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Construction

Discussions about construction edition features

  • 837 Topics
  • 2,945 Replies
837 Topics
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Construction
Micro Discussions - Union Construction and Non-Union Construction - NEW

NEW - Construction Micro Discussions - Union, Non-UnionThis idea stems from conversations with customers and product teams looking for a way to have discussions around more specific sets of topics. Two of the areas were: Union Construction and Non-Union Construction. We have decided to pilot these two for now but plan to expand to other topic areas and forums.So how does it work?If you want to have a discussion (or ask a question) that’s Union or Non-Union related, just use the Tags to add Union + Construction or Non-Union + Construction. You can see how I have done that with this post. Note that the discussions themselves look the same except will be tagged with either union or non-union at the bottom. This is just a way of filtering everything else out and just seeing topics tagged with those tags.Those looking for a discussions on Union Construction or Non-Union Construction, can then just click pre-setup links we have created:Union ConstructionNon-Union ConstructionPlease check it

1462
joelhoffman
Acumatica Moderator
S
Jr Varsity I
shyamalav71Jr Varsity I
asked in Construction
Employees added in Company tree are not showing in Employee selector of Employee Time Activities screen

We would like to Import Time activities for multiple employee. So we have added required Employees in Company tree > Admin > under Workgroup section. But the Employees are not showing in Employee selector of Employee Time Activities screen.Are we missing any setting, please let me know.

304
S
Jr Varsity I
D
Freshman I
danhuntingFreshman I
asked in Construction
Cancelled Change Order Shows Up in Approval Map

When I cancel a Change Order, it still gets sent out for approval via an Approval Map (which I don’t want, just want the status to stay Cancelled).  In the Approval Map, it doesn’t appear that I can exclude the Cancelled status of a Change Order.  Also, I don’t want to do this, but I also cannot approve the cancelled CO as the Approve button does not pop up when it is cancelled.  How should this work?We are running 24R1. 

70
D
Freshman I
J
Freshman II
jdreselFreshman II
asked in Construction
Adding Data fields to header of Project forms, where to find the data

Hello,I want to add some data fields to the fop of the project form, but I am not sure where to get the data.  I figured out how to add the data in a customization project, but I am not sure where to get the data.  Any suggestions on how to find the following data? I want to add 3 columns, one for current totals, pending AR and Pending APCurrent Totals AddActual Subcontract AmountUnreleased RetainageOpen Amount duePending ARPending invoice amountPending RetainagePending amount duePending APPending APPending SubcontractsSimilar to this, a financial summary tab would also be nice, almost a dashboard page.This data would be nice because non-financial literate people can see the status of the project, is retain still released, etc.  When working through payments, there is a lot of time we have pending subcontracts for approvals, its a good way to see what is sitting out waiting for approval.  Gives a better read of the project. Thanks for the help!

212
J
Freshman II
D
Freshman I
dcarl51Freshman I
asked in Construction
Need to book cost of non stick items to a project when a SAles order is processed (that does not) invoice

I am working on an implementation that involves Non stock items on Sales Orders.There are two workflows involved Counter sales and Project Sales.We have 2 different order types setup; one with Invoicing for Counter sales and one WITHOUT  Invoicing for Project sales (material issue only).The system is set to assign the cost on sales.It appears that the cost side of the transaction gets generated when the Invoice is processed, si this works for the Contract Sales.For Project Sales order no cost transaction are ever created.How do I get the cost of the nonstock item to hit the project without Invoicing?.There was a change in the Service module that seems to have address this process for a service Order and this functionality seems to be missing from the Sales Order workflow  

1505
CherryStreet
Freshman III
J
Freshman I
john55Freshman I
asked in Construction
How to enforce correct pairing of expense items with job costing on expense receipts?

Use case: We have some expense items configured to post to job-related GL accounts and others configured to post to G&A GL accounts.  How can we enforce the correct pairing of these expense items with projects on expense receipts?Scenario 1: A user creates an expense receipt for the purchase of job materials and enters an expense item that posts to a job-related GL account.  How can we make the entry of Project/Project Task/Cost Code required for this scenario and prohibit entering Project X - Non-Project Code?Scenario 2: A user creates an expense receipt for the purchase of office supplies and enters an expense item that posts to a G&A GL account.  How can we force the entry of Project X - Non-Project Code?  

586
J
Freshman I
B
benmccabe
asked in Construction
ProjectManager.com Integration with Acumatica

Hello all, My company and I are interested in the projectmanager.com integration and wanted to know how it integrates with Acumatica. We’re curious if there are any integration issues people are having and what kinds of data pull through between the two systems. Any information on this integration for the Acumatica side would be greatly appreciated. Thank you

312
rfairchild58
Varsity I
K
Freshman I
kelsyjFreshman I
asked in Construction
Subcontract Access Rights

Hello,I used to be able to reopen subcontracts that were in Construction > Projects > Commitments. I have since been playing around with access rights and now it is no longer an option.  What access rights will need to be configured in order to have access to this again?  Thank you,  

202
K
Freshman I
APistorius
Jr Varsity II
APistoriusJr Varsity II
asked in Construction
Success with ProjectManager.com Scheduling?

I’m posting here to try and find someone who is finding success with ProjectManager.com integrated with Acumatica’s construction edition.  Specifically, pushing data to and from Acumatica (bonus points if people are doing predecessors / successors across multiple projects.

1539
T
Freshman I
S
Freshman I
scottkdcFreshman I
asked in Construction
Lien Waiver - Payment Details

Hi, I’m trying to customize the lien waiver report Partial Conditional report CL642001 to add a section that shows the details of the total amount of the lien waiver, i.e., the list of the bills being paid. There is a details section on the report that I made visible and added a couple of APInvoice fields but I don’t get anything as a result. Any ideas would be greatly appreciated. Thanks, Scott

173
mblassingame35
Semi-Pro I
C
chueston
asked in Construction
Invoice creation for material sold and credit to project

Step 1: I am looking for a way to create a receivable invoice to a customer other than the customer for the project for material sold.Step 2: How to credit project for amount of receivable invoice for material sold.

131
iqraharrison
Captain II
A
Freshman I
AP13Freshman I
asked in Construction
Account group restricted to specific projects

Hello, I would like to know if it would be possible to create a new account group that would only be available to selected projects (therefore, restrict the account group or GL account to specific projects).  For example, I would like to create the account group X (GL 9999) that would only be used in project ABC. The accountant would only be able to select the account group X (GL 9999) when they are recording a transaction in the ABC project. If they record a transaction in project DEF, the account group X (GL 9999) would not be possible to select (ideally, it would not even show up). Is there a way to do that?Thank you!

90
A
Freshman I
chrislower
Jr Varsity III
chrislowerJr Varsity III
asked in Construction
Max Costs Adjustment

Hi everyone,I’m looking for some advice on how to handle a Max Cost issue in Acumatica related to a bad receipt entry.Here’s the situation: We use Max Cost for quoting purposes in our system. Unfortunately, one part was received with an incorrect unit cost (~$1,041 instead of ~$45), and this error was not corrected at the time.  Long story short, someone used the wrong part number to order a part and receive.  As a result, our Max Cost is now significantly inflated, and we need to correct this so our quoting reflects the true cost. I experimented with doing a return on that po receipt, hoping that would purge it from the list of actual costs but that did not seem to do the trick.  Appreciate the help!

385
rfairchild58
Varsity I
J
Freshman I
jcbakerFreshman I
asked in Construction
Project is Exempt-where is Avatax Entity Usage Type stored

We often work for General or Electrical Contractors, who are not tax exempt. However, the project we are working on may be tax exempt. Since we use Avalara, the Project Revenue Tax Zone must be AVATAX—but there doesn’t appear to be an Entity Usage Type field to communicate to AVATAX that the project is exempt because it's a hospital, school, etc. The exemption type is important in completing tax returns for several states we work in, but as far as I can tell there is no such field in Projects!How do we set up the Project so that Avatax knows 1) the project is exempt and 2) the type of exemption (entity usage type in Customer). We can’t just add the Entity Usage Type to the GC/EC account, because we may be doing one project at a school and another at a federal building, both billed to the same GC/EC. It really needs to be specific to the project. Having to remember to modify the Project Billing invoice before posting is a hassle, so would love it if I’ve just missed something simple.

192
J
Freshman I
F
Freshman I
fpantelidakis07Freshman I
asked in Construction
Unit Price from Change Order is not pulling into invoice after run project billing is done

Hi All,This is the billing rule formula I am using to pull in my project billing which is T&M. It’s excluding a project task which is fine. However, when I do a change order to the revenue budget in the project, after running project billing the line item that has a change order is pulling in a 0 dollar value to the invoice. How can I modify my billing rule to pull the correct unit price for the change order? Any guidance would be appreciatedT&M Billing Rule Formula:   =IIf([PMTask.TaskCD]='MAT', 0, [PMTran.Qty] * [PMTran.UnitRate]) Thanks,Frances  

40
F
Freshman I
J
Freshman II
jlaforgeFreshman II
asked in Construction
Posting Time Activities (labor rates) to Projects and payroll (actual cost) to GL

Hi,We have a client who has the project and payroll module activated within Acumatica’s tenant. Originally, they had the payroll preferences to only post payroll actual costs to project. The issue with this setup is having sensitive payroll data being posted to project transactions and employees are now able to view this data. Even if we “Hide Employee Name” within the payroll preferences, it is still possible to figure out who this employee is. We want to be able to post the labor rates, defined within the labor rates table, to the associated projects and also showing it in the “Actual Expenses” within the projects. Currently, I’ve been testing this type of scenario but the only option I have within the Payroll Preferences (Posting Settings) is Post PM Transactions from Time Activities using an Off-Balance Account Group. This type of setup doesn’t show the labor rates hitting within the Actual Expense. Would it be possible within Acumatica to have the Time Activities create a project

130
J
Freshman II
D
Jr Varsity III
dsenevirathne54Jr Varsity III
asked in Construction
One AP bill affecting multiple projects

Hi ,I have an expense which affects multiple projects. Can I enter one AP bill affecting multiple projects ? Thanks,Dulanjana 

1306
L
Acumatica Employee
T
Jr Varsity II
tonym68Jr Varsity II
asked in Construction
Disappearing Project x on PO data entry

Hi, a client is running 23.210.0017 and is having a strange behavior in PO entry: The default project (X) disappears from the field when a GL account associated with an Account Group is entered in the Account field. In production, when the project is put in again, the subaccount field empties and has to be reentered to get all three to be complete. If a valid project is entered, no issue. If a GL account unassociated with an account group is entered, no issue.I ran it in a local instance with no customizations published and the only change was the subaccount didn’t disappear.We tested it in an more recent instance with sales demo data and it didn’t occur. I don’t know if it’s a config issue, or a glitch?

1018
jeans16
Freshman II
Laura Carpenter
Varsity II
Laura CarpenterVarsity II
asked in Construction
Cancelled Change Order showing on AIA Proforma Change Order Summary

I am having a problem when I print an AIA Proforma Invoice for a project that has a change order with a cancelled status.  The change order does not show on the second page of the report, but it shows in the cancelled change order value in the Change Order Summary area.  In the screenshot below, the additions should be $80,219.25.  There was is a cancelled change order in the value of $25,645 being included that shouldn’t be.  Is this a known issue or how could I customize the report to eliminate the cancelled change orders from the change order summary? 

879
B
Freshman I
dpruckus
Freshman I
dpruckusFreshman I
asked in Construction
Importing Purchase Orders

Is it possible to import multiple Purchase Orders from Excel? Cant seem to find this option. Thanks.

59314
C
Freshman II
alexx
Freshman I
alexxFreshman I
asked in Construction
Rental Groups

Was doing a little cruising and was wondering what the purpose of rental groups were? What is it?What would the benefit be to use it?

231
meganfriesen37
Captain II
A
Freshman I
AmnaFaizer90Freshman I
posted in Construction
Splitting expense receipts automatically by customer

At present, in order to generate expense claims from expense receipts, the claim option on the expense receipts form, automatically groups receipts by customer if the expense receipt is linked to a project/ service order or if a customer is selected. This results in an employee having different claims for each customer. I would like to get your thoughts on this topic. Your responses will greatly help our engineering team in building the right solution.Would you rather prefer if receipts were grouped by employee only irrespective of customer? Is there any other criteria by which you would like to group expense receipts automatically ? How often do you use the automatic claim option to group expense receipts ? If you are currently grouping receipts by customer, how does this benefit you? What don’t you like about the automatic grouping of expense receipts by customer?Thank you!

581
R
Pro III
F
Freshman I
fpantelidakis07Freshman I
asked in Construction
Best way to reverse inventory linked to a PO on a project

Hi, Can anyone provide to me step by step instructions in how to remove an inventory stock item that posted to a project using a PO of the normal type. Any guidance would be appreciated. Thanks, Frances    

577
D
Freshman II
A
Freshman I
AP13Freshman I
asked in Construction
Use for Project group in "Projects" screen

Hi there, We just updated our Acumatica version and I’m trying to figure out what the “Project group” is for in the Projects screen. I can’t find anything in Acumatica Resources. Could you let me know how we should use it please? Thank you!   

363
joelhoffman
Acumatica Moderator
D
Freshman I
danhuntingFreshman I
asked in Construction
Adding a Line to a Purchase Order via a Change Order

Is it possible to add a line to an existing Purchase Order while creating a Change Order?  We have Purchase Orders that have previously gone through our approvals process that need a line added to them for an additional scope of work.  We would like to avoid putting the Purchase Order back On Hold to edit it because it removes the commitment from the project until it has been approved and is back Open again.

503
D
Freshman I

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