We’re on 2024R1 (Build 24.114.0020), just finished CRP2 and trying to finalize configuration for UAT. We don’t have any developers on staff so we’re farming out customizations to our implementation partner.
My issue:
We’re using field service to send techs on service orders/appointments and for some reason Acumatica does not include any pre-built roles for the service module at all.
Our partner provided some FS Admin roles they had from another user, but it grants way too many privileges to a technician in both the app and online.
I started going through the Role myself leaving in the ability to do stuff like add Comments or Notes, adjust the date filter, Start/Pause/Resume, Depart/Arrive, capture a signature, enter the signature name and do expense receipts against the appt and disallowing editing of most everything else but boy, it’s miles deep!
In some cases fields I can see in the DAC either are named differently or just aren’t there. An example is the LongDesc field on the Other tab in an Appt comes to mind. This is where internal comments not meant for the customer could be entered, but can’t tell where in the Role that’s allowed for editing.
I attached an Access Rights by Role for the admin one they gave me, but it’s only the high level, within Appointments alone, there are hundreds of choices to filter through.
I’m just wondering if anyone has a similar role definition they’d be willing to share that gives techs access to their own Time & Expenses, Services (only enough rights to record their actions on the job and as noted above) and the Target Equipment GI that came with the Don’t want to allow them to make or change their own appointments, other than actions mentioned above.
I have made a request to the partner to provide this but we have so many other things in the pipeline and I need to get testing on this ASAP that I thought I’d come here to ask.
Any help, greatly appreciated!
