Workflow / Customization Project - Choose Customer by Location Address

Sorry I can’t test this idea but what if the user did a search of the address in the Customer Locations List Screen (AR3030P1) and then clicked the Location ID to open the Customer Location (AR303020). If you added a customer Action in screen AR303020 to create the service order for that Customer with Location. That would get you your end result without too much customizing I would think.

Still not ideal but maybe can be implemented, to just simply search by address when searching for customer. It won’t pick up Location but at least it saves the entry time and not having to go to other screens. The user would then just select the Location. It would be better too if the Location name represents the address like Street Name, City, Suburb, etc.

We have the exact same problem.  We don’t care about the customer, as our customer is the equipment we service on site, and the customer who is responsible for the equipment can change yearly or even in a day.  for example, we could servicing the equipment for the landlord, tenant, property management, or an insurance company, or another contractor.  The only thing that stays the same is the address and the equipment at the address.

I am trying to develop what @amajors is suggested, but it still means we will have duplicate locations for multiple customers or we will have to be very aware on changing the billing customer.  This causes lots of mistakes, and the way field service works, fixing a mistake triples the amount of work to fix it.  We are working with our partner to develop a customization that will address some of the deficiencies acuamtica has.  We hope to have realtime service order costing and updating, and the ability to fix mistakes easier, and actual cost accounting reports and WIP for service orders.  We are really hoping acumatica will eventually put some effort into bringing the field service module up to a liveable standard.

I would add this to the product ideas and talk to your VAR about a customization.

Andrew

@dgross54 we are on 2020R2, we were going to move to 21R1 but at this point, we are waiting for 21R2 to see of that helps at all.  We have a bug fix we are waiting for from acuamtica that will allow us to update costs on the appointment, which I hope will allows us to use a business event to updates costs from service orders or AP bills.  Then we will make a report for the costing getting the WIP for service orders.

The big problem with field service is that information only flow out of field service and we are putting a ton of resources into updating the costs the in field services, to the point where we have had to hire to full time staff just for that.  Our theory right now is that instead of bringing the accounting side of the acumatica to the service, which we have been trying, but it is messy,  we have changed our approach to just trying to update the data in the service module and run the reports off of that data.