Replies posted by sean21
@debramignola02 I’ve been to the staircase but haven’t made the climb yet! Sounds fun! I have a lot of family living in various places in CO so I’m there often. My wife and I will be near CO Springs for a wedding in August and we’ll be back in October to see Midland at the Red Rocks!
Is there a way to limit a Project Task and Cost Code combination to only those that exist on a Project Cost Budget?
^I’m trying to do the same thing for service orders, but ideally this functionality exists across all relevant screens. If a service order is created for a project and I add a service line item to the details, I should only be able to select project tasks and subsequent cost codes that exist in that project. This is the case for the project task, but not for the cost codes. In the web version, there is a tab for “project codes” only, but techs in the field using the mobile app to log time have access to the entire list. Even as a tech creating time activities directly to projects via time cards in the mobile app, they have access to the entire list of cost codes and there is no tab for “project codes” only.
Hey @Carynb, Here are the steps we took. It’s not perfect, but it got us a bit further. Our goal was:Allow individual users to have a system email account for their “personal” company email while avoiding the marking of read emails in the inbox Reroute Acumatica activity email traffic Allow users to reply to emails in Outlook and have those replies captured in the activity record in Acumatica.First, we created a new root folder in Outlook called “ACM”. Note: this is not a subfolder of the Inbox. Right-click the email address, select New folder. Next, we changed the root folder to point to the “ACM” folder in the system email account so Acumatica could process incoming mail for this folder instead of the Inbox. Then, we changed the email tag prefix under Email Preferences in Acumatica, to “[A0”. We felt that this would be unique enough to identify and isolate the email activities that generate within Acumatica. Back in Outlook, we set up a rule to reroute these emails into the “ACM”
@abrunner78 @Naveen B Here’s a screenshot of the import scenario. Also attached is the XML of the import scenario and the GI. I have the GI conditioned to bring in the lines I want to update only. As you can see in the import scenario, I’m just trying to update Project Task and Cost Code on the corresponding line in the appointment details.I converted the LineNbr to integer, but still getting that error. I also messed with turning commit on/off for the Project Task and Cost Code, but got same result.
@abrunner78 would you be able to screenshot the final import scenario you came up with? I’ve tried everything, but I still get the “unit conversion is missing” error message. I added the line number per Irina’s KB. I’ve even added the custom key as @Naveen B showed. Still getting this error!I am updating service order appointment detail lines instead, but the concepts should be the same. I have this working in other screens… not sure how to get around this error.
Thanks to all for the feedback and discussion thus far! I’ve had the pleasure of conversing with many of you to share ideas, tips, and challenges.Below is a list of feedback ideas that I have posted related to field service/construction. Check these out and upvote if you haven’t seen them already! allow users to specify the first day that displayed on calendar boardsallow for am pm time or 24 hr time on calendar board in preferencescustomize and save dispatch views on calendar boardcalendar board ability to schedule appointments projects service-orders quotes vacation miscability to schedule projects on calendar boardclone appointment allow user to select deselect detail lines to clonelog entry staff member list should be limited to assigned staff onlyopportunity project quote web functionality in mobile appcopy service order notes to invoiceallow changing on bill to customer on projects
@TimRodman thanks for your feedback. This makes sense for sure, but I’m missing something… What schema field would you use for the parameter in that case? Since the column on the results grid is through an if statement formula, how can I tie that to the parameter or condition? Since I want to see GP% under 25.00, should I modify the formula in the condition to if(GP% formula < 25.00, True, False). I’m scratching my head on this one, but I feel like I’m just missing something obvious… This is the formula for GP%: =iif(sum(iif([PMBudget.Type] = 'I',[PMBudget.Amount],0) + iif([PMBudget.Type] = 'I',[PMBudget.ChangeOrderAmount],0)) = 0,0 ,sum((iif([PMBudget.Type] = 'I',[PMBudget.Amount],0) + iif([PMBudget.Type] = 'I',[PMBudget.ChangeOrderAmount],0)) - (iif([PMBudget.Type] = 'E',[PMBudget.Amount],0) + iif([PMBudget.Type] = 'E',[PMBudget.ChangeOrderAmount],0)))/sum(iif([PMBudget.Type] = 'I',[PMBudget.Amount],0) + iif([PMBudget.Type] = 'I',[PMBudget.ChangeOrderAmount],0))) * 100
Note - as a workaround to keep processing individual users’ system email accounts, we changed the Email Tag Prefix to “[A0”, created a root folder on their email account called “ACM”, set up Outlook rules on each user to route these emails to the “ACM” folder, then pointed their system email accounts to that root folder instead of Inbox. This might not be ideal for a large number of users, however, because it required that our IT staff set up Outlook rules on each employee’s instance.I can provide further details/screenshots if desired.
For reference, here’s how we solved this in our case. Create a system email account for the auto-reply with Incoming Mail Processing turned off (false). This is because the word “accept” needed to be appended the last word in the subject line… (with Incoming Mail Processing on, the system generates an email tag at the end of the subject) Create a custom GI with the CRSMEmail table joined with CRCase. Created business event and notification template to trigger when new emails arrived from the specific sender.The key to this was the system email account without Incoming Mail Processing so the email tag is not appended to the end of the subject line.
@amajors we are also a field service company and ran into similar hindrances. See my notes below. I’d be happy to get on a call with you to share ideas. Some of our Big Pain Points:Appointments: Workflow no longer restricts what actions can be performed. Not sure what you mean by this, but workflows can be customized to allow/restrict certain actions as needed. Appointments: Paused status, staff can start a new log line. Once Appointment is Started, another log line is added. Pausing appt, then resuming appt will complete log line 1 and create log line 2 with in process status. We informed our techs not to create new lines and let the system create it for them. This was not an issue for us, thankfully. Appointments: Once Appointment is complete and a needs to be reopened, it clears the logs or if the Timecard is processed, you can’t Reopen. Agree that this is a pain…. We had to implement strong checks and balances and ingrain the procedures in our techs. It is not often, but when we do
@Sean Prouty I just created the user-defined fields via web browser. They appeared in the mobile app as seen in my screenshots without customization. So that’s how they appeared out-of-the-box. I did some digging in the wikis and I’m assuming that for those UDFs to be workable selectors, I need to customize the mobile app. Is that consistent with your understanding?
@martingaxiola We have the same issue, but it is not happening to everyone. I only have 1 individual reporting this as of now… We created several system email accounts for individuals with Incoming Mail Processing checked so that they can email (from themselves) out of Acumatica and it will be suffixed with the email tag so it captures replies, etc.I’m not sure how to resolve either, but I just came across this issue…
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