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 Behavior
When 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 UOM
This occurs when the Change Order line does not have an Inventory Item specified.
Support Feedback
Support has advised that this is currently considered standard system behavior, noting that if the source line in the Project Revenue Budget has no InventoryID, the system does not default the UOM from the Change Order.
While this explains the behavior, it does not align well with construction industry workflows, where:
- Inventory items are not always used
- QTY and UOM are critical for project tracking, forecasting, and reporting
Why This Feels Like a Gap
- Revenue and Cost Budget lines are only created at Change Order release
- QTY and UOM exist on the Change Order
- All other values are successfully mapped
- Only QTY and UOM fail to carry over
Because of this, the issue appears to be a mapping or release-logic limitation rather than intentional functional behavior.
Questions for the Community & Acumatica Team
- Is this behavior truly expected by design, or is it a known limitation?
- Are others experiencing this same issue?
- Is there any configuration or feature option that allows QTY and UOM to populate without an Inventory Item for change orders?
- Has anyone found a way to address this without customization?
Suggested Product Enhancement
Allow QTY and UOM to flow from Change Orders into Project Revenue and Cost Budgets, regardless of whether an Inventory Item is specified—or provide a configuration option to control this behavior.
This would:
- Reduce manual rework
- Improve data consistency
- Better align Acumatica with construction accounting workflows
- Reduce the need for customizations
I would like to submit this as a Product Idea so it can be evaluated for future releases.
Product Idea created:
Thank you to anyone who can share insight or experience with this.