Construction

Variance Amount columns for example only display in Classic UI

Hi,I have a client that presist that “Pending Invoice Amount” was incorrectly calculated before/after completing project.I have advised with offcial exaplanation Acumatica is that “If the line is billed based on amount, you specify this value manually” & advised this is manually editable.Could there be any other explanation for this behavior?  

As the title says we changed our budget layout a year later.  We reclassified many transactions through the Reclassify Transactions process screen.  Worked great for the Cost Budget but then noticed that in the Revenue Budget everything put through already appears to be a negative:  On an old tab I noticed that the Reclassification screen was still loaded with transactions I didn’t reclassify (because they didn’t add with the Cost Budget #’s I was looking for).  However on one line in the Revenue Budget it’s value for Actual Amount was the exact same as the 2 transactions showing that I didn’t reclassify.  Little confused here.This is going to seriously mess up our AIA report.  I reversed all 80 of the GL reclassifications I did believing that would fix the Revenue Budget; however it did not.Any help would be greatly appreciated; not sure what I did wrong nor how to fix it. 

Is there a way to email AIA invoices similar to how the Proforma can be automatically sent?

Is there a way to “Close” inactive projects? When we updated there is now a “Close” option in projects after “Completing” a project. I’d like to close all of the projects we have complete that will allow me to “Close”. Is there a way I can mass close without going into each individual project?

We are currently on 2025R1 and noticed this week that we are unable to add a new record from the Subcontracts primary list. When it was reported by a user, I checked user rights and this individual has full access to that screen.  I as an admin also am no longer able to see the ‘+’ sign to add a new record form the SC3010PL screen.   As a workaround we are able to add a new record by opening an existing record and clicking the ‘+’ from there, or from the Commitments screen of a project. Our production instance is: Build 25.101.0153.9 + Our Sandbox, which is build Build 25.101.0153.2 +, has the ‘+’ on the pl list.  I even made a copy of the Subcontracts PL in our Sandbox, exported it and imported to our Live instance, and the ‘+” is no longer visible.  Wondering if anyone out in the community has seen this behaviour and/or what else I should do to troubleshoot it?   There was a patch applied to our Prod instance last week so am wondering if this might have anything to do with that. 

We had a customization made to handle Item requirements in Projects. We transfer the product from our Stock warehouse to the truck our team uses. Then, when relieving the material to the Project, we want it to come off the truck, but instead it defaults to the Stock warehouse. This results in sometimes 50 lines that need to be individually altered, thus our need for a customization. Any recommendations for a better process - ideally, someone who transfers inventory to a different location before it is relieved to a project?

Hi everyone,I’m looking for some guidance on handling two different retainage amounts on a single AP invoice in Acumatica.For example, suppose we have:AP invoice: $100,000 Retainage 1: 10% ($10,000)  →default Retainage  GL account 2000-to be released when the project reaches completion Retainage 2: 5% ($5,000) → New Retainage GL account 2100 → to be released 12 months later Net amount paid to the vendor initially: $85,000I would like to track these as two separate retainage liabilities, with each going to a different GL account and having its own release timing.However, I don't see an option in Acumatica to configure two retainage accounts and two separate levels/stages of retainage release on the same AP invoice.Has anyone dealt with this scenario in Acumatica?Is there a standard way to:Record two different retainage amounts on one AP invoice; Post each retainage amount to a different GL account; and Release each retainage independently at different times?If this isn't supported by th

Hi everyone,I need some advice on a tricky situation: We want to add delivery costs as Landed Cost on a PO Receipt so it goes into our inventory value. But our delivery workers are individual contractors. We manage them using Subcontracts to automatically calculate their Personal Income Tax (PIT). Landed Costs usually link to regular AP Bills, not Subcontracts.Has anyone found a smart workaround (maybe using clearing accounts or special setups) to get delivery costs into inventory while still handling Subcontract PIT taxes?I know this is not a standard feature, but I would love to hear your ideas!Thanks a lot!

Hello community,I would like to know how can a user allocate a specific inventory for a specific project. i am looking if Acumatica can allow us to allocate qty for future purposes for a particular project.Thanks in advance.

