Field Service

Hello!I’m creating a service order from a sales order. And to create the service order, I select the require appointment check box for the stock item and to the service. The items entered in the sales order will be shipped from the sales order shipment.But when I create the service order, it shows the stock item line status as require scheduling and ask me to do another item issue when completing the service order as well. But the documents say we are only requiring shipping the items which are newly added to the appointment.If there’s any step or information I have missed? Best Regards Amanda

Why don't line item notes appear when I print the Service Appointment? We would like the Service Tech to be able to see the line item notes. We also would like somewhere in the Appointment to capture all the service Tech notes about the service provided. The Notes on the mobile app print at the bottom of the Invoice, but there aren’t enough lines for the full descripton of the work. Where do others capture this info?

Hello fellow Acumatica users.  Do you know if it’s possible to enter an AP Bill to a Service Order without using a Purchase Order? Thanks!

We are using Apple iPhones. Trying to add photos to the service appointment in the mobile app.Taking a photo in the app works fine, however if we select ‘Insert Photo or Video’ for adding a previously taken photo we get an error saying ‘File type pvt is not allowed.’.  We believe that because it has the ‘live’ option enabled on the photo so we turn the live off.With Option ‘Automatic’ we then get error ‘File type heic is not allowed’With Option ‘Current’ we also get error  ‘File type heic is not allowed’With Option ‘Most Compatible’ we get ‘File type thumb.standard is not allowed’Anyone have any idea what we need to do to get it to insert photos that have already been taken?

I am wondering why I don't see a blue-shaded area to drag an appointment to for most staff listed on the calendar board. I assume it should look like the image below: 

Does anyone know when WorkWave will have the integration for 2023R2 ready?

We are experiencing an issue where we want to round the labour actual hours to the nearest 30 minute interval, however our options are to either change the actual time or change the extended price. If we change the extended price, then the unit price will show on the invoice as something other than our flat unit price rate. For example: a 22 minute job that we want to bill out an hour for…. if we change the extended price to 110 (which is our hourly rate) on the invoice the unit price shows as $200 and change. Ultimately we want to capture the actual hours worked by technicians, but invoice to a minimum of 1 hour, or the nearest 30 minute interval.  

Hi All,Case: we got a contract provide a maintenance service monthly in 1 years. I expect to have a service contract where we can add a service order Maintenance that recurring 12 appointments (1 service contract, 1 service order, 12 appointments belonging to 1 service order)However, the way system working is 1 service contract, generate 12 service orders, and each service order corresponding with 1 appointmentIm not sure if this is the way system has been setup correctly.Do you have any sugest to setup the service contract to run as my expectation?Thanks in advance for your advice.Yên Chi 

Has anyone ever performed or set up different invoice templates for different clients/customers in field services? Curious as to where to set that up. TIA. 

While  Creating invoices for Service order   with 2 Non Stock Items both assigned to same Posting Class , But while releasing the Invoice One Item is taking  with GL Account mentioned in Posting Class and another one is taking from Item level GL Account . The Sales Sub Account mentioned in Ordertype is  to take from Branch - C , but its pulling from posting class the default sub Account  other than to the revenue posting . Kindly advise 

How do we fix the error: "EP Error: User must be an Employee to use current screen."  The User IS an employee, so I am confused.  Thank you. 

Is there a way to link the activities on Appointments or Service Orders so they show up on the customer account in Activities as well?

Since we installed Acumatica 2023R2, Our service techs have been complaining, especially when using the android version of the Acumatica App. Here is what happens:1. They will use the “View on Map” button to see the location of their next appointment.2. The app will open up Google Maps correctly.3. When returning to the Accumatica App after looking at the map, it is locked up. Every time they need to restart the app and log-in again.This is frustrating. Any suggestions on what we can do? 

The example story goes like this, our customer sold an ice machine that came with a 1 year parts/labor warranty. Within the manufacturers warranty period, the ice machine required a service appointment that resulted in a trip charge, on-site labor and a replacement of a defective non-serialized subcomponent part.The end customer is not expecting to pay for the service charges because it’s covered under the manufacturer's warranty. However our customer the service provider would like to be reimbursed under the manufacturer's warranty program. They have no visibility for tracking the process of collecting reimbursement for the appointment expenses.Any thoughts on this?

