Projects

Hi @CAMORRISON, 

• On versions like 2021R1 and 2021R2, if the service order does not have appointments, the system will allow to change the Project field. After changing the Project, you will need to set the Default Project Task on the header and the Project Task column on each line of the Details tab. 
• If the service order has appointments associated, at the moment Acumatica does not allow to change the project. You will need to created new Appointments/Service Order, select the correct Project and Cancel the original documents. You can do it following these steps:
  • For the first appointment on the Service Order
    1. Open the old appointment
    2. Use Copy action
    3. Create a new document
    4. Use Paste action
    5. Before saving, change the Project, Default Project Task on the header and Project Task on the Details tab
    6. Start and Complete Appointment, set the same Actual Start Date and Time and Actual End Date and Time, as on the original appointment
    7. If your appointment had Logs associated, on the old Appointment, on the Log tab, use action of Export to Excel and on the new Appointment, use action of Load Records from File
    8. If needed, change actual qtys on the Details tab to match the original document
  • For the followup appointments on the Service Order. Copy the old appointment and when creating a new document, first select the new Service Order Nbr. created on the first appt. Now you can paste and follow the same steps of the first appt. 

Hope this answers your question,