Topics started by sean21
I know I’m missing a step, but I can’t remember what it is. If I go to Receivables > Invoices & Memos > then Reverse/Apply to Memo to void an invoice, the service order appointments do not reappear in Run Appointment Billing. What step am I missing? Essentially, the process is that an invoice was created and released, but it needed to be voided and reinvoiced because it was inaccurate. Applying the credit memo through reverse/apply to memo successfully voids it, but how do the service order appointments return to a billable state?
Hey everyone! Sean Reeves here… I am Director of Business Operations at Hope Builders Inc in Gaithersburg, Maryland. We are a GC and service company for national chain restaurants such as Starbucks Chipotle, Chick-fil-A, Darden Restaurants, and many more brands! I have built many of the operational processes at Hope and implemented multiple technologies and ERPs in my 10-year career thus far. Implementing Acumatica was a lot of fun and I enjoy learning how to use all of the tools each day! This community is amazing and I love meeting people at the summit! Hit me up! I have too many hobbies when I’m not working… I play flag football competitively, I like to golf, I love baseball and most sports (go O’s), I am a Certified Personal Trainer and huge fitness enthusiast. We go to the Arnold Classic in Columbus, OH every year! I am a metal guitarist with music on Spotify! I love modding cars--just bought a BMW M2 haven’t broke it yet. I enjoy trying new, international cuisines and going to am
Purchase Order for Project - changing warehouse location on PO receipt will automatically change the Project ID to X ???
Before I submit a support ticket, I want to see if the Acumatica community knows how to resolve this workflow. Create purchase order for a project - using stock items as PO line items Create PO receipt - change warehouse location from default MAIN to B1A1 (indicating the shelf that this was placed on The system automatically changed the project ID to X - I cannot change this back. The project is set to track inventory by qty and cost. The warehouse location does not specify the project because it is not designated to that project specific. We can put anything on shelf B1A1. We may receive project material, put it on B1A1, then move it to another location (Transfer) - but this material is project-specific, it is not inventory. Anybody know how to achieve this?
The system names all the PDF’s ARInvoiceINV.pdf for the Invoice report AR641000. Has anybody tried to change this to include the invoice number in the report? Or does anybody know if this is possible. For example, can we change it to ARInvoice12345? Or something like that….
Does anybody know how to update an existing time activity using business event/import scenario? I am trying to update time activities with the correct project task and cost code combination when techs enter time incorrectly. It’s like an “auto-correct” feature…. The GI I have brings in the incorrect time entries, the business event triggers on record insertion, and the import scenario is supposed to replace the project task and cost code with the correct coding. The two challenges I see are:Perhaps I need to place the activity on “hold” first so the project task and cost code are editable fields. You can see in the import scenario that I tried placing on hold, saving, then editing the fields and saving again. How do I link the records in the GI with the proper time activity? I’m trying to do this using the RefNoteID. It seems as if that’s the only way to link them so the correct entry is updated through the import scenario. The XML of the GI and import scenario are both attached. I a
Sales/Account Managers should be able to freely create opportunities and subsequent project quotes from the mobile app. The are typically at project sites when gathering all the information, so it would be more ideal to do this via mobile than via web on a laptop. Currently, you can create opportunities via mobile app, but functionality is limited. You can’t specify the customer location record, but you can do this on the web. If the sales/account managers were then able to create a quote from mobile, they could be filling out quote details as they estimate--all on-site in the palm of their hand. Extremely efficient.
I added a few selector fields as UDFs in Cases. As you can see in the screenshots, when accessing in the web, the selector field works. But in the mobile app, there is no magnifying glass icon for me to select the options. Instead, it’s just a text type field… Am I missing something easy or does this functionality require customization to the mobile app?
I’m looking to share feedback and discuss best practices with other Field Service module users, particularly with companies using the Calendar Board to dispatch technicians. Our company is looking to efficiently dispatch techs on 700+ service order appointments a month. We’re challenged with the limitations of the calendar board and we’re interested in hearing how other users are managing efficiently. If interested in collaborating, email me at firstname.lastname@example.org! Thank you to the community for continued support!
This may be a noob question, but how can I set a condition on the generic inquiry for a data field based on a formula? See below.In the results grid, I have a formula that is calculating GP%. I want to set a condition on the GI to display only projects with a GP% lower than 25. How can this be done on the GI? BONUS: Alternatively, if someone could help me figure out why this business event is not firing, I wouldn’t have to filter the GI in the first place.