I believe this is a new bug for 2023R2, as it never occurred until we upgraded. I am able to recreate this error on a new instance with u100 data.I think this is limited to the field service, when billing by Service Order that has one (or more?) canceled appointments but still has a completed & closed appointment. The canceled appointment will have at least 1 inventory item on it, and the completed appointment will be a reschedule of the first appointment with the same inventory item. The service order will correctly show only 1 item to bill.When you go to release the invoice, the one inventory item will show, but error on release with the following error.Error: Updating 'Appointment Item Detail' record raised at least one error. Please review the errors. The specified quantity (1.00) along with the quantity in other appointments (1.00) is greater than the quantity in the associated service order line (1.00). The specified quanti

Has anyone had issues with the Default cost code from the Service Order type not being retrieved?I’m having an issue clicking and dragging an unassigned appointment to an employee for a Project Service Order type.  I believe it’s because it’s needing a cost code for the Staff Assignment. Other issue in general, is the default cost code functionality doesn’t appear to be working.Any thoughts / suggestions / ideas? Thanks Sara

we are trying to get onto mobile for our field techs but we are running into issues with returning material. what is the process you are using to return unused material that was purchased for a service order on the mobile app?   We need to know what service order its for when we receive the credit note.  ideally it would be nice to use a PO to do this, but the system doesn’t allow you to create negative PO.

 Hi we encounter some email replies did not feed into Acumatica so we did not receive the reply via Acumatica cases and we had to check back email. I’ve check the label/folders and it’s accurate.  This is how we set up the incoming emails, so it reads by the label via gmail, so the email replies did appear inside the label (root folder) but sometimes it doesn’t capture.so IKARISUPPORT has our emails when client replied support@ikari.sg This is the missed email, it does have our email support@ikari.sg

We have a multiple service contract schedules that needs to record on the system. We would like to achieve this using the import scenario. Couple of fields can be imported, however when we tried to import the scheduled on date for monthly and yearly frequency, it seems this field is not available for import. This schedule on is always default to Fixed Day of Month at 1st. We would like to all the schedule to be selected the Fixed Day of Week at a different day like every second of Thursday. Will that be possible? Thanks,

Hi, I’m trying to create a business event that creates AP bills relating to an appointment.The requirement is to create some AP bills automatically when an appointment is created. I’m trying to use the Create AP Bill action in the detail tab of the appointment form for the import scenario. However, I can’t find how to use this action in the import scenario. Could you anyone please help me with this?Or else do you see any way I can fulfill the requirement?Best Regards,Dulanjana

Hello! We want to import service contracts which the start date of the contract is around one year later than the importing date. Hence it has previously generated billing documents.Is there a way we can import service contracts, start generate billing documents from a mentioned date, not from the start date of the contract?Thank You!

We have many instances where we do work for a customer in Tax Jurisdiction A (Example). The invoice, is generated to a sperate bill TO Customer. The tax rate due - is based on where the Service customer is - where the work is physically performed. However, the tax rate is pulling from the bill to customer, creating a very cumbersome tax Code review process. IS there something I am overlooking, or is this a shortcoming / issue that is being addressed? For Service work, it would always be tax in jurisdiction work is performed. Would be great if anyone could share some insights (hoping IM making a mistake!).  Below is example of our current billing configuration in this scenario.   

Hi,I’ve inherited an Acumatica install with 1500 open service appointments and want to find a way to close anything over 2 years old automatically.  As I’ve been going through the process I’m finding lots of road blocks because of rules.e.g. - Cannot complete because there are open appointments.e.g. - Cannot complete because an instruction/comment line item is open in an appointment.I am new to Acumatica and have been learning the service module but can’t seem to resolve this.  Is there a way to mass close appointments and override the warnings?  If all else fails, someone will have to go through all the appointments and close them.Thanks, Kevin 

HI All,I try to implement the Sales Order for Equipment based on guiding from V150_Equipment_and_Route_Management. At the Step 1, after filling in Inventory ID, there was a field Equipment Action with choices include Selling Model Equipment, Replacing Target Equipment, Selling Optional Component, Upgrading Component, Replacing Component. On my environment, I cant edit this field so cant pick the option.In theory, if i can choose options on this field as Selling Model Equipment after invoice was released, the Service Equipment will be created on screen Equipment SummaryBecause I cant edit that field, so the taret equipment wasnt createdDo you all have any idea why this happens?Best regards,Yên Chi

We have service technicians that perform onsite repair work for our company. We use the Service Management module of Acumatica and it appears to be working well. However we want them to be able to view the Target Equipment History, it seems like their rights/roles are not setup correctly.Can someone please tell me what the correct rights are to allow them to VIEW the Equipment and Equipment history, but not be able to make any changes to that data? I can get them to view equipment but not the equipment history, it comes up with “An error has occured”We also want to restrict all staff except Service Management staff from making changes to the Equipment database. Just to have Read Only.