Field Service

When someone connects Twillio or Amazon SMS services to Acumatica, is there an option for internal employees or external customers to opt in or opt out of Text Messages via the system?  Like if someone used it for Field Service to text their Technicians they have an appointment and used it to text their customers that the Tech is on the way, is there a place in Acumatica to indicate that they opt out of text or opt in to text and if someone tries to text them, it won't go through if they opted out?

Is there an area where we can determine the content of the tiles on the mobile devices?Is there are limit to which fields can be used?

Hello Team,I've added custom fields to the Revenue Budget tab on the Project screen. I wrote code for the RowSelected event, but the values are not being saved in the database when I click the Save button in the Project Header. However, if I click the Revenue Budget tab any field within it, followed by the Save button, the values are saved properly.Could you please assist me in finding a solution to save the field values without having to click on the Revenue Budget tab? Custom Field Code:public class PMBudgetExt : PXCacheExtension<PX.Objects.PM.PMBudget>{  #region UsrPTDBilled  [PXDBDecimal]  [PXUIField(DisplayName="PTD Billed", Enabled = false)]  public virtual Decimal? UsrPTDBilled { get; set; }  public abstract class usrPTDBilled : PX.Data.BQL.BqlDecimal.Field<usrPTDBilled> { }  #endregion} Code File: public class ProjectEntry_Extension : PXGraphExtension&l

We are a construction and field service company.  We are currently running our own compliance software that we had custom built for us many years ago.  We have basically outgrown it, and the cost and time to maintain it has become burdensome.  We are looking for suggestions on something that will tie into acumatica’s field service and construction projects for doing hazard assessment, circle checks, inspections, etc. so we don’t have to maintain 2 systems like we are now (prevent duplicate entries and human error).  Being able to do it through mobile is a must.I have gone through the marketplace and there is nothing specific to this.  The only integrations that were close were some forms software, but they didn’t look like they talked nice to field service out of the box.I appreciate your help.Andrew

This is the use case… Our company creates many appointments using the Services Contracts in the Equipment Module.  There are times that even though we have an appointment already created for a customer location, a new appointment will be called in and will require dispatch as well.  What we would like to do, if those two appointments are within the same month, we would like to combine the appointments and dispatch all of the services on one appointment.  Has anyone attempted this?

Hello Team, Does anyone have any idea about how to create one invoice by using multiple appointments?Please advice.  Thank you! 

HI All,Is it possible to add a frequency to a service order or to a line item on service order?Business Case: we supply service Maintenance quarterly. We expect to create 1 service order and that service order can be run automatically quarterly to create an appointment for each quarter.Current I run manually after create a service order. In this case, I have to click Create Appointment 4 times when I want to have schedule for service Maintenance within year.service order with maintenance service need to run quarterlycurrently i run appointments manually after creating service order and then edit the schedule datethanks in advance,

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 employeeUpon checking the staff phone. The usage history is today (20/1/2024) even acumatica has indicated it.

Hi,I see multiple base currencies cannot be used with field service management. We have companies in three countries and need to use service management. Is there any plan or when will field service management enabled with service management? Thank You,Dulanjana

Hi All.  I need to automate the “Clone” process on the Appointments screen.We have added a custom field to the Appointment screen which identifies why an appointment an appointment may not have been successfully completed.  When the appointment status is changed to “Completed” and the custom field is set to a specific value, the appointment needs to be cloned and scheduled for the next day.I would have liked to have used a Business Event with either an “Action Execution” or an “Import Scenario”.  The problem I have is that the “Clone” action opens a new screen (FS.50.02.01) which requires entering the new scheduled date and executing the “Process” action.As far as I have been able to determine, “Action Executions” and “Import Scenarios” cannot deal with being directed to a second screen after an action directs them there.  I am looking for confirmation on of this, or wondering if anyone has found any tricks for dealing with this.If not, looks like I’ll ne

Does anyone happen to have a excel import scenario for importing existing customers that have PM schedules and billing schedules already set up? Specifically ones that are potentially progressed billed for their maintenance year?  

