Skip to main content

Field Service

Service Management, Equipment management, Route Management

  • 377 Topics
  • 1,259 Replies
377 Topics
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 

664
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.  

914
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.

603
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.

732
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!

2222
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

5396
T
Semi-Pro I
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  

769
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

1824
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 optionsThrough 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 functi

7898
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

1315
Chris Hackett
Community Manager
aaghaei
Captain II
aaghaeiCaptain II
asked in Field Service
Has anyone come across this issue that some events are not triggered but some are?

Hello all,I am experiencing weird behavior with “DailyFieldReportEntry” graph events. When we have a CacheAttached Event in a graph typically it is the first one triggered by the platform to override DAC properties. As you can see in the below code on the same DAC I have two events. Acumatica triggers the RowSelected Event and everything works in my code as expected but oddly the CacheAttached Event is not triggered at all. But logically it should have been triggered before any other event. In fact, when I put a break on it to trace, it never is been hit at any point. Any idea why this is happening?namespace Test{ public class TestDailyFieldReportEntryExt : PXGraphExtension<DailyFieldReportEntry_ApprovalWorkflow, DailyFieldReportEntry_Workflow, DailyFieldReportEntry> { public static bool IsActive() => true; protected virtual void _(Events.RowSelected<EPActivityApprove> e, PXRowSelected baseHandler) { //My Stuff } //My P

49221
D
Captain II
S
smcfall
asked in Field Service
How to attach an attribute to appointments?

How do I add an attribute to the appointment screen? I have the attribute created but I do not know how to link it to the appointment screen under attributes. 

231
Manikanta Dhulipudi
Captain II
S
smcfall
asked in Field Service
How to add an attribute to appointments?

How do I add an attribute to the appointment screen? I have the attribute created but I do not know how to link it to the appointment screen under attributes. 

291
Manikanta Dhulipudi
Captain II
A
Varsity II
Andy SmithVarsity II
asked in Field Service
Link Cases to Target Equipment

Has anyone found a way to link cases to target equipment?Use case is: We sell/install a serialized item at a customer and it becomes a piece of target equipment.  The customer contacts us with a question/problem on that specific piece of equipment.   It is important to be able to track case history for each serial number (aka equipment record).Maybe this is there and I’m just missing it.Thanks for any unput.Andy

1717
P
Freshman I
S
Jr Varsity II
steph23Jr Varsity II
asked in Field Service
MySqlConnection error when trying to complete large appointments

We get an error that says - ‘This MySqlConnection is already in use. See https://fl.vu/mysql-conn-reuse’ when we try to ‘complete’ large appointments.  Once we get this error message we are unable to cancel, alter, save, complete or bill this appointment.This has happened on appointments ranging from  25-45 lines.Anyone have any idea why this is happening and how we can get around the issue?

1272
Chris Hackett
Community Manager
D
Freshman I
donnahenderson00Freshman I
asked in Field Service
Deleted time entries

Is there a trail to show time entries that were deleted?  

331
Kandy Beatty
Captain II
kwilson63
Freshman I
kwilson63Freshman I
asked in Field Service
Automatically refresh calendar board

Has anyone found a way in the browser settings (Chrome, Edge, etc.) to set up an automatic refresh on the calendar board?  We have clients who open the calendar board in a new window and then drag it to a 2nd or 3rd monitor. They want to view it throughout the day as they are working.  But if they are idle for several minutes and others are changing the board, their page doesn’t refresh unless they force it to or unless they make a change.  Is there a way to set it up so that it can refresh automatically every 5 minutes (like dashboard widgets)?  

451
Kandy Beatty
Captain II
jo70
Freshman II
jo70Freshman II
asked in Field Service
Remove status 'Close' for most users

How can I remove the access to set the option of ‘Close’ as a status for most users in an Appointment or a Service Order? We would like most users, like data entry or service technicians to be able to set the status of ‘Complete’ but not ‘Close’ - We want to control this option to 1 person that will review the Service Orders/Appointments before billing and closing them. Is there an easy way or do we need to make edits/changes in a customization project?Thank you in advance!! Appointment State Diagram 

643
jo70
Freshman II
A
andrieher
asked in Field Service
how to see the company list example (27im95.acumatica.com) this site how can i enter?

how to see the company list example (27im95.acumatica.com) this site how can i enter?

391
mariankharechko60
Freshman II
J
Freshman I
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 

474
darylbowman
Captain II
L
Freshman II
lewisadFreshman II
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?

322
L
Freshman II
B
Freshman I
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. 

521
Kandy Beatty
Captain II
M
Freshman I
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?

8534
L
Jr Varsity II
P
Freshman I
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 

331
vdiaz
Acumatica Moderator
chrislower
Jr Varsity III
chrislowerJr Varsity III
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? 

1259
chrislower
Jr Varsity III

Badge winners

Show all badges
Terms & ConditionsCookie 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