Ideas for Acumatica

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PO Link - Allocation integration MUST HAVE.

The Service Management needs to emulate the same process as Distribution module...specifically to "Mark for PO" on the inventory tab of a Service Order or Appointment.  Over 50% of our service calls turn into a need for a new item to replace an EOL or defective item.   Current process is to start with a Service Order>Appointment...then, if technician determines a replacement is needed, we have to create an SO in Distribution to order the item.  There is then no way to link the Sales Order to the Service order backwards...only if you start from SO and "Handle through Svc Mgmt."  As a short-term solution to full-on PO Linking between modules, it would be nice to be able to have the option to choose an existing Service Order during the "Handle through Svc Mgmt" process.  

  • Kelly Burns
  • Jun 22 2016
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  • Anacarina Calvo commented
    March 03, 2017 16:19

    Hi Kelly, the latest release now allows to create Purchase Orders from a Service Order. Unfortunately Allocation is something we can not handle for the Service Management, but we are working on it.  

    Thanks for your suggestion! 

  • Guest commented
    July 28, 2016 14:06

    Looks good. we are evaluating this.