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Field Service

Service Management, Equipment management, Route Management

  • 369 Topics
  • 1,220 Replies
369 Topics
R
Freshman I
regb23Freshman I
asked in Field Service
I need to know how to reopen lines that are marked as completed on partially received PO’s on ACU

I need to know how to reopen lines that are marked as completed on partially received PO’s on ACU

1644
R
Freshman I
jbuddecke71
Varsity I
jbuddecke71Varsity I
asked in Field Service
Cost from Appointments

I’ve added non-inventory items to a service order appointment. How/when are these costs posted to the GL? I see how time is posted and I can bill these transactions in AR, but I don’t see the cost impact to the GL.

632
Laura02
Captain II
C
CodyF
asked in Field Service
Staff Appoints on Map

Happy Friday, Has anyone successfully been able to create the Bing Map API Key to allow this process to work? Any help would be truly appreciated. We are currently using Google Maps and importing our data to populate on it.

841
jaymarzian
Varsity I
R
Freshman II
rethavanalphen11Freshman II
asked in Field Service
Capture mileage travelled as an expense posting to projects

We need to capture the mileage travel on an appointment as an expense to the Service orders. Our customer does not want to create a expense claim for the mileage but want to be able to capture the distance as an expense on the appointment. The only methods visible to capture an expense on Appointments is with Expense claim/Vendor bill/employee time card Will this be possible ? Any suggestions?

1944
H
Semi-Pro II
jaymarzian
Varsity I
jaymarzianVarsity I
asked in Field Service
Service Order Details Field on Service Order Print Page

Hey folks, does anyone know how to populate this field on the Service Order Print Page?

545
jaymarzian
Varsity I
jaymarzian
Varsity I
jaymarzianVarsity I
asked in Field Service
Multiple Sales and COGS GL Accounts one Inventory Item

Hey folks,Got a question: Let’s say a customer is selling a stock item in 2-3 different contexts: a. Over-the-counter item sold at the store (has it’s own account for COGS and Sales). b. Same item sold in the context of a service call to a customer (has it’s own account for COGS and Sales). c. Item provided as a warranty item or according to a contract (has it’s own account for COGS and Sales). As far as revenue and cogs go, how does the system know where to allocate those two transactions for the same part in inventory in different scenarios? Can you have just a single inventory item that can be used in different contexts without having to manually change the GL entries each time?

1962
jaymarzian
Varsity I
D
Freshman I
debas56Freshman I
asked in Field Service
How to edit the Vendor last price in stock item screen

How to edit the Vendor's Last price in the stock item screen. Below is the screenshot attached for your reference.

821
Manikanta Dhulipudi
Captain II
I
Freshman II
ikarisg
asked in Field Service
Shipment Layout via Mobile

Hi the layout via mobile is very limited, is there a way to activate view for address or description or notes?Our staffs does not have access to sales order due to confidentiality.. so we hoped for a better solution thiis way?

822
I
Freshman II
K
kapil59
asked in Field Service
When activated 2FA for a user and after login in web instance, I m not able to get the notification on registered mobile.

When activated 2FA for a user and after login in web instance, I m not able to get the notification on registered mobile.

7056
Chris Hackett
Community Manager
H
Freshman I
hmukundanFreshman I
asked in Field Service
Field Service Order Type and GL Posting

Hello Everyone, Reaching out to see if anyone has come across a situation and have figured out a way. We are looking to have the gl posting happen for a specific service order type to a specific gl account irrespective of the Stock or Non Stock items that was utilized to complete the service order. Appreciate any guidance. Want to understand what drivers the gl posting in field service? can we post to a gl based on service order type? what mechanism available to meet this requirement? Thanks, Hari

601
dcomerford
Captain II
M
Freshman I
MComan62Freshman I
asked in Field Service
Service contract based on number of appointments

Our client bases the Service Contract on number of visits. Sometimes they cannot be complete in the period that was covered. Is it possible to set up Service Contracts based on the number of visits?

383
Kandy Beatty
Captain II
DavidEichner
Captain II
DavidEichnerCaptain II
asked in Field Service
Service order import with activities

I am trying to import historical service orders along with multiple activities for each service order. However, there doesn’t appear to be a place in the import scenario profile for activities. Am I missing something? Has anyone else encountered this issue? Best, David Eichner, CPA

641
J
Varsity I
I
Freshman II
ikarisg
posted in Field Service
GPS Location Tracking Positions not sending into Acumatica server (Mobile)

Hi all we suddenly have one employee phone not sending coordinates to Acumatica, I’ve check his phone and all his settings are in place. Even acumatica mobile has indicated location has been captured. But it seems like he is permanently stuck in 12/1/2024 in our GI. Anybody facing the issue? I’ve also uninstalled and reinstalled the app as well as clearing data and cache.. but the issue remains the same. Staff is using Android 14, Galaxy A52 5G, SM-A528B/DS Staff is also only using 1 Google Account which is the work organisation account, he doesn’t have any personal account tied to the phone Last tracked position for this employee Upon checking the staff phone. The usage history is today (20/1/2024) even acumatica has indicated it. Location permission all activated. Recent access did indicate that Acumatica was accessed for location settings No permissions were being blocked. Acumatica Dashboard Device is detected Tracking is enabled. Is it due to the new google update? Thanks!

