Construction

Discussions about construction edition features

  • 465 Topics
  • 1,590 Replies

465 Topics

R
Freshman II
rajeshmishra90Freshman II
asked in Construction

Warnings are lost once an exception is thrown

Hi,My requirement is to catch the warning raised by Acumatica on the Purchase Order Screen for Order Total field. If there is a warning message regarding budget exceeded, I need to convert it to an error and stop the Release From Hold Action.I implemented the code but it works only one time the button is clicked, the next time the button is clicked, since the warnings from Acumatica are gone, the code does not work.Steps:On Page load, there is a warning on the field Order total (The project budget is exceeded. For details, check warnings in the document lines.) Click Release from Hold button, error message is shown and the field is highlighted - Working as expected. Warning messages are lost because I raised exception. Click Release from Hold again, I am able to proceed since the Acumatica Warnings are not there after step 2.Is it possible to retain the warnings as well as shown a message to the user at same time?public bool IsBudgetExceeded { get; set; } = false; public delegat

0
R
Freshman II
4 hours ago
K
Freshman II
KumarDigheFreshman II
asked in Construction

After Saving, Project Task ID Shows Old Values under Revenue Budget Tab

Hi Experts,I would greatly appreciate any assistance in resolving this issue.I've developed a selector to display project tasks with a task type of cost. Additionally, I've created a custom attribute to mimic the functionality of the Revenue task field on the Cost budget tab, as we require the same functionality.I can successfully retrieve the task IDs into the selector. However, upon hitting save, the selector displays values like '-2147483646' or '-2147483647,' which I believe represent old values, considering that the Project task ID is a key field utilizing PXDBIdentity to store the unique task ID.I have attached my customization package for your review.(Note: To view the task type field on the project screen, we need to enable the construction feature from the disabled screens. Working on 23R1)Thank you in Advanced!!! 

0
K
Freshman II
5 hours ago
G
Freshman I
gloyo12Freshman I
asked in Construction

Release time card when end of the month is in the middle of the week

I work in a construction company and I tried to do a customization on the time card release. Here is the situation, time cards are released weekly and at the end of the month we use it for payroll. Now sometimes last day of the month is actually in the middle of the week (a Wednesday or Thursday). How do I customize the system so that in this kind of cases, I release the time card of that week that day, so that another start for the next month?

3
darylbowman
Captain II
10 hours ago
F
Freshman I
Fie
asked in Construction

Warehouse ID default based on Project ID

Upon creation of Purchase Order, when I tagged a particular warehouse, I also tag a project.I just wanna ask if there is possible to tag the default warehouse based on project or vise versa?Thank you!

2
Laura02
Captain II
6 days ago
F
Freshman I
Fie
asked in Construction

Direct Inventory Transaction with Project Tagging

Upon creation of direct issue, when i input the item and warehouse, I also encode the project when it came from. Is there a way to default the project id, task and cost code for the issuance of item, if I already received it in purchase receipt with a project transaction? Thank you!

0
F
Freshman I
6 days ago
K
Freshman I
khowe86Freshman I
asked in Construction

Procore Integration

Hi Acumatica and Procore users, Do any of you know when the release is coming out where Contract and Sales amounts feed from Procore to Acumatica?  I understand that it’s Q1 2023, but when? Thanks, Kay  

5
joelhoffman
Acumatica Moderator
7 days ago
F
Freshman II
fpantelidakis65Freshman II
asked in Construction

Billing Multiple Customers to one construction project

Question, we have a client that requires the need to bill different customers to one construction project ID? Is this possible? I don’t think so but wanted to check? Also, can change orders be imported into projects? Please let me know. If multiple customers cannot be linked to one project any suggestions? 

8
joelhoffman
Acumatica Moderator
7 days ago
T
Varsity I
tsnyder16Varsity I
posted in Construction

Is there a way to limit a Project Task and Cost Code combination to only those that exist on a Project Cost Budget?

In many screens, such as PO, Issue, AP Bill, Receipt, even Project Transactions, the system allows a user to choose an existing Project Task and then apply any Cost Code existing on the project to that Task even if that combination of Project Task/Cost Code does not exist on the Project Cost Budget.The system currently adds a new row in the Cost Budget, which to my client is a real issue.Furthermore, it would be additionally helpful to NOT allow new Task/Cost Code/Account Group combinations beyond what exists on the Cost Budget.Has anyone else ran across this issue and were you able to prevent it from happening?

8
greglang
Varsity I
8 days ago
B
Jr Varsity II
brandontfrankJr Varsity II
asked in Construction

Email Templates - is it possible to display NOTES inside the message of an email template?

we have a business event setup to email individuals when they have expense receipts pending their approval. We utilize the ‘NOTES’ section inside specific expense receipts to annotate to users what is missing (cost code, copy of receipt, etc).When the business event triggers it sends an email template that contains information about the receipt and links them to it. Is there a way I can have whatever information is entered into the NOTES section of that expense receipt to appear in that Email Template message body?From my GI screen, Expense Receipt Approval, I can view the notes on each individual receipt.Example of what I want to show up in the Email Template message - Example of the email template and where we’d like this to reside - 

2
B
Jr Varsity II
8 days ago
B
Freshman I
bvandenboschFreshman I
asked in Construction

Un-Check Pro Forma Invoice Generation on Projects

How do you un-check Pro Forma invoices on Projects? Is it possible?  

3
H
Acumatica Moderator
13 days ago
K
Freshman I
kemeryFreshman I
asked in Construction

Options for setting up users to add/view projects

What options do we have when setting up users to be able to add/view projects? We know we can apply the system admin role to users for this (which I’m not very keen on). Is there a different approach or various different approaches?

2
K
Freshman I
14 days ago
M
Jr Varsity II
mnecaiseJr Varsity II
asked in Construction

Is there a way to remove the submittal form from automatically attaching to submittal activity emails?

Is anyone else using Submittals under Project Management? One thing we have noticed is that if we send an email activity from the submittal record, it automatically attaches the submittal form. However, the activity record doesn’t show there is any attachment until after the email has been sent. Is there a way to remove the submittal form from automatically attaching?

1
M
Jr Varsity II
15 days ago
T
Freshman I
trungrigshopFreshman I
asked in Construction

Setting the default Regular Hour in Time Card

Hello, Can anyone help me to figure out how to edit the time card regular hour ? It is set to be 8:30 a day which is not correct.Thanks 

2
T
Freshman I
15 days ago
N
Freshman II
nhatnghetinhFreshman II
asked in Construction

How to create a Construction Project implementation schedule report chart in Acumatica?

Dear Team,How to create a Construction Project implementation schedule report Chart in Acumatica ?And the Project & Tasks in this chart must map and link with Project & Project Tasks in Acumatica (Construction)Example charts are as follows:     Best Regards,NNT

0
N
Freshman II
16 days ago
K
Freshman I
khowe86Freshman I
asked in Construction

We need retainage to show up as a separate column on all of the AP & AR agings.

Hello Fellow Acumatica users! :)We need retainage to show up on all of the AP & AR agings?  Do any of you have ideas on how to make this happen?  (We had it in Sage300, and now don’t have the same visibility with Acumatica.)

9
aaghaei
Captain II
18 days ago
J
Freshman I
jenniferyaholnitskyFreshman I
asked in Construction

Print Change Order Cost Budget

Currently, when we go to print the Change Order Form, it prints the revenue budget of the change order. Is there a way to set up a separate form to print the Cost Budget portion of the change order?  

0
J
Freshman I
19 days ago
R
Freshman I
rethavanalphen11Freshman I
asked in Construction

Project Quote default mailing and printing setings

You can set the default mailing and printing settings for customers on the customer class or the customer account for Sales Order documents.  I do not see the same functionality available for Project Quotes. That will be the option to print a customers specific project quote.Is this correct or am I missing this setting? 

0
R
Freshman I
19 days ago
K
Freshman I
katiedavisonFreshman I
asked in Construction

Adding line item to SOV when submitting change order

Do I need to add a line item to revenue budget FIRST before putting a change order in that will affect my revenue budget? I hate having to add it first and then do a change order but it seems like that what Acumatica requires? 

1
Laura02
Captain II
20 days ago
J
juanbialet2
asked in Construction

Last cost price to populate on project quote

Hi! When I create a project quote, it is pulling from AVG cost from my inventory ID instead of Last Cost. This is a problem because1-  if I’ve never bought the item before, there is no average and there for the system puts in a 0.002 - The Last Cost is my updated price which is the price I need when vendors change pricing.I am currently tracking inventory via FIFO (and testing specific).-Added a few screen shots for reference.Thanks for your help!

0
J
20 days ago
T
Jr Varsity II
tommaricle43Jr Varsity II
asked in Construction

Is there a method to import existing Vendor retention balances?

Is there an import scenario method or other way to import the existing Vendor retention balances at go live?

0
T
Jr Varsity II
20 days ago
F
Freshman I
Fie
asked in Construction

Employee Restriction based on Project

Is there a way to restrict a project selection per employee? 

1
Laura02
Captain II
20 days ago
K
Freshman I
katiedavisonFreshman I
asked in Construction

Project P&L

Trying to modify the project P&L by month but when i look up the report in report designer - this report number is not showing - anyone know why? I’m obviously doing something wrong.   

9
Laura02
Captain II
21 days ago
A
Varsity I
andrew15Varsity I
asked in Construction

Restrict inventory item to certain projects

Is there a way to restrict inventory id to certain projects.  we use non-stock inventory items to purchase item to projects or service orders.  Service orders use a specific inventory id so it will direct the costs to the proper gl account for service orders.  We have another inventory id used for purchases to projects to direct those costs the a gl account for projects.  the problem we are having is that technicians are not using the correct inventory id, the the costs are going to the wrong GL account.  any ideas on how we can restrict what inventory items can be used where?  My first thought was to only allow the service order id to only be allowed to project x and the project id to not be allowed to project x, but I can’t find a way to restrict it.   This situation is really causing a lot of reclassifying of transactions.  please help.Andrew

4
A
Varsity I
22 days ago
ChrisWeidner
Varsity I
ChrisWeidnerVarsity I
asked in Construction

How To: Add an existing AP bill to a subcontract (retroactively)

How would you reconcile subcontracts when the AP bills were not specified a subcontract number. Is there a way to retroactively link AP bills (Open & Closed) to Subcontracts? Let me know if you have any ideas or thought on how to reconcile existing subcontracts that have this linkage issue. Thanks!

2
Laura02
Captain II
22 days ago
A
Freshman I
ASamson21Freshman I
asked in Construction

Project Allocation post to wrong period after change in Date Source Configuration

Hi All, I have changed the allocation rule configuration>Date Source from original transaction to Allocation Date. We have existing automation schedule for this. So, what we do is we turn off the automation schedule 10/31/2023 and change the date source configuration and turn on the automation 11/1/2023.I expect to post the allocation on the period when I run the allocation. Which is 11-2023 but there are some transactions that has been posted to 10-2023 period as screenshot shows.  These transactions are from 10/31/2023 then the allocation automation runs at 11/01/2023. I expect that since I have changed the allocation date configuration to “Allocation Date”, these will post to 11-2023 period since the allocation runs 11/01/2023.Does the transaction previously created and posted already before the change in configuration carries the previous configuration?Appreciate any insights on this.Thank you very much. Regards, Anne Samson 

1
iqraharrison48
Captain I
22 days ago

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