Question

import scenario - create service order and link it back to the case

  • 21 April 2021
  • 2 replies
  • 29 views

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We have a business event/import scenario that is creating service orders from cases, but because we are not clicking Actions > Create Service Order from the case itself, the newly created service order does not link back to the case it originated from. 

I looked at similar import scenario threads that linked other documents together, such as tasks and activities and took that approach with service orders, but it didn’t work. 

Is this possible without customization? 

 


2 replies

Hi @sean21,

What version of Acumatica ERP are you using?
Is the scenario mapping on the screenshot copied from some other scenario? If so, from which one, and what objects did you intend to select for the highlighted lines?

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@TatianaDavydova 

We’re using 2021 R1.

The screenshot is my import scenario for automatically creating a service order from a case and attempting to link the two. 

See the links before for the scenarios I used as references.

 

https://www.augforums.com/forums/everything-else/automatic-task-creation-with-business-event-and-import-scenario/

 

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