@rethavanalphen11 we finally didn’t achieve any workable solution, at least not one that is compatible with how we should work in 2023. We finally had to cut our losses and find software that is actually well designed. The people working at Acumatica are great, however the resellers are greedy, and the software itself is in beta stage at best, especially the UX/UI aspect but also the backend.
@Anacarina Calvo thank you as always.If we start from a ‘quote service order’ then we can’t create an appointment from this type of service order, can we?We definitely don’t want multiple service order types, it’s a perfect way to confuse users and make mistakes.You’ve given me quote a few option, and without seeing them libe they sound a bit confusing and and awkward.To sum up our needs, we need to:Input a call in the system (service order) Create an appointment for measurements Have all the photos and notes in the appointment/service order Create a service report document for the customer and us to see Pause the appointment Create a quote and have it approved Reschedule the same appointment, resume & complete it Create an invoice from the quote and send it to the customer Billing as usualWhat do you think would be the best setup to handle this flow in a straight forward manner?Thank youP.S. - we can coordinate a call if that would be easier.
@Anacarina Calvo Does this mean we won’t be able to pause and resume the first appointment?When you say copy the quote, is that the copy button? Or looking at a quote to recreate it again.That this also mean we’ll have two types of service orders in the system?Thanks!Yuval
@Anacarina Calvo thanks for the clarification!This form is needed as a service report, especially when it’s an appointment for assessment and estimation purposes. The client needs to sign so that all parties involved has a record of what had been done.Are there any other options?Thanks!
@Anacarina Calvo thank you for the clarification.If I understand correctly, it’s only possible to generate quotes from a “Quote service order”, but from this type of service order it’s not possible to create appointments. But from a regular service order it’s not possible to create quotes.What am I missing?Thank you for all your help.
Hi @Anacarina CalvoThank you for all the details and information.Are you suggesting that that we’ll use the regular service order, prepare quotes outside Acumatica, and email them through the service order? I wouldn’t rule that out but, it seems so odd that such a complex system can’t handle something so trivial.Is this the best solution for our workflow?Many thanks,Yuval
P.S. - our sandbox uses Acumatica 2021 R2.
Hi @Anacarina Calvo Thank you for the detailed reply, and thank you for adding this as an idea to gather votes.It seems crucial to me and I’m shocked that this hasn’t been raised before. 🤔To answer your questions:In our case we want to keep things simple for our technicians so they will only need to add notes and images. However, we need to have all notes and images in the job appointment, so we would like to use one appointment from start to finish of the job, so after the measurement is done they would only need to pause the appointment, rather than complete it. There is sometimes a billing fee for the site-check, depending on what the job is.How would I go about linking the appointment to the opportunity using the user defined fields? Simply adding an opportunity ID field and coping/pasting the opportunity ID into the field?Are you able to give me the steps to create the side-panel on the opportunities form?To my understanding it’s possible to add quoting functionality to service o
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