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Construction

Discussions about construction edition features

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Importing into Employee Time Activites- expense posts to branch of employee rather than branch the project is in, how do I change that?

We have 4 branches, each have employees. In many cases, an employee is branch 1 will help out and work on a project that is part of branch 2. When time is imported through employee time activities, that expense is posted to branch 1 (where the employee belongs), however it should hit branch 2 becaus...

Automatically generate project ID from Opportunity ID

Customer wants project ID to reflect the numbering sequence on the Opportunity ID without the 2 character “OP” prefix. As example, Opportunity ID is OP210026, they would want Project ID created upon conversion of Project Quote to be 210026. I didn’t think this was possible, but curious if it can be...

How do you automate execution of Validate Project Balances so Acumatica tables used by Velixo remain current?

While getting our custom Acumatica WIP report to work, we built a Velixo WIP report. While comparing to two, many discrepancies traced back to Validate Project Balances not having been run a given projects.As a stop gap, we scheduled Validate Project Balances to run every 15 minutes while we monitor...

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