I saw from another community topic that Acumatica can automate sending a reply message to incoming emails...how is this done? Is it through Business Events or some other means? Here’s our scenario:We are using Cases to bring in all the service requests that we receive from a shared mailbox. These service request email notifications require that we “accept” the service call within x minutes. They also require that the “accept” be appended to the end of the existing subject line.Example of the original email subject: DISPATCHED: Work Task 22350022 Store 26094 Priority 2 - MediumExample of our accepted reply: RE: DISPATCHED: Work Task 22350022 Store 26094 Priority 2 - Medium accept Back to the original question… can this be done through Business Events or another means of automation that does not involve customize development?
Does anybody know how to change the appointment workflow type in the service order type settings?We have a customized workflow already created, but I don’t see where we can specify the new workflow for this service order type.
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?
How are users scheduling subcontractors? How are the subcontractors communicating job status and completion? Are they logging into a self-service portal? We have a need to schedule/dispatch subcontractors, the subcontractors receiving work from us and communicating job status and completion. How is this done in Acumatica? I assume it’s possible to set up subs as staff members and assign them appointments via service orders? For projects, how is this done? RFIs?
is it possible to use working links in the "other information" field of service orders/appointments that are functional in mobile?
When we add a link to the “other information” field of an appointment, it is not clickable in the mobile app. It appears in the comment section, but when you touch to open the comment section, the entire field is editable and the link is not editable? What we are trying to do is provide a link to a project collaboration web tool that we have within the corresponding appointment in Acumatica (for the techs). Is there a way to do this at all without customization?
Question for people familiar with Cases….My understanding is that a new case coming in is assigned to a customer based on the sender email address. The business account/customer must have that email address in their record under Account Email (see below). This is of course assuming that the “Attach to Business Account...” setting is turned on in the system email account. My question is… what if there are multiple customers who share that email address? I tested this and it will assign the first instance of the email address, which may not be the correct customer. We are using Cases to create service orders, so we receive dispatch emails from vendor management systems that several of our customers use. So, the sender email is the same, but the customer might not be. Does anybody know how the system can figure out the right customer to assign the case to in this circumstance?
Generic Inquiry Exports! How to show open service orders with no appointments? Or how to count # of appts in GI
Looking for help from GI experts! It is very difficult to distinguish between open service orders that have appointments scheduled for the future and open service orders that have appointments that have past or no appointments at all. (In this case, appointment needed = false). I’m creating a custom GI called “Appointments on Open Service Orders” that shows me if there are future appointments for a service order or not. This appears to work--I can identify if there are no future appointments, therefore triggering review.The only issue is it doesn’t show me open service orders that have no appointment at all. Generally, if the service order is open, no appointments are created and appt needed = false, it’s because there is nothing in the Details tab (to trigger appt needed). I can’t figure out how to create a way to catch this (because there are no appointments and no details, so what do you use for GI?).So, I have two questions: Does anybody know how to “catch” open service orders with
I’m a business event noob…. I feel like this is 99% complete and someone from this community could get this over the goal line. See screenshots below. I created a custom GI to list project records. The business event is supposed to create a new service order via import scenario when a new project has been created. The business event doesn’t process because “location can’t be found in the system”, however that location does in fact exist. Does anybody know what I’m missing or doing wrong?
Has anybody attempted to set access rights based on conditions or is this even possible?For example - suppose I want a technician to have complete editing access to appointments, but once the status is changed to Completed, they now have View Only rights.Or, if the technician was assigned to the appointment, access rights = Delete, but if the technician was not assigned to the appointment, access rights = View Only.
appointment/service order billing warning message - some documents are not visible on this screen...
Does anybody know what this warning message means? It’s in the Run Appointment Billing and Run Service Order Billing screens. “Some Documents are not visible on this screen, they have not billing settings associated.”
I’m sandboxing the 2020 R2 features and marked a non-stock item for PO (PO for Service Order) using the mobile app (in the appointment as a tech). When I clicked Create Purchase Order from the Service Order, nothing appears in the table--because it’s a non-stock item? I’ve tested before in previous versions, but only with stock items--no issue. Is there no functionality for creating POs for non-stock items through service orders or appointments? Or are there settings I’m missing?
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.