Service Order Type change

Hi ​@dpruckus ,

As far as I know, this isn't supported in standard Acumatica. The Service Order Type is a key document attribute and cannot be changed once the Service Order is created—particularly after an Appointment has been generated, since many settings and workflow rules depend on it.

The standard approach is to cancel/delete the Appointment (if possible), cancel the original Service Order, and create a new Service Order with the correct type.
 

Hope above helps!!

Which is really a problem, I believe for many companies who do warranty calls. You will never know if its a warranty or billable before visiting the site.

Hi ​@dpruckus!

​@Rakshanda is correct: the Service Order Type is locked once the order is saved, and there's no supported way to switch it after the fact.

Worth adding why, from the product desing perspective, the SO Type drives a lot downstream — numbering, workflow, billing behavior, posting/subaccounts, and appointment behavior all key off it. Changing it on a live order (especially once appointments exist) would mean re-validating and potentially rewriting part of the functionality underneath it, which is a risk from data-integrity point of view. 

That said — your warranty-vs-billable point is a really common one, and you don't necessarily need to change the service order type to solve it. A few teams handle such cases this way:

1. Use a single SO Type that supports billing, and decide the outcome per line at billing time rather than up front.
2. Control billable vs. covered at the line level — the Billable and Free Item checkboxes on the service order / appointment detail determine what actually gets invoiced, so one order can carry a mix.
3. If you split warranty vs. billable in the GL, drive that with subaccounts and adjust before invoicing, instead of relying on the order type to segregate it.

Heads up that Acumatica's native warranty capability is fairly light (mostly that Warranty checkbox), so if you need vendor warranty claims or automated recovery, that territory usually involves some customization.

And if you'd still like the ability to change the service order type on an existing order, the best place to raise it is Product Ideas (https://community.acumatica.com/ideas) — that's where the product team tracks and prioritizes enhancement requests by community votes, so it's worth posting there and rallying support.

Hope that helps!