Has Anyone Built Any Import Scenario's for Service Management?
I had to create a series of Business Events with Imports to automatically create Delivery Service Orders / Payment Pick Up Service Orders from Sales Orders / Customer Open Balances, then they auto create the associated Appointments needed as well. Works well to connect the Sales Team or Accounting Team with the Delivery Drivers, without so many extra steps.
Routing in Acumatica isn't quite there and I wish there were more pre-configured (Quick Processes) automations for the FS side. Maybe in the near future.
HI , Can you provide me Equipment scenario. I tried with my scenario which is successfully processed but the record is not updating in Equipment master module. Some thing wrong with my process or mapping but not showing any error. If possible can you share the scenario .
I have attached my scenario here.
It looks like you are trying to import into multiple fields so it's hard to tell what the problem might be.
My suggestion would be to start simple, confirm that it's working, then add one field at a time so you can find where the problem is.
I just tried a simple Import Scenario into the Equipment (FS205000) screen and was able to get it to work, so I know that it's possible to import into the screen with an Import Scenario.