Is there any generic import templates for a customer list? Where am I able to find them if so? Also looking for a generic template for equipment list import scenario. TIA. 

Hello Everyone,I looking for input and guidance if anyone has come across how work in progress transactions are handled through the OOB field service module? Thanks,Hari

Why when enter prepayment under AP , there is not allow us to add finance chargesdoes someone know how to enable to add finance charges? 

I believe the current integration does not allow this, but want to confirm. Often times the Customer drop ships the items for service to the customer and then sends a tech out to apply the service. They want to record the shipment and see the cost in the profitability of the Service Order.  It seems based on other knowledge based entries you currently can only ship from the Sales order, which doesn’t accumulate cost on the Service Order. If you place the items on the Service Order/Appointment, the items are allocated in inventory but not relieved which isn’t exactly correct (unless I’m missing something). Is there another way to do this? 

One of our most common causes of inventory discrepancies is items being removed (unallocated) from service orders in Acumatica, but not physically making it back to the shelf. In a previous system we had visibility in the form of a (-1) to leave a trail of breadcrumbs of sorts.Is there any way to leave a “trail” or something similar to give us visibility on items that are unallocated from service orders? This gives us a huge head start when chasing down lost inventory during physical counts. For example: Inventory in question came out of “Technician X’s” job last month. Check his toolbox and truck for the lost part. Just seems like an area where software could lend a helping hand to a very common “human” problem.Thanks!

Does anyone know why the shipment status is "Invoiced," even though we haven't generated any invoice for this shipment? is it a bug? how to change back the status?  

We can see profitability for projects and for appointments but there is no way to see profitability by Service Order. I heard this may be coming in 2021R1. Can this be confirmed?

In a service order, user is attempting to add an Instruction line under Details and is getting the “An attempt was made to add a duplicate entry” error when just clicking the + to add the line.   No other information has been entered at this time (e.g., Line Type, etc.).  I see the error related to imports and customers but not with service orders.  Thanks for any thoughts, suggestions. 

Acumatica Cloud ERP 2023 R1Build 23.107.0022 +Hey folks, running into this when i try to run billing on a service order.  I checked the labor item on Ref. Nbr. 0001 and added an Expense Accrual Account and Subaccount to the GL tab no avail.  I continue to get this error.  Thought I would check in here first before reaching out to support. 

Hello!We want to default the branch location when creating the service order, otherwise we have to fill the branch location every time. We have only 1 branch and 2 branch locations and one branch location is mostly used other one is rare case. Hence we want to make that mostly used branch location to be defaulted, and there is no dependency. Please let me know if you know how to do this. Thanks Amanda 

 Hey folks, thought I would share my import scenario for Service Management Equipment. See below:  

One of our technicians Uploaded 302 videos to the wrong place.  He was to attach the videos uniquely to the appointment detail line and instead attached them to the ‘asset’ screen which is a customization.  I have the links to the files from the UploadFileWithIDS DAC, but cannot figure out how to write an import scenario to add the link via file maintenance on the detail line.  Has anyone ever tried this?

We are researching the option to use the Services Module for our internal facilities team to use for managing repairs/services needed for the company.  There will be no billing in this case so I created “Internal” Service Order Type which then does not require Customer.  While I can create a Service Order, they do not appear on the Service orders tab on the Calendar Board.  I ran SQL Profiler on my local instance and it appears part of the WHERE clause for populating this tab is the Business Account must be something (not blank or NULL) as it is doing an inner join to BAccount table.  Anyone know if this is by deign that Internal Service orders are excluded or is this maybe an oversight?  Appointments show up but there are some reasons why I’d rather initiate with Service Order.

Hey Folks,Been working on this one for a bit.  I can import historical service orders with detail line items, but cannot get them to close.  Any ideas?  Is anyone else doing this? I also attempted to Close them with a different import scenario but did not have any luck.   I will post more if needed.  I am hoping someone has already figured this one out.