - A01 - Jhon, Tina A02 - Jhon, Jeff A03 - Chris So I want print Jhon, Tina, Chris

201
vdiaz
Acumatica Moderator
L
Freshman II
lewisadFreshman II
asked in Field Service
Appointment workflow stage update from mobile app

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?

301
vdiaz
Acumatica Moderator
S
smcfall
asked in Field Service
Inventory Count - FS Allocated

I am in the middle of physical inventory count and I am trying to close out the count. However, there are items that show up as FS Allocated that is interfering with us closing it as it will draw our available qty negative. How can I remove the FS Allocated items?

491
vdiaz
Acumatica Moderator
meagan59
Varsity I
meagan59
asked in Field Service
Mobile Off-line entry of Service Order and Appointment

We are looking for a solution to be able to enter and edit Service transactions when there is no internet or wifi available. Our customer’s service techs are often working in cooler where it is very difficult to get service on their mobile devices. Any guidance is greatly appreciated!

59910
GlenMartin34
Acumatica Employee
U
Jr Varsity III
umeshramaswamy82Jr Varsity III
asked in Field Service
Field Service appointments minimum billing for 15 minutes

I know there is not a way to bill an appointment for a minimum set time of 15 minutes. For example if a technician completes a job in 8 minutes, system should set a minimum to 15 minutes unless manual intervention is done. Is it something under future product enhancement consideration?

19211
sean21
Varsity I
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
Projects

Is there a way to change the default project once the service order has been created? Sometimes the wrong project is selected and we need to update it for billing. Acumatica doesn’t seem to allow you to make any changes to the project once you have saved the service order.

1262
mglass
Freshman I
R
Varsity I
rmillerKimballVarsity I
asked in Field Service
Tax different on Appointments & Service Orders - Avalara

Some of my technicians have complained of some differing amounts from the Service Order to the Appointment, and it has boiled down to taxes. I’ve seen it pop up a few times, and its always a Special Tax issue. The address was validated at the Customer level, and not overridden on either the Service Order or Appointment. Has anyone experienced this issue? Appointment, with the extra line of taxes Service Order, lacking the extra tax Acumatica 2022R2 Build 23.212.0024

321
R
Varsity I
E
Freshman I
Eddier47Freshman I
asked in Field Service
System Down Recovery Plan

Recently our Acumatica site was down for a full day of work. We are service based and have techs out in the field all day. With the site down we were unable to access appointments and eventually we had to send all techs home. This triggered us to realize we need a Disaster Recovery Plan. I wanted to see what others have done to make sure you can still function if your Acumatica site goes down?

1238
muhammadshaamel84
Freshman I
D
Varsity I
dsimone20Varsity I
asked in Field Service
Change Model Equipment to Part

Mistakes were made when item classes were set up and some Stock Items were created as Model Equipment that should be Parts and vice versa. I know the setting is read only on the inventory item, but it doesn’t look like correcting the setting on the item class solves the problem either. Any ideas on how to correct this for existing stock items?

1227
Laura02
Captain II
A
Jr Varsity II
alejandradiaz68Jr Varsity II
asked in Field Service
Import Scenario to delete Sale Prices by UOM

Hi everyone, I'm having issue trying to configure an Import Scenario to delete all the sales prices with the same UOM. I have a huge list to delete and one by one its no efficient

574
C
Semi-Pro I
P
Jr Varsity III
pankaj65Jr Varsity III
asked in Field Service
Project billing from field service

HI, I have set up allocation and billing rules based on the attached document to process project billing from field service appointments. However, when we run billing from the appointments, the system is not marking stock items as billable. As a result, these stock items are not being billed in the AR invoice when we execute the project billing I've attached a document on the field service management demo script, which includes the setup process and a detailed transaction process between pages 58 and 95. Can someone please review and let me know why the stock item is not being marked as billable in the project transaction. Thanks.

894
P
Jr Varsity III
rwhetsell77
Freshman II
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.

533
DavidEichner
Captain II
aaghaei
Captain II
aaghaeiCaptain II
asked in Field Service
Markup worksheet for Fields Service

Hello All, Is there anyway to setup a markup table in Acumatica driven by stock or non-stock items unit cost? I am looking for something very simple independent from Item or class or customer or project. We have thousands of items and we don’t want to do the math on each item and add markup or sales price for each item. Simply I want the FS Appointment screen look at the item unit cost no matter what that item is and add a Markup based on the Unit Cost and set it as Unit Price. For example in Appointment Line:1) if unit cost is 0.00-10.00 then unit price is Unit Cost plus 50% 2) if unit cost is 10.01-50.00 then unit price is Unit Cost plus 40% 3) if unit cost is 50.01-100.00 then unit price is Unit Cost plus 25% and so on … Any help is appreciated.