2305
greglang
Varsity I
I
Freshman II
ikarisg
asked in Field Service
Error uploading file for Version 23.033.03

Understand they implemented a new feature but it’s virtually broken. Even the signature captured has an “error” and can’t be upload. Please rectify any workarounds, this update has greatly distrupt operations.

1777
I
Freshman II
E
Jr Varsity III
eshahid98Jr Varsity III
asked in Field Service
Option to Link Target Equipment ID to CRM Sales Quote Line

I couldn’t find a way to entre a Sales Quote Line and associate a Target Equipment ID. Is there any way to do that? Thanks.

1434
C
Freshman I
R
RobertLee
asked in Field Service
Acumatica Time Keeping

Hello, I’m a prospective Acumatica customer. I’m wondering how people are finding the functionality for time keeping? We have lots of staff on hourly payroll and we need a system that will track total hours for the day and time on work orders. Ie. Clock in at 8am, clock in/out of service orders throughout the day, downtime in between, and end of day. I’m finding info on adding time to jobs but less info on overall time management. We use clock shark today. It’s easy for employees and managers to see total time per day/week by person and then the details for what was on a job vs. travel and admin. Thank you in advance for your thoughts! Robert Lee

3591
hmvaughan
Freshman II
F
Jr Varsity II
fpantelidakis65Jr Varsity II
asked in Field Service
Business event to automatically create an appointment when a service order is created

Hi, I am trying to create a business event with an action item to automatically create an appointment each time a service order is created under field services. Here is a screenshot of my business event. Here is a screenshot of my Action Settings Here is another section of my action settings Nothing is happening what is wrong with my settings. Do I need to setup a import scenario? Any guidance would be appreciated. Thanks, Frances

1334
F
Jr Varsity II
J
jeff18
asked in Field Service
API Appintments to online calendar

Is there a way to interface appointments from the field service module to an online calendar like Google calendar? The calendar layout in ACM is impossible to work with on a mobile device.

1571
Laura02
Captain II
W
Freshman II
WoodyGilbertFreshman II
asked in Field Service
Best way to assign equipment or tools to employees

I’m trying to figure out the best option for assigning company owned equipment (tools) to employees. I’m not trying to job cost them in projects nor assign to specific service orders. Similiar to assigning a Fixed Asset to a custodian except we don’t have the Fixed Asset module. Any ideas are greatly appreciated. We have Service Management and Equipment is available but I don’t see how to assign (check out / check in) to specific employees.

2175
Kandy Beatty
Captain II
K
Freshman I
KShepherdFreshman I
asked in Field Service
How to restrict Staff from changing Appointments on Calendar Board?

Does anyone know how to prevent Staff from making changes to the Calendar Board?? I cannot find the security role setting specifically to make the Calendar Board “View Only” for our Staff. Right now they can very easily click and move an Appointment from one timeslot to another, or from one person to another!

792
A
Freshman I
A
Varsity I
andrew15Varsity I
asked in Field Service
move costs from a service order to a project

How can we move the costs from a service order to a project. We have multiple service orders that have turned in to projects. this happens often when we go to a customers to fix some a piece of equipment and due to the condition of the equipment we quote the price of replacement and we include the costs from the service order in the quote so we don’t invoice for the service order. Weeks or months later we replace the equipment and the cost from the service order need to get included in the project so we can show the customer we included the service order, and the revenue from the project stays with the costs from the service order. This happens frequently leaving open service orders. our revenue doesn’t match the costs on projects making the projects profitable and the service order not profitable. My only thought is to do a GL transaction, but it won’t affect the service order, just the project. the appointment has time activities on it, so it won’t let me do anything with it. Any sug

1655
A
Varsity I
F
Jr Varsity II
fpantelidakis65Jr Varsity II
asked in Field Service
Field Services-Service Orders

Hi, I am configuring Field Services and have a question. When I create a service order and try to select a branch location per the screenshot below: It does not display all of the branches to select from under Branch Locations. It only displays the branch that is at the top of the screen. Refer to second screenshot. There are company access roles setup under Companies but would that be causing the issue? Let me know what setting I have to configure so users can select from any Branch Location that was setup under the Service module. Thank you, Frances

831
Laura02
Captain II
dsimmerly
Pro I
dsimmerlyPro I
asked in Field Service
Service Order Profitablity

What are the option for reporting Service Order profitability ?

657
Anna Devyatko
Varsity I
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
Appointment Links

Is there a way to add a link to each appointment of to get back to the first appointment? Our techs want to be able to refer back to what was done on the first appointment because sometimes a different tech will be going out on the follow up appointments. This way they can get to the appointment faster.

393
Kandy Beatty
Captain II
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
Items on Order

Is there a way to see what Inventory Items are on order?

475
C
Freshman I

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