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Has Anyone Built An...
 
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Has Anyone Built Any Import Scenario's for Service Management?  

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Carl Brooks
Posts: 96
 Carl Brooks
June 5, 2019 8:04 pm
(@kingcarlos)
51-100 Posts
Joined: 9 months ago

I have checked Acumatica 2019r1 and also the pre-release of Acumatica 2019R2 and there is no provision of any import scenarios for Service Management. 

Has anyone built anything that they are willing to share, at this moment Service Equipment seems to be the popular one.

14 Replies
Tim Rodman
Posts: 2468
 Tim Rodman     ★★ All-Star ★★
June 9, 2019 9:00 pm
(@timrodman)
Over 200 Posts
Joined: 5 years ago

I haven't personally. Are you trying to import into the Equipment (FS205000) screen?

Reply
Siva Katakam
 Siva Katakam
(@sivakatakam)
Joined: 10 months ago

6-20 Posts
Posts: 13
November 27, 2019 10:02 pm
Reply toTim RodmanTim Rodman

@timrodman

Am trying to import the data to equipment screen. Import process has been successfully done,but the data is not updating to equipment module. attached my import scenario mapping as well. Could you please suggest me on this.

FS205000-Equipments.xml

 

Using 2018 R2 version.

image
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Michael Schmitt
Posts: 1
 Michael Schmitt
June 11, 2019 3:55 pm
(@michael-schmitt1)
Member
Joined: 2 years ago

I have one you might be able to use.  We imported 2600 equipment records

I tried to upload as a zip file however it said file format invalid.  I'll check with Tim to see what formats are valid

 

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Siva Katakam
 Siva Katakam
(@sivakatakam)
Joined: 10 months ago

6-20 Posts
Posts: 13
November 28, 2019 2:05 am
Reply toMichael SchmittMichael Schmitt

@michael-schmitt1

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.

FS205000-Equipments.xml

 

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Carl Brooks
Posts: 96
 Carl Brooks
June 11, 2019 8:13 pm
(@kingcarlos)
51-100 Posts
Joined: 9 months ago

Thanks Michael, that would be a massive time saver for me, I have a bank of import scenario so if I can return the favor let me know. I have sent you a PM with my contact details.

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Tim Rodman
Posts: 2468
 Tim Rodman     ★★ All-Star ★★
June 15, 2019 10:45 pm
(@timrodman)
Over 200 Posts
Joined: 5 years ago

Hey Michael,

Can you try your .zip attachment again?

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Carl Brooks
Posts: 96
 Carl Brooks
June 19, 2019 2:49 am
(@kingcarlos)
51-100 Posts
Joined: 9 months ago

I have added the lack of import scenario's to the ideas forum of Acumatica, please vote for it

  https://feedback.acumatica.com/ideas/ACU-I-2256

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Jeff Beck
Posts: 21
 Jeff Beck
July 2, 2019 11:00 am
(@jbeck)
21-50 Posts
Joined: 4 months ago

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. 

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Tim Rodman liked
Tim Rodman
Posts: 2468
 Tim Rodman     ★★ All-Star ★★
December 25, 2019 12:34 am
(@timrodman)
Over 200 Posts
Joined: 5 years ago

Hi Siva,

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.

image
image
image
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JPvdG
Posts: 11
 JPvdG
January 20, 2020 3:21 pm
(@jpvdg)
6-20 Posts
Joined: 6 months ago

Try issuing a "Save" command before moving to the additional fields, then move to the additional fields and then save again.

Weird I know - but this worked when updating through import scenario for stock attributes.

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Tim Rodman liked
NickSM
Posts: 28
 NickSM
May 28, 2020 11:09 pm
(@nicksm)
21-50 Posts
Joined: 8 months ago

Hi Carl,

I've got quite a few import scenarios for Service Management:-

Service Jobs, Service Contracts, Service Contract Schedule

Vehicles, Manufacturers, Manufacturer Models, Equipment

Skills, Licences and Linking Licenses to Employees

 

Let me know if you want to chat.

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Tim Rodman and Carl Brooks liked
KNosretap
 KNosretap
(@knosretap)
Joined: 1 month ago

2-5 Posts
Posts: 4
December 16, 2020 3:57 pm
Reply toNickSMNickSM

@nicksm I am struggling to find a Data Provider or Import Scenario for Service Contracts.  I found this post.  Can I PM you to see if you can share any insights?

 

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Tim Rodman liked
NickSM
 NickSM
(@nicksm)
Joined: 8 months ago

21-50 Posts
Posts: 28
January 7, 2021 6:06 pm
Reply toKNosretapKNosretap
NickSM

@knosretap

I'd be happy to PM and give you a little insight. Sorry for the delay as well

Reply
KNosretap
 KNosretap
(@knosretap)
Joined: 1 month ago

2-5 Posts
Posts: 4
January 7, 2021 7:39 pm
Reply toNickSMNickSM
KNosretap
NickSM

@nicksm, Hi, I would be very grateful for Service Contracts and Equipment records import. No worries about the delay I totally appreciate how busy things get especially around the holdiays.  Happy New Year to you and yours!

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