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Discussions about construction edition features

  • 695 Topics
  • 2,473 Replies
695 Topics
R
Freshman I
RHarrisonFreshman I
asked in Construction
Construction Edition vs Construction Project Management

I just received the invoice for our annual renewal and noticed that we have two modules that sound very similar.  Can anyone tell me what is in the “Construction Project Management” module vs the “Construction Edition”?  I can’t find anything documenting the features of each.Thanks.

304
R
Freshman I
8 hours ago
G
Freshman I
gcarneiroFreshman I
asked in Construction
PO not processing - See screenshot for details

Hello everyone. This is my first time posting here and I have been working with Acumatica for only a month with little training, so please bare with me. We have an existing PO for a project that is generating the following error when trying to enter a PO receipt: “One purchase order line or multiple purchase order lines cannot be added to the bill. See trace log for details”. See trace log screenshot attached.After trying to read the trace log, I noticed an issue pointed out to one specific inventory ID item (108-12) but I have no idea what is the issue with it and how to fix it. Another thing that was mentioned to me here is the column named “Billing based on”. Apparently it was always consistent before, either receipt or order, with this PO it’s mixed. What is this field, where do we set it up? Where does it pull this selection from?Thank you so much for your assistance with this issue.

426
G
Freshman I
2 days ago
K
Freshman I
kemeryFreshman I
asked in Construction
Importing on Mass Live Projects opening balances & maintaining proforma invoice no. sequence

Implementation questions What is the simple most effective way to import 100s of Live projects into our customers new environment? Is it import scenarios and then some manual work project by project for balances etc?   Is it possible to bring over projects which are midway complete into Acumatica? I.e., a project 6 months into 12-month schedule and on claim (proforma invoice) no.6 - How do we import and indicate or make the project start in Acumatica from that same reference no.6?

69911
S
Freshman I
2 days ago
R
rvelasco
asked in Construction
Request for information Email Template

Good afternoon everyone, I'm trying to customize the Request for Information email template, however I'm not able to customize the subject of the template, this is what I'm doing:Open the email template “E-Mail Request For Information RFI” Customize the template subject with this expression: “RFI #((RequestForInformation.RequestForInformationCd)) - ((RequestForInformation.ProjectId.Description))” Open the “Project Management Preferences” Set the “Default Email Notification” to “E-Mail Request For Information RFI” Create or Open a RFI Click on Email action The Subject, To, CC, and BCC fields do not equals the same as the “E-Mail Request For Information RFI” template, the message however is the same as the template.Do you know why this is happening? Or where can I edit these fields?

50
R
2 days ago
R
Freshman I
RHarrisonFreshman I
asked in Construction
See unbilled contract amount when entering a construction bil

When entering a bill against a subcontract, Acumatica appears to check against the current unbilled amount on the contract because it provides a warning if you’re over budget.  So, I’m wondering if it’s possible to display the unbilled amount on the Bill input screen so that I can verify this warning and provide feedback to the person who will be reviewing & approving the bill.

121
Heidi Dempsey
Community Manager
8 days ago
A
Freshman I
aizzatFreshman I
asked in Construction
HOW TO DEFAULT QUANTITY TO ALWAYS 1 INSTEAD OF 0 IN ANY MODULE

Hi there is there any ways to set default quantity to one when ever user input for details section in any module such as AP, AR, CB, GL. Because our daily transactions always involve 1 quantity (sometimes more than 1, but still user can override even there’s available setting default to 1. Thank you

281
Manikanta Dhulipudi
Captain II
8 days ago
E
Jr Varsity I
eucciferri35Jr Varsity I
asked in Construction
Adding a financial period range to a project generic inquiry

I am trying to add a parameter that would let me choose a financial period range to a generic inquiry I created that pulls cost and revenue data from a projects. It’s basically a modifed WIP report but in a format I can download into excel. These are the tables that I currently have on the report:I can’t figure out how to link the table with the FinPeriodID to the project so I can set a parameter to run the report for a specific Fin period range.

599
E
Jr Varsity I
8 days ago
C
Freshman I
chighfieldFreshman I
asked in Construction
T&M Project Accounting with WIP

We are trying to implement Acumatica (Construction) and we would like to have 2 allocation rules 1) for fixed price projects where COGs and Revenue is recognized as a % of completion and 2) an Allocation Rule where costs, including overhead, accumulate in WIP until the project is invoiced.We are 99% there with the fixed price, but for time and material, the Allocation Rule is crediting the overhead expense for the correct amount, but is showing a negative expense balance on the project.  The GL accounting is correct, but the project accounting is not.  Any help on modifying the allocation rule would be appreciated. 

120
C
Freshman I
8 days ago
R
Freshman I
RBoudakianFreshman I
asked in Construction
Project WIP Report

i.m currently on an older version of Acumatica, testing in the sandbox for version 2024R1. I am using the Construction module and crated an invoice for a project. The invoice appears in all of the modules correctly, however, the issue i am having is with the Project WIP Report and Project WIP Detail Report. The Project WIP Report headings Revenue Recognized and Billings in Excess of Costs is showing the correct amount but the Period Billings and Billings to Period are showing credit amounts.In the two test scenario billings created and posted for the two projects, there were no debit or credit memos to cause a credit balance. It appears the credit balance is equal to the tax amount on each billing. In reading through the notes this is a known problem after the 2023R1 release. The proposed solution to run Recalculate Project Balances doesn’t seem to be working.Any ideas as to whatelse i could try?

653
iqraharrison
Captain II
9 days ago
R
Freshman I
RHarrisonFreshman I
asked in Construction
Include pdf attachments in a report

I’m trying to produce a list of project transactions with the related attachments.  I know I’d have to link PMTran to NoteDoc but once I’ve done that I don’t know how to add the attachment to the report.The construction module has a report that’s suppose to do this but it runs off of invoice dates instead of financial periods and seems to miss a lot of invoices that I know have attachments.Any suggestions?

110
R
Freshman I
13 days ago
N
Freshman I
nancyyymagdy01297Freshman I
asked in Construction
Construction Customer Prepayment

How can I link AR Prepayment to a project in the beginning of the project without making invoice first?

3316
J
Freshman I
13 days ago
R
Freshman I
RHarrisonFreshman I
asked in Construction
Finding transactions that haven't been recorded against a subcontract

We’ve had contracts set up after a number of bills have been entered so I now have a mix of costs in a cost code - some recorded to a contract and some not.Since the contract was set up for it’s full value I now have open commitments that will never be release.I’m trying to find a query or a report that will show me all of the transaction for a project/cost code AND include the subcontract number for each line.  Once I’ve identified transactions that should have been part of the contract I can enter a reclassing entry reducing the amount recorded without the contract and increasing the amount billed to the contract.Here’s the kicker, I can’t find the subcontract number captured in PMTRAN nor GLTRAN.Besides the billing screen of the project, the only other place I see the subcontract is on the bill input screen.Can anyone point me to where this data is stored?

191
E
Jr Varsity I
13 days ago
J
Jr Varsity II
johnythevara48Jr Varsity II
asked in Construction
Reversing Opening Balance Retainage documents

Hello,Can someone please tell me a method to reverse loaded opening balance retainage documents?These are documents loaded in “Migration Mode” with “Retainage” on and with Project/Project task. The documents are loaded with 100% retainage so that the full amount is retained amount.The documents are loaded with TAXABLE option since the expectation was to load the data without tax. But later client informed that the amount is actually inclusive of Tax.I am trying to reverse the originally loaded retainage documents and then reload them with EXEMPT option.(Or if there is an easy way to correct them.)

171
Heidi Dempsey
Community Manager
14 days ago
dmzasdf
Varsity I
dmzasdfVarsity I
posted in Construction
GAAP revenue recognition

How to automatically update project current margin estimate that equals total revenue budget minus total cost budget divided by total revenue budget?

86915
dmzasdf
Varsity I
15 days ago
C
Freshman I
chighfieldFreshman I
asked in Construction
Billing rule for mileage

We need a billing rule for mileage.  There is no cost transaction.  I guess we enter the actual mileage qty in project transactions.  Rate would be defined by the project revenue budget unit rate.

435
Heidi Dempsey
Community Manager
15 days ago
B
Freshman II
bstabiner95Freshman II
asked in Construction
Project Invoice Separates Project Task

The AR invoice for projects is showing the same inventory IDs on different lines because they are for different project tasks. Is it possible to adjust the report format so that it groups those lines into 1 line per inventory ID?I’ve tried playing around with the groupings but that is not working-I get a separate page for each inventory ID (and it still has more than 1 line).

465
Heidi Dempsey
Community Manager
15 days ago
joelhoffman
Acumatica Moderator
joelhoffmanAcumatica Moderator
posted in Construction
CFMA: Heavy Equipment Comparator

Hi Everyone,Our relationship with CFMA continues to provide value to the Acumatica community.For the past few years, CFMA has been working with AEMP (Association for Equipment Management Professionals) to create the Heavy Equipment Comparator (HEC) – a product that provides benchmarking-type data for management of heavy equipment fleets.I’m attaching the HEC Executive Summary.Currently, CFMA has re-opened the survey to collect industry data. The survey will close Nov. 15.CFMA and AEMP are asking heavy highway contractors to participate in the Heavy Equipment Comparator survey, which can be found at http://hecomparator.comHeavy highway companies are encouraged to provide any information that is available, whether it be financial metrics or shop data.If you have any questions, feel free to reach out.Thanks.Joel

180
joelhoffman
Acumatica Moderator
15 days ago
L
Freshman II
leahcarpenitoFreshman II
asked in Construction
Customer Contact in Construction

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’

5610
L
Freshman II
15 days ago
V
Freshman I
vmedwfallsFreshman I
asked in Construction
Can Acumatica stop overbilling on a Subcontract

I want to know if Acumatica can stop overbilling on a subcontract?  I am wondering if you can set it up like a zero tolerance PO where if I exceed the amount on the subcontract, I must either reject the bill or enter a change order for the subcontract in order for it to allow the billing.

331
Heidi Dempsey
Community Manager
16 days ago
S
stracey
asked in Construction
PO Creation Vendor cannot be specified

We are trying to generate Purchase Orders from a Sales Order using the Create Purchase Order form.  The issue we are encountering is the customer from the Sales Order is the same as the Vendor for the purchase orders.  Yes, need to buy items from our customer to create a complete package.  System won’t let us select the Vendor in the Create Purchase Order form since its the same as the Customer field from the linked Sales Order.Also is there a way to unlink the customer and vendor?

191
iqraharrison
Captain II
19 days ago
H
Jr Varsity I
harshitasethia74Jr Varsity I
asked in Construction
How can I not let the system to include the corrected time entries in Project AR Billing?

Hello all,I would like to know your suggestions/solutions on how one can resist the corrected time entries to not be included in the AR Project Billing. So as of now if anyone releases a time card, a project transaction is created. But lets say if I need to decrease the time spent on that time card, so I would be required to make a correction in that time card → it’ll create a project transactions & when I would run the Project Billing, the negative adjusted amount would also be displayed on the AR project Invoice. How can I remove this negative qty?

141
iqraharrison
Captain II
19 days ago
A
Freshman II
APistoriusFreshman II
asked in Construction
Construction - Canceled Change Orders Showing in "Potential CO Amt"

I don’t understand why a change order we have in ‘Canceled’ status would contribute to the ‘Potential CO Amount’ in Project Balances.  We canceled it so that we had the history of what we originally priced, so it is worth while to keep the data around (rather than deleting), but it shouldn’t contribute to ‘Potential’.  Is there a good reason for this that I'm not understanding? 

497
M
Varsity I
21 days ago
BobStewart72
Acumatica Employee
BobStewart72Acumatica Employee
asked in Construction
Display Employee Time and Equipment Time on Daily Field Report Regardless of the Source

Whether Employee time is entered or imported to Employee Time Card, Employee Time Activities, Weekly Crew Time, mobile app, Payroll Batches, Paychecks and Adjustments it should be reflected on the DFR for that day IF a DFR for that day has been created.  Ditto for Equipment.  Ideally it would be reflected with its “Status” upon “saving” the record or whatever action has been taken.If necessary, depending on needs, scenarios could be created to “omit” certain Employees (or EQ) from appearing if desired.  Perhaps with an “omit” checkbox on the Employees and Employee Payroll Settings forms (similar to exclude from OT rules or excluded from Certified Payroll Report).

223
Chris Hackett
Community Manager
27 days ago
C
Freshman I
chighfieldFreshman I
asked in Construction
Define Markup % percentage at the project quote level

Is there a way to define the markup percentage (%) at the project quote level?  E.g. I have an old quote that I need to modify and I would like to change the mark-up percentage from 25% to 40% to cover material cost increases.  Is there a way in the system to do this?  Attributes?

287
iqraharrison
Captain II
27 days ago
E
Freshman I
erayFreshman I
asked in Construction
Payroll - Reverse a voided check

Can you change the status of a payroll check you accidentally voided?

253
E
Freshman I
27 days ago

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