Field Service

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. 

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

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?

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

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)?  

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 

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

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 

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?

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?

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 

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? 

Monday Morning Problem:I don’t know what happened in Acumatica over the weekend, but here is our issue:Service Appointments marked as “Completed” no longer allow us to add new inventory items and “Mark for PO”.This may seem strange that we want to do that, but we have been doing it for quite some time already. We mark the appointment completed when the log is complete and we need the time to go onto the service technician’s time sheet.  Up until today we were able to add items to order on the appointment, and then add a separate log later when the technician returns to install the ordered part.Is there a setting that we can change and allow “Mark for PO” Items to be added? The frustrating pain point that other people have talked about: If we “Reopen” The appointment, we completely loose the tracked employee time in the log.

When cloning an appointment we are getting the following error…this is happening with two different employees and both are current, have schedules generated through the end of the year. Thoughts??  

Hi All, I have this error. What is the problem and how do I rectify itthxDries

Is there a way in which one can use Route Management capablitlies for the delivery of items from sales orders?One can create a service order from the sales order for goods and installation and then create appointments for employees, however, this is for staff and we need it for vehicles in which the routes and appointments can be managed.

I am trying to make a generic inquiry of appointments for the current month and past months so I can add a widget to my dashboard of a bar graph on how many hours are being used with each of our customers. I still struggle with making GIs...

I have a client that is testing 2022 R2 and on the appointments screen of field services, they are getting the message that Tax is not up to date however tax is recalculating. This message does not disappear when saving the appointment but when this message appears on the service order, it disappears with a save. I did not see a known issue for this but could have missed it. Anyone know why this is happening?  

I’ve been working learning the Project Accounting module and need some help with setup. I’ve reached out to our partner but also wanted to see if there were any experienced users that would be willing to help me out.My main issue right now is figuring out how to get Project Transactions (labor, material, charges) to post correctly when billed from an Appointment. Service Order Type only allows one Account Group to be assigned and when the Project Transaction is created everything gets tagged to that group. I don’t know if the Allocation Rules would fix the issue because I can’t seem to get it to work like I think it’s supposed to. Thoughts? I really need to get this setup as it would be a big game changer for us.

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: