I’m running Acumatica for my manufacturing and field service. We have the Field Service module.
On some Service Orders and Appointments, we have items that production needs to Manufacture and Ship before the Field Service tech can be dispatched to the jobsite.
For instance, the customer orders a pump. We have to manufacturer the pump, then deliver the pump, then once it’s delivered, Field Service needs to dispatch a guy via an Appointment to start up the pump.
We have the manufacturing and delivery part down 100%, and we have the service order and appointment part down 100%, but we can't figure out how to marry the 2. I need a good way to get from “the delivery is confirmed, the product is on site” to “we need to dispatch a service guy by creating the appointment and putting the appointment on someone's staff calendar”.
I can’t put the manufactured item on the service order because then I can’t then create a shipment, so we put a service item on the Sales Order and mark it Appointment Required then create a service order from the sales order screen, so the new service order is linked back to the sales order. That way when we open the service order we can check the link and see that it’s linked back to a sales order. But, that still relies on someone to manually check the service order and see if there’s a linked sales order, and then drill into the shipment to see what has been shipped.
We figure there has to be something, like writing a business event to send a notification, or some dashboard widget we can build that can alert my dispatcher when an item on a sales order that is linked to a service order has been shipped.
Somebody out there has to have run into something like this before.