By using this website, you agree to our Terms of Use (click here)
I'm looking for ideas on what others have done related to using Acumatica for Sales Quoting in the Service realm. One of the challenges is that there is no defined area for extended scopes of work. In our business, service repair quotes can be quite complex and require more information than just a simple note. While there are plenty of places inside the Opportunity to define this scope of work (Lower section of details tab), none of the note sections transfer all the way to the Appointment level that can be viewed on the mobile app natively.
So unless Acumatica releases an improvement in this area in 2020-R2, we are going to need to customize something. So I'm looking for ideas on what others have done in this area. We thought about the LINE NOTES, but we really need that to list line specifics. As well, Line Notes do not copy from the service order to the appointment.
Hi @jlowry,
You might want to repost this Discussion Topic in the Field Service forum on the new official Acumatica Community website:
https://community.acumatica.com/field-service-112
Here on AUGForums.com, most of the content will now focus on reporting, with the exception of general topics in the Accounting in Acumatica (click here), Question of the Week (click here), and Everything Else (click here) forums. Also the AUGForums.com Real Talk Podcast (click here) where we'll continue to focus on real Acumatica customer stories (click here if you'd like to participate).
For more info about how AUGForums.com compares to the new official Acumatica Community, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community
I agree this is a huge shortcoming, we're working to overcome for our clients through a customization we are developing. The line notes and other note fields are also plain text, and can't accommodate what is necessary to provide a detailed scope that is intelligible to the tech or ultimately to the customer. Acumatica needs to introduce a rich text field that can be accessed from the mobile app and applied through the report-writer, but unfortunately that is not on the roadmap, and I've been told by Acumatica development that it would require a complete re-write of the report writer.
@scottgaspar We ended up having to use the appointment header note to capture the larger description of work. We tried to use the long description note section under details in the opportunity, but you had to format the section oddly to make it look right. So to make it simple for our sales staff, we just used the header and line notes. Then we had a customization created to copy the line notes from the service order to the appointment line notes. As well, we revealed the appointment header notes on the mobile app to the field staff.
@jlowry We're working on a middle-ware piece that uses the "details" field. The forms will be created by acumatica and this piece will add additional pages to include the formatted scope of service for every opportunity, project, order and invoice. That way, clients can use formatted text with all of the bells and whistles to create attractive quotes. Techs in the field will also be able to view the formatted scope document.
@scottgaspar I would love to learn more about this once you have it set up! We go live November 1, and needed a quick solution.
I'll let you know, once we have it available. We have two (and soon three) clients demanding it. .