Construction

Hi Team,We have an issue with a progress draw project in Acumatica. After the second progress draw invoice was processed, there are new revenue budget lines created and negative amounts sitting in the pending invoice amount column. The positive amounts entered in the pending invoice amount column correspond to what the actual amount is currently short by.  The net impact is $0. The new lines were created by the system after the second progress draw was done. We tried running billing and invoicing the amounts, but they didn’t clear out. Why did this happen? And how do we fix it so we can process the next progress draw?Please advise

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?  

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?

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. 

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!

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?

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?

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

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

Hello Acumatica Community,I'm excited to invite a limited number of Acumatica customers to participate in an exclusive Acumatica Customer Program designed to demonstrate how predictive AI decision intelligence can help executive leadership and project teams improve project outcomes.This exclusive program is being offered by TrueProject for Acumatica customers and is proudly sponsored by Acumatica Chief Product Officer Jon Pollock.As a participant, your organization will receive a complimentary 30-day evaluation of TrueProject with no cost, no commitment, and minimal to no IT involvement.During the evaluation, you'll experience how predictive AI can help your organization:Gain an objective, AI-driven assessment of the health and success likelihood of your active projects. Identify project risks weeks earlier than traditional reporting methods, providing more time to take corrective action. Receive practical AI recommendations to improve project outcomes before issues become critical. Pr

We have a requirement to restrict the release of SOs and Invoices linked to a Project: Current behavior: The system allows releasing SOs/Invoices even if the customer is different from the Project's customer. Our requirement: We want to block the release if the customer on the SO/Invoice does not match the Project's customer. The system should only allow releasing when the document customer is the same as the Project customer. Is there a way or setup to apply this rule to our system?

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  

Hello all,How can we record loan (liability) against a project in acumatica? So the project will first start with construction which will be funded from loan - as a liability and not income. Then once the project is about to be closed, it is open to be sold out - so the interested prospect pays the deposit for the project which is also a liability and when the prospect signs off the deal, he’s converted to the customer and then the invoice is generated for that project.How can we handle the same in Acumatica? Since its project with 2 accounts - Loan & customer.

Has anyone found a solution for onboarding new vendors? I saw where Acumatica may be working on an online portal for customers/vendors, but in the meantime can anyone recommend and external provider that allows the vendor to go online and enter their own information that can integrate with Acumatica, or be pulled and then imported to Acumatica manually?

we are looking to a pricing type based on Project Price Class vs Customer Price Class.  Has anyone been able to accomplish this in the system.  We were exploring a customization for this but the price is coming back at $18,000.  i am looking to see if anyone else has come up with a solution for this.  We have 5 products with 6 different prices.   Thanks in advance for any ideas.  

Hello All,We have a client migrating from Dynamics SL where they have the option to update the Cost at Completion with every Budget Revision.  They may have multiple Budget revisions on a single day, especially at the end of month.  We would like to recreate this functionality by creating a Cost Projection by Date for every Cost Budget in Acumatica, but are limited due to Acumatica only allowing one cost project for a date.Is there any plan to allow multiple Cost Projections by Date for a singe date or revise/correct a Cost Projection for a date?  Or..has anyone found a work around to allow multiple cost projections for a single date?Thanks!

With the latest update, Projects can now be marked as Active, Completed or Closed. When a project is marked Closed, I am unable to get the project transaction details. That box is now greyed out. Yes, I could click around for each line and get it, but a lot of my PMs like to refer back to closed jobs to see some of the details. Has anyone found a work around to this? Is anyone else frustrated? 

After integrating Avalara and enrolling in the SST program, we had to map tax category codes and inventory ID’s to tasks used in billing. We started with tax category codes and only Avalara. The duplicated line items did not begin until we enrolled in the SST program and began using inventory ID’s (as instructed by Avalara).Has anyone experienced this issue and found a resolution? The duplicate line items appear whether it’s an older project (prior to Avalara integration) or a new project (after integration). Also, we use milestone billing for projects.

We are using the “cost projection by date” feature in 2026R1 to forecast WIP and Over Billings.  It is a very useful tool.  However, to match our month end, it would be beneficial to use to use the post period as the cut off for transactions rather than the invoice date.  Sometimes the post period does not match the invoice date as a result of month end accruals.   By not matching the post period with our month end it causes errors in our WIP and Over Billing calculations.   Is there a way to change the cut off to post period rather than invoice date within Cost Projection By Date?

We have a client running Acumatica 26R1 that operates as an Engineer-to-Order (ETO) manufacturer. Their projects often contain hundreds of budget lines, and they are utilizing the new Revenue % Complete calculation method for project billing.One challenge we are encountering is preventing the revenue-side % Complete calculation from exceeding 100% of the revenue budget when actual costs exceed the original cost budget. In these scenarios, the project may legitimately run over budget on costs, but we do not want the Revenue % Complete billing calculation to generate billings beyond 100% of the contract/revenue budget.Has anyone found a standard Acumatica solution to cap the Revenue % Complete calculation at 100%? I have experimented with billing formulas but have not found a reliable way to prevent over-recognition when costs exceed budget.At this point, I am considering a custom Generic Inquiry with a Business Event and automation process to calculate and update the revenue-side comple

I’ve generated my T5018 efile and while reviewing it there is a vendor who shouldn’t be on the report as they only supply materials.  I’ve reviewed their vendor record and confirmed that they are set up as “none” under CRA Reporting Type.  Is there any where else that I should be looking?

Hi, In the project record, I configured the Project Group with the intention of limiting visibility so that not all users with project access can see the project records. Specifically, each project manager has their own group, and only members of that group—such as the project administrator and coordinator—are allowed to view their respective projects.Additionally, I enabled the Restrict to Employees option for the foreman role. and set up their name under the Employees tab. Please note that foremen do not have access to the project record itself. The purpose of this setting is to ensure that foremen can only select projects in the Daily Field Report (DFR) that are assigned to them.Based on my understanding:Project Access controls visibility and access to the project record. Restrict to Employees controls access related to time activities (e.g., DFR and timecard entry).However, based on my testing, when Project Access settings are enabled, the Restrict to Employees functionality does n

The Project is a field in the POReceipt table - but it appears after upgrading to 25R2 from 24R2 it is no longer visible and can not be added via screen configuration. Is this true?We got our total cost back - now the Project is gone :/