Construction

hello all, i have been trying to clock in on the Project tasks (PM302000) screen, but it still says : the user that i have logged has a linked employee record, have also setup the Default time log type under preferences, the project & the Project tasks both are activated, but still throws this message. is there something I’m missing in here?

Many of our customers have the Amount field on their AP Bill entry screen, like this: On my instance this field is not showing up.  I’m trying to debug why things aren’t matching up and need to get this to display on my test server.  Any advice would be GREATLY appreciated.I’ve looked in Enable/Disable Features, and didn’t see anything.I have generally only worked with the API directly, and am not very familiar with the UI customization. 

 From this screen , how to know if this AR invoice was created manually in this AR Invoice and Memo screen or was it automatically created as part of creating a Pro-forma ?is there a field that can enable me to identify this in the Invoice and Memo screen (AR301000) ?

Having an issue trying to cost Inventory to Projects. Here is our workflow:We create a Service Order and associate it to a Project. We then requisition items by either creating POs within the Service Order, Appointment, or Project. I can confirm that when the items on these POs are received, they are going into Project Stock and not Free Stock. However, when attempting to Run Billing on the Appointment we are receiving the below error. It is as though the Service Order/Appointment is trying to create an Inventory Issue from Free Stock. Is there some setting I am missing to make the Service Orders create an Inventory Issue using Project Stock?I do not want to “Allow Issue from Free Stock” as the material I am trying to bill is in Project Stock

Hi Acumatica Community,Is there a way to lock out a specific tenant?Thank you!

We need to remove the amounts showing as “Unreleased Retainage” on the AR Aging report. These amounts have already been released and paid. While the total of unreleased retainage correctly sums to zero, the individual entries still appear on the report. We want to clear these items so they no longer display in the AR Aging report.

When we bring in a AP bill through AP DOCUMENT RECOGNITION, it does not recognize an existing PO # and then when we manually try to do a PO match, the only option we have is to match the entire PO not lines and then all of the lines from PO are duplicated on the AP bill recognition screen. Then we have to manually delete and adjust the matching, which is inefficient. Our consultants tell us this is a limitation on the AP DOCUMENT RECOGNITION side . Any others experience the same issue and any potential resolutions, workaround?The following is the advice from our consultants“Why is OCR not populating the PO# in the recognize screen. We also tried to manually push it by selecting the PO# on the image – did not work. PO# cannot be recognized through OCR directly. First, you need to complete the PO Receipt process.(For Non-Stock Items, you need to enable the receipt option on Item Master) Then on AP Incoming Documents screen, you will need to specify t

Is there a way to link manually create debit adjustments to the associated PO without using PO receipt feature?For example when reversing a bill it automatically links the PO and you can see this adjustment on the PO history tab on the PO. However when creating manually it seems to just link to the Bill directly and therefore when on the PO you may miss that there has been an adjustment made to the Bill.

Dear community,You always provide such a great feedback and invaluable insights!We have a question for you.Do you deliberately use this option of Project Preferences? Summary mode (See the image below). If yes, why do you prefer it to the Detailed option, what kind of benefit you are getting from it?Option description: https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=de2ca225-4a0c-4129-b09d-3f3ed05198f9We are thinking to retire this option in the product, and before we plan anything, we want to hear your thoughts. Thank you for your input!Best regards,Kate

 Dear Community,We’re preparing our reporting framework to support parent–child project hierarchies.We want to hear your thoughts on how each existing report (from the list below) should look and behave when it’s run for a parent project versus a child project. Your input will help us avoid double‑counting, make drill‑downs intuitive, and keep financials audit‑ready across rollups.What feedback we’re collecting:UI expectations per report: what should change when the report scope is a parent vs child project? Aggregation rules: what must be summed, averaged, recalculated, or eliminated at the parent level? Filtering & drill‑down: which filters, groupings, and drill paths are essential (e.g., Parent → Child → Cost Code → Transaction)? Gaps: any missing reports

For example: my primary email ID is Raj19@senso.com and my alias email ID is AP@senso.com. So, can I create an email account for both of these email IDs?

How do you record a backcharge on a project where you do not want to affect the total contract value (fixed price contract)?  The ideal way of doing this would be to make the charge against the cost budget instead of the revenue budget but I also need to issue the credit to the client and I have not found a way to link a AR Memo to a Cost Budget task and cost code.  Can that be done and if not does anybody have any suggestions on how to resolve?

Hello everyone, I was hoping to get some help on what may be a rudimentary question. My team and I are mostly new at our company and weren’t around for our Acumatica implementation. Recently we’ve been trying to track down where and when all of our project-specific inventory came from.I can attain the current balance of each project’s inventory but when looking deeper into the transaction details, we’d like to see what invoice/PO/Purchase receipt was originally attached to that item.Does anyone know of or have a pre-existing solution to this problem, or is it a report that I need to build? Thanks for any and all help. 

