Wofklow when Staff (Supplier) perform Appointment

  • 2 February 2023
  • 3 replies

Userlevel 5
Badge +3

Hi Field Service Guru,

How is Acumatica designed to use supplier to perform appointment and later pay invoice as per time they spend on the appointment?

I can add supplier as staff in an appointment and send email confirmation to them, good but questions:

  • How do they update the appointment? Creating a login for the supplier to be able to use mobil app? Or internal user do this on behalf of the supplier?
  • The supplier then send invoice for the time they have spent to perform the appointment. I don't see the appointment can be converted/processed further to create Bill. Or the service item must be marked for PO and the PO can be converted to Bill?

3 replies

Userlevel 1


You can create a purchase order to the supplier (vendor) from an appointment and have supplier send you the bill for the work accomplished. Supplier can mention actual time spent on the bill.





Userlevel 5
Badge +3

The service line cannot be marked for PO if it has already been used in appointment. I take it there is no workflow designed yet for supplier as staff.

thanks anyway @umesh  

Userlevel 7

Hi @kristianharianja were you able to find a solution? Thank you!


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