Field Service

Having an issue when creating creating an Service Billing. Item used in the service are non stock service items but getting an error line Lot or Serial not assigned. Error: Inserting 'AR Transactions' record raised at least one error. Please review the errors. One or more lines have unassigned Location and/or Lot/Serial NumberBut only service item used in this appointment. Customer recently upgraded to 24R2.

The Staff Calendar board and Calendar board give a good illustration on Staff members not assigned to appointments for the day.Appointment Summary provide information on Appointments and can be filtered per Staff member.How do I get the field service staff members per day that has not been assigned to any appointments out in a GI    

Hi,In appointments, in the log tab, we have the following line statuses:In Process Paused CompletedHowever the Details tab statuses are:Not Performed Not Finished Completed CanceledOur service technicians (property management) need to have the option to log “Not Finished” for a task for reporting purposes - what is outstanding on a service request. How would we go about to make this change.  I can find not preferences for appointment logs.

We just updated Acumatica to Build 24.203.0023. After doing that our service technicians have been complaining about the App.When entering the Appointment List, the default setting is for the complete month (Feb. 1-28). Before the update we really could see all the appointments for the month on that list. Now it only shows the first few: Feb 1-12.If we select “Today”, we can see the appointments for today only, but if we want to see the appointments for yesterday or tomorrow, we have to manually go the filter and set a smaller date range such as this week only in order to see the dates before and after today.When restarting the app, it again goes back to the default complete month which doesn’t work.Anyone else facing this? Any suggestions? 

We are currently opening a new branch dedicated to mechanical maintenance of vehicles (Appointments). We are looking for a solution to re-invoice these appointments to customers, whether internally (for the fleets of the different branches) or for external customers.I started exploring Acumatica, but I noticed that there are several concurrent windows, such as Equipment (FS205000) and Vehicles (FS203600).I read the help but it does not allow me to understand the distinctions.I want to be able to track costs on my vehicles. I want to be able to see if I change the same part too often (warranty/claim to the supplier) I want to be able to do periodic monitoring (inspection every 4 months for example) In addition, it seems that a vehicle cannot be used as target equipment. Do you know why?Could I extend a vehicle to a Target equipment?Does anyone here have a good command of this suite and could guide me?

We are exploring deleting branch locations and consolidating them. Long story short, we set it up wrong and need want to move it to how it should be used.We will probably wait until all open Service Orders / Appointments with the older branch locations are completed, closed & billed out until deleting them, but in a Sandbox I deleted the Branch Location and it makes that required field have a warning that the Branch Location has been deleted, and in the GI it is NULL.What ramifications can I expect to see if I delete branch locations?

We went live with Field Service in July 2024.  The ONE thing we are struggling with is the requirement to add purchase order items as quickly as they are needed. If our guys are at the hardware store buying a variety of nuts and bolts, it is cumbersome to enter these details at the time of purchase for the techs in the field on their iPads or the people in the office.  In our former software (Sage 300 - and yes, we know it is antiquated), but we could have a blank Purchase Order and fill in the purchases later.  At the very lease, a blank purchase order alerted us that we have an vendor purchase against the appointment. Because of this limitation, we are not using purchase orders at all.  Have any of you figured out how to enter a blank Purchase Order in Acumatica?

What happened to "SELECT ON MAP” functionality? We just upgraded from 2023 R2 to 2024 R1 and the “SELECT ON MAP” button has disappered. We now have only “VIEW ON MAP”, which does not verify addresses as "SELECT ON MAP” did. 

Since (my understanding, especially based on other posts) Acumatica doesn’t provide any warranty functionality besides the “Warranty” checkbox on service order detail, I’m curious how other service companies that ultimately need to file warranty claims with their vendors handle service order billing and inventory handling, as well as tracking claims with their vendors.We have a pretty good setup, but it’s all customization.  We added a Warranty Vendor column in FS Details (since we can have multiple vendor claims on one service order).  If filled in, logic kicks in that sets the prices (on stock and non-stock items) to based on vendor price records for those items, and then discounts it 100% with the discount offset to a warranty AR account.There is a process screen that then reviews all invoices from service orders with any warranty lines and creates a claim.  The claim is actually a PO Return Receipt, in which we “return” a nonstock item to the warranty vendor for the amount of the c

Has anyone encountered this error on an Appointment?  We are trying to Quick Process this appointment using Sales Order Quick Processing, also run billing and we get this error. We do not require serial numbers, also i’m wondering if its due to the fact that we have 2 EA UOMs in our conversion table. Any help would be appreciated! Screenshot here: Trace Log 1 Here: PX.Objects.IN.PXUnitConversionExceptionIN Error: Unit conversion  is missing.   at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args)   at PX.Objects.IN.PXQuantityAttribute.CalcBaseQty(PXCache sender, PXFieldVerifyingEventArgs e)   at PX.Objects.IN.PXQuantityAttribute.CalcBaseQty(PXCache sender, Object data)   at PX.Objects.IN.PXQuantityAttribute.RowInserting(PXCache sender, PXRowInsertingEventArgs e)   at PX.Data.PXCache.AttributeHandlersSquasher`1.<>c__DisplayClass2_0`1.<To>b__0(PXCache cache, TArgs args)   at PX.Data.PXCache.OnRowInserting(Object ite