The Vendor Transaction History report (PM706220) / 24R1 is not pulling details properly when there is more than one project on the AP Bill / Invoice.  It only shows the invoice as project XIs there a fix for this ? 

I’m looking for best practices on how to track employee time entries that are linked to specific project issues—ideally in the context of a daily field report.The goal is to capture: Which employee worked on which issue How much time was spent The ability to tie this to a project and task A report or inquiry that summarizes this daily Has anyone tackled a similar need? Any advice or design patterns would be greatly appreciated!Thanks in advance!

Hi all - We are in the heavy civil construction industry; when paying for subcontractors, we can only pay what paid (meaning, if the open commitment quantity is for 10 units, and we are only paid 7 units from the project owner, we can only pay the subcontractor 7 units). We receive invoices from the subcontractors for work complete, but there’s no way to track that quantity in any report. We currently use Progress Worksheets in the Construction module to log the invoices, but these “completed quantities” don’t go anywhere/aren’t reportable/can’t tie to project commitments. How are others tracking the submitted/invoiced quantities for subcontracts, but not actually entering the invoices into payables?  

I am trying to input budget data for  new project. On the project budget profile screen the task description field is blank.  How can I get that to appear?

I made the Project Task as Cancelled and tried to delete the Project Task.But I get the error message " PM Error: Cannot delete Task since it already has at least one Transaction associated with it." How to find how many transactions exist for this project task and how many of those documents are cancelled or voided and what are those document numbers. Which standard report can show these details specific to a project task ? Is it possible to delete a project task when there are only voided or cancelled documents only and no active documents ?

Hello, I read online that the feature "require single project per document" in the AP bills preferences was eliminated in the 2025 version. Is there an alternative that would allow us to have a similar restriction?When we want to add a PO to an AP bill, we now have a list of all the opened POs of the vendor showing instead of only showing the POs related to the specific project. This is a bit of an inconvenience for us and a also more risky to apply the invoice to the wrong PO. Thank you in advance for your help! 

We have just upgraded to 2025R1 and are trying to understand the inventory sources “Free Stock” and “Project Stock”. Main question described below:I’ve come across this basic description, but it’s not making sense to me based on our project settings: In our projects we have the inventory tracking as “Track by location”. For our projects we usually do “Project Drop-Ship” Purchase orders, so the inventory never shows up in our warehouse. Any inventory that we receive on normal purchase orders if available to be issued to any project.MAIN QUESTION: When processing inventory receipts or issuing inventory to a project, it now makes us choose whether it is “Free Stock” or

Hi everyone,I'm building a custom API screen in Acumatica with a virtual DAC (PXVirtual) to trigger an authorization process. My screen has:public PXFilter<VXAuthorizeExistingRequest> MasterView;public PXSelectReadonly<VXAuthorizeResponse> DetailsView;public PXAction<VXAuthorizeExistingRequest> RunAuthorize; The RunAuthorize action calls a helper class to execute some logic, then inserts a result record

I would like to create a generic inquiry that lists the project account groups together with the GL accounts in each project account group.  There is a table called PMAccountGroup, but I can’t find a “child” table showing all the GL accounts.  Has anybody successfully done this?I will use this inquiry as a “sub” GI for an inquiry on AR invoice lines, to show which project account group the AR invoice line has impacted.  This can then be compared to budget to show which AR invoice lines have deviated from Revenue Budget.

How do people deal with the “Total Commitments”, “Open Commitments”, & “Cost to Complete” amounts on the Project Cost Report?  They appear to be values as of the report run date rather than as of the period reported.  This means that if you close your accounting period and start reviewing the report and someone on the construction team enters a new change order, all of these numbers change.  It also means that if you rerun a prior period’s report, all of these numbers might change from what you reported to management, quantity surveyors, banks, investors, etc.  I’m pretty sure the report pulls these amounts from the data behind the project summary screen and I’m not sure how to change the report to build this data as of a reporting period (or what DAC to use).We take a couple of weeks to close our accounting and get our reports finalized, surely we can’t expect our construction teams to not enter any change orders for two weeks every month.  Not to mention that we

Hello I am new here and currently looking for feedback on my approach:Scenario: When a user pays the invoice.Fig a: Invoice Screen:Ask: On the Revenue Budget tab under the project, , I need to display the following  through a user-defined field.  Display “Total Units Paid” : reflecting the quantity for which invoice payment has been received from the customer. Display “Total Amount Paid” : representing the corresponding total value. Display “Difference in Units” ( Budgeted – Paid) : showing the variance between total billed units and total paid units.I would appreciate if someone could provide