Field Service

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.  

We create a Sales Quote, mark lines Require Appointment;  create Field Service Order.The order is created, but the lines are marked and Nonbillable.  The detail lines are non editable. How to resolve.  

Hi,Has anyone encounter issue where you imported the Appointments with line detail successfully, but the service order that created automatically from the imported appointments has missing line detail? When I created the appointment manually, the service order that created automatically has no issue with line detail, only when using import scenario that this issue happen. Thank you. Regards,Chern

We are using an automation to create cases from our Work Orders outlook email. We’re running into a couple issues. First is duplicate cases. Ex. If someone replies all it adds a RE: to the front of the subject and creates a new case. Or if a new contact is added to the email it creates a new case. Now we have multiple cases for one conversation. Second - The attachments in the email (in activities) does not transfer over when creating SO from Case. Is there a way to have the attachments from the email transfer over?

Good Morning, WITHOUT using the “Mark for PO” feature, is there any way to create a filter showing which Service Orders are “Ready to Schedule”? I have created a filter looking at the INSiteStatus table, ensuring that the QtyOnHand > 0 (for the specific warehouse). Which works great, except that it doesn’t look at all item rows. Meaning a Service Order may require three different Inventory Items, and my filter will show the Service Order as “Ready to Schedule” when just one item meets my criteria of QtyOnHand>0.  I would like the filter to only show the Service Call as “Ready to Schedule” when ALL Inventory Items have a QtyOnHand>0.  Any ideas would be appreciated. Thanks,Alec

Has anyone seen this before?On the Calendar Board filter, the check boxes visualy change when you try to check them. Clicking or double clicking the boxes does not activate the filters. The only way I can get the box to check is to tab to that box and spacebar. This happens on both Chrome and Edge. 23 R1 (we’re upgrading to 24 R1 in less than 2 weeks)   

Before I submit a support ticket, I wanted to see if the community has this answer already… I have two almost identical Service Contracts created, both Active and invoiced. In the Service Order, when I select the first contract that I created (0063) or don’t select a contract at all, the Target Equipment appears for selection in the details properly (see first screenshot). I have another Service Contract (0068) that I created, but when I select this in the Service Order, the Target Equipment disappears from selection. I have absolutely no idea why this is the case. Has anybody encountered this or know why this is happening? Can there not be 2 service contracts active at the same time? This seems to be a bug to me…  

Looking for a Acumatica reference that utilizes Field Service Mobile App for Scheduling Technicians, Accessing Service Orders, Applying Actual Labor, Invoicing, and collecting Payment all through the Acumatica Mobile App.  This prospect is eager to talk with a customer that is using these features on the Mobile App.  

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.

Staff Member had Staff schedule for 2 different Branch location and showed on both locations on the Calendar boardThe Staff member was “rolled back” on one of the locations and no longer showed on the Calendar board for that branch locationMy 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 customerHow do you know a schedule is rolled back ?  

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.  

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?

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 

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?  

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!

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?

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.

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 taxesService Order, lacking the extra tax Acumatica 2022R2 Build 23.212.0024

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?