Hi @hoatran1109 At the moment the system only allows to create new Service Orders from Sales Order. There is no option of linking an existing Service Order to a Sales Order.To create a new Service Order from a Sales Order, on the Sales Order, for the lines you want to schedule, on the Details tab, set Require Appointment checkbox to true, then use action of Create Service Order.Let me know if this answers your question
Hi @CAMORRISON, On versions like 2021R1 and 2021R2, if the service order does not have appointments, the system will allow to change the Project field. After changing the Project, you will need to set the Default Project Task on the header and the Project Task column on each line of the Details tab. If the service order has appointments associated, at the moment Acumatica does not allow to change the project. You will need to created new Appointments/Service Order, select the correct Project and Cancel the original documents. You can do it following these steps: For the first appointment on the Service Order Open the old appointment Use Copy action Create a new document Use Paste action Before saving, change the Project, Default Project Task on the header and Project Task on the Details tab Start and Complete Appointment, set the same Actual Start Date and Time and Actual End Date and Time, as on the original appointment If your appointment had Logs associated, on the old
Hi @bscott68,Try using GoFormz. They have integrated recently to Acumatica and the forms are available on the mobile app. On the website there are screenshots of the integration with Construction screens but I believe extending it to the Field Service screens should be possible.Here is the link to the Marketplace https://www.acumatica.com/acumatica-marketplace/goformz-goformz-mobile-forms/Anacarina Calvo
Hi @gdow23 The Appointment and Service Order form has the option of setting a Customer (the address where the work will be done) and the Billing Customer (the customer the customer that will receive the invoice). These two might be different between them. If the entire invoice will be sent to a 3rd party then you should select this as the Billing Customer.Hope this helps with the question,Anacarina Calvo
Hi @gdow23 Try using multiple Staff Schedule Rules per employee. On your example of two weeks on day shift, then 1 week on night shift, I would create three Schedule Rules per employee:Staff Schedule Rule 1, starts on Week one, has Start Time/End Time to cover the Day shift and happens every three weeks Staff Schedule Rule 2, starts on Week two, has Start Time/End Time to cover the Day shift and happens every three weeks Staff Schedule Rule 3, starts on Week three, has Start Time/End Time to cover the Night shift and happens every three weeksAnacarina Calvo
Hi @meagan59 Another ISV that is currently developing an offline mobile app solution for Acumatica’s Field Service is called Heuristyc. Their solution is still in Beta but you can also check it out.Here is a link to their Acumatica Marketplace: https://www.acumatica.com/acumatica-marketplace/heuristyc-development-and-integration-services/Here is a link to their website https://heuristyc.com/Regards,Anacarina
Hi @jeremy4,You will need to run 2021 R2 on the backend and it is possible that you will need to update the mobile app version to the latest on the app store as well
Hi @jeremy4 The changes related to the field service on the mobile app for 2021R2 are the followings: Allow to easily add multiple items at a time on the Appointment form: the system will allow to apply filters, for example warehouse (truck), see availability of items, select one or more items and add them to the document. Reduce the number of clicks and simplify the dialog boxes of actions like Start Travel, Start Service and Complete Travel and Complete Service Additional items are coming on the mobile, on later mayor releases, like workspaces.
Hi @jperez94 please report this. It seems like a bug
Hi @sean21 as indicated by Olesia, the only way to do corrections out of the box is by deleting the generated invoice. If the invoice is already release, there is a customization that will allow to do the correction after the invoice has been reversedIf using Stock Items, You will need to reverse the entire SO Invoice, you will do this by manually creating an SO Credit Memo on the (SO303000) and manually entering the lines using the Add SO Line action Release the SO Credit Memo, this will return all of the materials back to inventory If not using stock items, you can use the Reverse and Apply to Memo action on the Invoices and Memos form Now you can go back to the service order or appointment and use the action of Unlink Bill (customization) and Reopen Service Order/Reopen Appointment The customization does not reallocation the serialized stock items, so for every serialized stock item you will need to cancel the line or delete the line and add it again and select serial number again A
Hi @purwandaruw47 Yes, it will show Materials, Expense Receipts and AP Bills associated, as well as Labor spent on the appointments
Hi @sean21 the functionality should work for Stock Items or Non-Stock Items. Ensure the item has the flag of Require Shipment set to true on the Non-Stock Items form (IN202000) before the item is added and marked as PO (you may want to delete the line and add it again)
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.