682
aaghaei
Captain II
bzelinski
Varsity II
bzelinskiVarsity II
asked in Field Service
Remove allocation for inventory item originally "Marked for PO" on Service Order - 2024R1

Problem: 1. An inventory item “CS1455330” was ordered with the “Mark for PO” check box in the Service Order. 2. This item was received, but as the appointment was completed, we realized that this item was not needed. We would like to just keep it in stock, but no longer have it allocated to this service order. 3. I have tried to “Delete the line” or “Change the line status to ‘Canceled’”. This is the message that is shown when I try to do either of those actions: 4. We could just ignore it on the service order, as we have already billed the customer for everything else on the appointment. The only problem is that this inventory item will always show as unavailable for other customers, as it is already allocated to this service order. Any ideas on how to delete this allocation and make it just be in stock and available? Thanks for the help!

1842
Chris Hackett
Community Manager
A
Jr Varsity III
abdiJr Varsity III
asked in Field Service
get data user defined in customer location for generic inquiry

how to access this for generic inquiry

5256
T
Varsity II
J
Freshman I
jchan86Freshman I
asked in Field Service
Cannot select Inventory Item on Service Order

On a service order, if I use the MRO order type, I can select inventory item. However, using INT order type, this option is not available. Based on the Help file, I should still be able to select stock item for “none” billing option

759
Samvel Petrosov
Jr Varsity II
M
Freshman II
moniquelarcheveque8Freshman II
asked in Field Service
Accounts with Bing Maps Dev Center for Maps in Field Service

Hi, We can no longer create new account with Bing Maps Dev Center! See comment below. How can we activate the display of maps in Service or Routes without a Bing Map Api key? This is the first time you have logged into Bing Maps Dev Center using MYACCOUNT Bing Maps for Enterprise is deprecated and will be retired. Enterprise account customers can continue to use Bing Maps for Enterprise services until June 30th, 2028. Existing free (Basic) account customers can continue to use Bing Maps for Enterprise services until June 30th, 2025. We are no longer onboarding new customers to Bing Maps for Enterprise. For an alternative to Bing Maps for Enterprise, we welcome you to use Azure Maps, Microsoft's next-generation maps and geospatial services for developers. Azure Maps has many of the same features as Bing Maps for Enterprise, and much more. To get started with Azure Maps, simply create a free Azure subscription and an Azure Maps account by following the steps here. See Azure Maps Document

1644
E
Freshman I
A
Freshman II
apickard5Freshman II
asked in Field Service
Integration of Field Service with Project Accounting - Construction

Hi all, I am trying to figure best way to handle the following. Let’s assume that a new Project (related to construction edition with Progress Billing) is opened to manage the installation of HVAC and electrical installation. This project needs to monitor both costs related to equipment and labor. It would be ideal when new equipment is to be delivered and installed on site, a Service Order and related appointment is created to manage both the issue of the equipment from store to site and also to manage the time it takes to install the equipment and employees who are doing such service and capturing all related costs directly on the Project. The question I am trying to resolve is how best to record the issue of equipment and capture all costs on the Project as there seems to be 3 possible options Through a Sales Order linked to Project - Seems strange and not logic to use this especially since billing of both equipment and service will be done directly through the Progress Billing func

7808
R
Freshman II
Sagar Greytrix
Captain II
Sagar GreytrixCaptain II
asked in Field Service
Increase character limit to 30 on 'Equipment Type' screen

Hi team, We need to increase the length of the 'Equipment Type' field. Currently, it is set to 15 characters, but we want to save up to 30 characters. We replaced the code as shown in the attached screenshot. After making this change, we successfully added the 30-character limit. However, if we select an attribute in the Attribute tab, the value automatically becomes blank after saving. Please provide a solution to address this customization issue. Regards, Sagar

1245
Chris Hackett
Community Manager

Go to

Discussion Forums
Financials
Distribution
Manufacturing
Construction
CRM
Field Service
Retail
Payroll
Professional Services
Low Code | No Code Customizations or Integrations
Develop Customizations
Develop Integrations with Web Services | APIs
Other Developer Topics
ISV Solutions
Configuration and Installation
Reports and Generic Inquires
Import and Export Scenarios
System Health and Performance
Community site discussions
Community Introductions
Everything Else
Technology Partners and Customers
News & Announcements

Tags

Most helpful members this week

Badge winners

Show all badges
Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved