Construction

Getting this error trying to ENTER AP BILL from the Subcontract.There is no inventory item on the line - so no receipt needed.Line item - closed uncheckedUnbilled quantity and amount = total amount on Subcontract.Close PO Line = By Amount As a work around, we are able to create a new bill and then add the subcontract from the bill. Any ideas on the cause of this error?  Thank you!

Hi - I have a situation that I can’t find any documentation on and hoping someone here might know.We have employees who are doing weekly timecards, and they would like to be able to preload from the previous timecards. This works really well, but during testing we noticed that if a user entered a Stat Holiday (HL) in a particular week either manually or by using Preload Holidays, that earning type was not carried over to the next week when we used the Preload function. Intrinsically this makes sense to me because we don’t want to mistakenly enter stat holidays where there are none, so i assume there is some coding in the system that limits this.Today we found that the same logic is being applied to Vacation time (VL). If a user enters it one week, and then creates the next week’s time card and uses the Preload option, the VL line is not carried over. Is this happening for the same reason as the HL time, and is there some coding or logic somewhere that’s d

I couldn’t create this as an idea and always ask me to select a product which I did,So I’ll post this as conversation. One of our client suggested and posting this on their behalf. The functions within Acumatica no longer align with CRA requirements.  Please see the link below from CRA.  The CRA requirements should be reviewed an an annual basis by Acumatica to ensure compliance with current processes. 2025 CRA Changeshttps://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/t619-next-year.html 2026 CRA Changes

In 25R2, is there a way to control the default status that is assigned when the Amount to Invoice is changed in a Time & Material line on a Pro Forma invoice? A client of ours is noticing it defaults to “Hold Remainder” when they would prefer it to default to “Write Off Remainder.”

Hello we are on version 25.201.0213 and when using Modern UI on the pro forma invoice screen, users lose access to edit tax zone, exemption number, and tax type. While I will in the future be able to fix this by creating a customization to add the fields back to the view, currently don’t know how and this should have been standard out of the box with using Modern UI. Classic UI Modern UI  

Hi everyone, I tried to return the item and this error pop up.Can someone help me with it ? Thank you !!!  

Hi,Is there any facility to create link with UK CIS tax in Acumatica ? if not what would be the best way to handle this, please. RegardsVenuka.

Hi, is it possible to automate the copying of notes from revenue budget line of a project to Invoice when running project billing? Do you think this can be done via business events? Saw the post belowWant this note to appear on InvoicesNotes to appear here

Hi all,I’ve been trying to find a way to add the On Hand qty of an inventory item on the Job Item Requistion screen and it’s not pulling the qty. I also thought of doing a side panel of on hand qty. What is the best way to handle it? I know that it is a virtual calculation in the background.   

Hi everyone,I’m trying to import rate tables using the import scenario and getting the following error:I have configured the Sequence for each Rate Table and Rate Type under the Rate Lookup Rules screen.Note: The same import scenario worked for a client on 24R1, but I'm experiencing this error on 24R2.I've attached the XML file for the import scenario I'm using. I’d appreciate any insights or suggestions to resolve this issue.Happy to provide any additional details if needed. Thanks in advance!Regards,Raj

Hi,We dont understand why we have an amount here , all the commitment are closed/clompleted ?ssssws   What is the condition in order to be part of this total?Thanks

Hello Community, When it comes to progress tracking there could be multiple purposes.If it is T&M work type project logically tracking the completed quantity of the cost budget makes sense. In T&M scenarios we either bill the cost we incur plus a fee, or we keep track of units and invoices as per the set rates. So, it makes sense to assume the production quantity and cost budget unit of measure are usually the same. For example, we spend 10 HOURS on a given Project Cost Budget that may cost us $500 but we track the 10 hours with the same unit of measure, but we invoice let say $600. This is just one scenario out of other various scenarios in practice. Now assume we have a project that at least one of its Revenue Budget lines is Unit Rate. Assume it is a land clearing project, so we are paid for this Revenue Budget line by Acre. Although this is Just one pay item entered into our Project Revenue Budget, there could be multiple Project Cost budget m

Good morning.We are currently in the process of changing from our existing ERP to Acumatica, and have access through the web portal to create daily field reports.  When we log in to the mobile applicaiton using the same log in rights, we do not appear to have access to Daily Field Reports to create new etc. Is there a permissions setting we are missing somewhere that requires special permission on the mobile application above and beyond granting access through the regular web login? Thanks,Paul​​​​​​

Is executing Validate Project Balances (PM504000) on a recurring basis using an automation schedule a recommended best practice?  I’ve heard some say yes, because it’s necessary to maintain accurate project balances.  However, I’ve also seen someone say no, it should not have to be done as part of normal operations, suggesting incorrect project balances are a symptom of something going wrong and needing to be corrected.

It looks like when putting up revenue budget in Project, the Unit Rate doesn’t populate price that is effective on the start date of the project.Wiki below suggests that the rate should use the effective rate but it doesn’t appear so. Example:Price is setup on an inventory ID for a customer price class: Item 111 for customer price class AAA: $105 expired at 14-Dec-2025.Item 111 for customer price class AAA: $110 effective from 15-Dec-2025.All other info such as UOM, currency, etc are equal.But when setting up revenue budget of a project that starts from 16-Dec-2025 for customer that belongs to the above price class, the populated Unit Rate is $105.Anyone has same issue? and if so, how do we solve this?

We are encountering what appears to be a functional and mapping gap between Change Orders (PM308000) and Projects (PM301000) related to Quantity (QTY) and Unit of Measure (UOM).Observed BehaviorWhen a Change Order is released:Project Revenue Budget and Cost Budget lines are created correctly Amounts populate correctly All other fields flow through as expected QTY and UOM do NOT populate, even though they are present on the Change Order line Manual entry is required within the Project screen for Revenue and Cost Budget for both QTY and UOMThis occurs when the Change Order line does

I have a client who pays sales tax on Purchases.  Most of their costs flow into projects.  We cannot get the journal entry lines for the Taxes to honor the project default cost subaccount, so the tax GL lines always go to subaccount “00”.Is there a way to use a project allocation to create a new project transaction and journal entry that will credit the “00” subaccount in the original transaction, and debit the Project’s default cost subaccount?  That’s the only way that I can think to solve this problem out of the box.I have tried a few allocation rule setups and they all fail, so before I go any further I’d like to know if this is even possible.  Or maybe there is something I’m missing in another area.Thank you!John J

 We recently received a Purchase Order. It was split in receipt due to one container coming in November and the other in January. The first receipt for the items that were received pushed through correctly. Now the second receipt that we received today is not showing up correctly in our Inventory storage details. we have receipted the remainder of the soccer ball and have pushed the Bill - on hold as you can see below. However, the soccer balls received in the second and third receipt are showing in QTY available and not on QTY on hand. Which it should show on both columns. This is not allowing us to push any sales orders through to shipment because it shows that there is 0 in inventory.  Please help.      

i have a scenario where a client (a sub not GC) has billed out a subcontract agreement in full but has noticed that throughout the life of the project they may get deductive change orders as progress on the project continues.  these deductive change orders are often pass through to their subs.  however, since the subcontract agreement has been billed in full, the system does not allow a deductive commitment change order to be created.the steps to rectify this would be to:create a debit memo in bills and adjustments and tie it to the subcontract agreement create the commitment change order with the deduct amountsit would be really nice if the system would automatically created the debit memo from the commitment change order (maybe a future idea?)does anyone handle this different? 

 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) ?

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.

Hello Team,I’m seeking advise  on the correct approach to reverse or correct an AR retainage invoice that generated an unexpected/abnormal GST amount in the tax total.We are a construction company processing a partial holdback (retainage) for a project. The retainage invoice was created by releasing AR retainage and selecting only the applicable lines. However, upon release, the system calculated a GST amount that does not align with the retainage value or expected tax calculation.I would appreciate assistance with the following: Possible reasons Acumatica may calculate GST incorrectly on a partial retainage release The recommended method to reverse or adjust the invoice while ensuring GST is corrected properly Any insight or best-practice guidance would be appreciated.Thank you.

Hello everyone,My name is Irina, and I am a Business Analyst on the Acumatica Project/Construction team.Currently, in Acumatica, the Completed (%) and Pending Invoice Amount/Quantity fields are designed for manual entry before proforma or invoice generation to specify the document amount or quantity.I am working on automating the Completed (%) calculation for the Revenue Budget and would greatly appreciate your input to better understand business needs.Please help by answering the questions below or sharing any feedback: Do you prefer the current manual approach, or would you like it to be automated? What issues or difficulties do you encounter with the current approach? How do you calculate Completed % and Pending Amount/Quantity before billing? Do you use any Acumatica forms or reports to support this