I’m looking for a couple of fields in the construction project portal:Customer Project Contact in Construction (which would pull from Customer Contacts) With the ability to have that contact flow through to invoices/change orders etc. Customer Reference Number for Projects. Again, we have a built out user defined field to capture this. But the reference number does not automatically flow through to billing.Has anyone else noticed the lack of these fields? Is everyone creating User defined fields? I’m just surprised these fields do not come standard ‘out-of-box’

Anyone have a working import scenario to delete Project Template Tasks?Due to how the template format is in the screen, it seems that it cannot find the Project Template.  I tried a few ways even using the description, but it is unable to find the record. Client uses two segments for their project task record, and it looks like the screen only shows the first segment and this might be part of the problem.When you pass the template ID with two segments it says it doesnt exist.I can use the GI but as there is about 2800 records this takes some time.

i have a client who is using task, item and cost code on their cost budget.  everything has it’s own description (task is filled out on the task tab of the project) however, when i add the cost code to the cost budget, the description inputs the cost code description, not the task description or the item description.  i was wondering if there was a way to change what description defaulted to that (ideally, i would like the inventory description to populate in the field): 

We are almost ready for Go-live and the customer noticed that the description from the change request isn’t carried over to the Change Order. The process:Change request creation 00001 Click on the Create Change Order button to create the Change Order  While looking at the cost budget it’s empty. As seen on the screenshot below: 

The method in which retainage for Proforma/AIA invoices is done, is causing extra work on our team. With Acumatica's method of not being able to run an invoice and a retainage invoice with the same date has a high risk for error and corrections. A product enhancement to change the function and flow for retainage invoices that require an AIA should be looked at. Our legacy system allowed us to process these easier. Is there anything in the works to enhance this function?

How would I run a report to show me the open AP documents for a specific period? Currently the reports are not tying because the AP bills were paid in a future period, so they seem to be omitted from AP Open Documents by Vendor. Our AP Aging report won’t work because it doesn’t seem to handle retainage documents.Any ideas on how to accomplish this? Is it a feature out of the box?

We have a workflow in which once a Subcontract has been fullly Billed, we create an invoice in our system to release the retainage.  There is usually no progress billing on that bill, and we are looking to release all retainage for that contract.It appears that there is a way to release retainage for a single bill at a time, but if I have a scenario like this:Subcontract total value: $10000Bill 1: $5000, with $500 retainageBill 2: $2500, with $250 retainageBill 3: $2500, with $250 retainageOnce that last bill is out, we create a ‘Retainage Release’ of $1000.  Is there any way to do this efficiently in the Acumatica API, other than finding all the Bills against a subcontract and looping through, releasing against each Bill?Or can I somehow release the full $1000 against the Subcontract in a single call?

We are a small manufacturing company but use projects to track both our shop jobs and field jobs.  Currently the process to allocate materials to a field job is prohibitive.  We will do the following steps 30-60 days prior to the job being on the schedule.  Project inventory is turned on.  1) a transfer has to be created to move the materials from free stock to project stock (this then removes items from availability.)  Then the items are added to a PR Sales Order for shipping.  PR sales order does not update inventory or GL.  Then an inventory issue is processed when the materials leave the shop relieving the inventory from the Project Stock location and costing it to the job.How can we issue the materials (reserve) them for the project in the inventory so that the items don’t show available for other orders but would still be shown as in the warehouse until it is shipped to the project.  If we do an issue up front, it removes the items from available inventory, however the stock is s

Good,The issue is that when you create a quote with the same item number, say three times with different costs and then create the project the items are aggregated on one line.  (Operations has set a reduction protocol that reduces the the rate based on the amount of tools runs; 1st run at full price, 2nd run at half off, etc.)  I know I can make additional items numbers based on the protocol or make a discount code based on the rate.  We have over 10 different types of tools. The quote is provided to the customer based on the number runs.  This might change when the project begins either adding of deleting some. Questions,  How do I make the conversion to quote keep all the duplicate items on separate lines?  I don’t want them to aggregate.  Is this a billing rule?  Or Allocation update.  I am sort at a loss who to make Project Quote to Project conversion keep the lines separate without aggregating them.Thank you for your assistance.Evan

Currently when you upload the revenue items in a project, cost codes are not available to be imported.  Would be nice to extend this. Has anyone found a workaround, or created a customization?  We typically have 100 plus task on each project, would be nice to upload with all the other information. Thanks,Jeremy  

Anyone that uses Rental360, can anyone tell me what “enable rental corrections” entails? What part is it referring to for corrections?  

Hello all,How can one create task situated under Activities tab in PM301000. I came across Task templates screen, so I mapped the values and then setup the biz event that should be triggered when the Project status changes to Active. But it is not firing off. Can anyone guide me on this?