In Service Orders (or appointment's) I have found that when I add an item that has a new stock item + warehouse combination the Item Warehouse Detail for the new warehouse is not added to the stock item..This is causing it to not appear on my Prepare Replenishment screen.If I manually add the warehouse detail to the stock item, I will have to also have toggle the Override Replenishment Settings for the Replenishment Source & Replenishment Warehouse to load from the defaults outlined on the Stock Items screen.I hope this makes sense, I can provide screen shots if needed for more explanation.Acumatica 2023R2 Build 23.212.0024

We have discovered a rather significant error caused by recent changes in Acumatica related to appointments managed in the mobile app. This is now affecting nearly all of our clients. Apparently Acumatica has made a change in how the signature function works on appointments, triggering a background process that takes the signature image and applies it to a PDF copy of the appointment summery. Previously when the technician would have a customer sign an appointment, Acumatica would simply attach an image of the signature to the appointment. Now Acumatica takes that signature and generates a PDF copy of the appointment summery, then deletes the signature image file. This sounds great, because people would rather be able to see the signature applied to the document rather than just sitting there as an image file. The problem is that Acumatica’s process of creating a PDF with the applied signature, attaching it to the appointment, and then deleting the image file causes the appointment in

Hi Community, I was referred here by someone from support. Does any one have already experience an issue on the invoices after the upgrade? The invoice from service order has a direct link which shows on the related document of the invoice. After our upgrade, the related svc doc nbr (related document) is still showing on the invoice, however, you cannot use this as a reference in generic inquiries or reports. Is this a known issue on 2024 R1? Does anyone have a resolution to fix this?

What roles can I use to set field services in 2024 R2?

Hello:Does anybody knows if there are any field services roles define in the 2024 R2 version of Acumatica? and if there are not, Which I can use to define the service role?thanks,

Hello- Hopefully this is relatively easy fix and I’m just missing something. So, we’re creating appointments and using the buttons to start travel, begin work, stop work, etc. When the Travel portion of the appointment is completed, the box is checked for Add to Actual Duration. However, when we Start Work, the box is not automatically checked for the work line item:When this box is not checked, the line item in the Details tab defaults the Actual Duration to the value in the Estimated Duration. It could be a setting in the Service Order Type, but is there a way to have this Add to Actual Duration box checked for all log items? Thanks in advance for any help!

How do we create a Service Appointment invoice (billing) for the total only? We want to summarize rather than itemize the invoice to the customer to include only a total for the service provided.The  Log captures each step of the process. We want to capture all of this info, but bill only for the combined total and summarize the invoice rather than spell out each separate line-item and charge. How do we do this? 

We have over 30 service techs and they all drive a van that is stocked with parts they may need. Is there a way to set a default so when they use one of those parts it auto populates to there warehouse(VAN) when posting it to their appointment?

Hi All,Is there anyway to get a defualt branch on either the customer contracts or contract items? We have multiple branches with different contracts, it currently defaults to the logged in branch when running the contract billing

We have a couple of End Period plus service contracts that we have been billing for nearly a year now. We now need to know how do we remove a piece of equipment from the service contract, but leave all others?  

WARNING: Skip this paragraph if you are just looking for a quick solution. :)Hello Folks,I have been meticulously working on import scenarios re: Service Management and haven’t seen a lot of folks just sharing what they’ve got in terms of solutions and mapping and exported Import Scenarios and stuff.   I know the info is out there -- I mean people must be importing data for their clients and standing up Acumatica for them,  It’s almost like we see these things as our own personal artwork that we will show a glimpse of to folks, but will not outright share how we did it.   In my 28 years of IT work I have encountered this over and again.  It’s like if you share how you did it with others, you suddenly lose value as a professional.   The presumption here is that you only have a few secrets and if you give them all away, you will not be marketable.   I have always come against this norm by sharing everything I know with people and not holding back the solutions I have come up with.  It so

Customer does not have the Project module installed.  So I can see how COGS gets posted to the GL by releasing the issue associated with an appointment invoice, but how does the cost of labor get posted to the GL?  How is the cost determined and when does it get posted and is there something that needs to be done in order for this to happen?  I have already added a time card for an employee and added a labor rate for same, enabled time tracking in Service Order Preferences as well and I am using a non-stock hourly labor item associated with a labor item class and choosing the above employee for the appointment, performing the appointment and closing, then run billing and release the invoice.  Still can’t see the cost of labor posting.  What am I missing?

Does anyone know how long it takes to implement the Acumatica Field Service Module? Anyone know of an advisor that can do it quickly and cost effectively? Thank You

Has anybody used a solution from a ISV for Electronic Driver Logs? Our current company does shorthaul which doesn’t require EDL but we are starting to see that with our trucks traveling beyond 150 miles radius that it will be required. We are hoping if it has some Acumatica intergration it could help our company with some intercompany billing. Anybody familiar with what solutions are out there and how its worked for them? 

Is there a better way to do this? I don’t see an option for “one-time upfront”. The best it looks like we can do is to bill a Service Contract yearly. Here’s my workaround. Please let me know if any has alternative suggestions.  Duration = x years Billing Period = Year Service Per Period - adjust line item to the x-year total  Deferral Code - add x term deferral code (e.g. 3 years/36 months)  Run Service Contract Billing  Deferral Schedule created after AR Invoice processing Should accurately recognize revenue across x terms (in this case 36 months)  For years 2, 3, etc. - modify services period and zero out prices so no billing/revenue generation occursIt’d be ideal if there was a Period option of “one time” or “only once” for upfront billing. I can submit an idea if there isn’t one already and if others believe that’s needed.