Customers of Field Service need to be able to schedule estimate/measurement appointments and provide their prospects with a quote. To accomplish this, and minimize the errors and clicks, I have added an action to the appointment screen to create an opportunity. It works perfectly in the UI and I can field update the opportunity with the customer id, contact info and a UDF to be populated with the service order nbr for linkage. My main issue is that it is not redirecting in the mobile app and I am out of ideas on how to make this work. I am not a developer but am very dangerous in no code workflow/customizations.I have tried several combinations of various parameters and window modes. When I click on the action in mobile it looks very much like it would like to redirect to Opp screen but it never does. Help?? :-) Just for fun I tried adding these to no avail. What’s weird is that when I looked at the XML I expected to see a line referring to the action NEWOPP since it is showing
I have a GI with a list of service orders and want to email that list of service orders in one email notification, triggered by a business event. If I add the ((FSServiceOrder_refNbr)) it returns just one of several. Is there a way to get it to list, just like in a report designer? -David
I am trying to add this field to the inventory lookup in SO.Line PX.Objects.IN.InventoryItem.usrSeattleItemNbr However, when I add the column the attribute adds the following path...note the EXT.typeof(PX.Objects.IN.InventoryItemExt.usrSeattleItemNbr) There is no InventoryItemExtSelector column in SO Details does not show my added fieldsIf I edit the attribute to InventoryItem.usrSeattleItemNbr it fails validation. Any ideas to troubleshoot would be appreciated...thanks.
It looks like they are set to print with the Acumatica Ref # order.
Trying to create a no-code customization in 21 R1. I would like to add an action button that uses the create new record functionality from a case to a sales order. I got it to pop up the sales order creation screen, but I would also like it to grab the customer # and case ID to populate into the customer field and a custom case ID field we have on the sales order screen. Is this possible with the no-code customization of adding an action button? The parameters section allows me to pass in the specific order type I’m looking for, but I haven’t gotten it to pass the other fields into the sales order screen. Thanks!
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