Construction

 Hi,I'm experimenting with moving transactions from Project A to Project B.However, as soon as I enable POST transaction to GL, it gives me an error.Yet the project and tasks exist, and the accounts in the original transaction belong to account groups. As a trial and error, I tried to do the following for the accounts:[debit account]  & [credit account] "use source" & "use source","use source" & "Debit source""Credit source" and "use source","Debit source" "Credit source"This didn't work either way.What am i doing wrong?   

many of our construction clients want to be able to use advanced warehouse management features like scanning, receiving, transferring material to projects / returning items from job sites.  Currently the only way I’ve been able to make this work with construction is via the incredibly clunky project location process that requires assigning each project to a unique warehouse location. Reason I've needed to do this is that the mobile issue, receipt, or transfer items simply do NOT allow you to code entries to project, project task, or cost code, and you are forced to have the warehouse fill that information for you. How are other people handling these needs? customization? Third party?

Is there a way to restrict access so that Project Managers can add projects and project tasks, but cannot change the status of the Task or Project to Complete?  We want the project and tasks status to be changed only by accounting.  I have tried to restrict this with the Access Rights by Role by changing the Project Management access to Insert for the Project and Project Tasks, but even after this change, it is still allowing them to change the project status.  Thank you!

Hi everyone,I’m looking for some community feedback on a challenge I’ve been encountering. I’ve tried to get this working 2–3 times without success.I’ve been trying to set up an Automation Schedule for the Run Project Billing (PM503000) screen to automatically bill certain Time & Material (T&M) projects — and to be honest, I find the process a bit tricky.Issues I'm facing: Either too many projects are being billed (not just the ones I intend to include), Or the schedule runs, but nothing happens — no projects get billed at all. I’m aiming to target specific projects only, and ideally, I’d like to achieve this without any customization or Business Events (at least not as a first step).Here’s how I currently understand the logic: The selection of projects f

Hi there,I want to import data using excel file into Document Template.So, I trying to setup 'Load Records from File' button on screen SM209020 (Document Templates)I click upload for Excel but nothing happen ?ScreenId=SM209020 > tab Tasks ( Allow upload = true) https://stackoverflow.com/questions/45048040/nothing-happen-after-click-upload-excel/45059835#45059835 I have looked at this link. However, I still do not understand clearly about the

Hi all, I have a prospect who uses Exaktime for time reporting and imports that data via AccountLynx into ADP for payroll, he says this “connection is unreliable.” Has anyone experienced issues with data import from Exaktime to Acumatica? Any help/feedback is greatly appreciated, thanks in advance!

GC here, implementing a prequalification program for vendor onboarding. We’re running prequalification outside Acumatica and want to reflect the following in Acumatica, ideally on the header area of a Vendor’s directory page: Prequalification status Single Project Limit Max total capacity v total in current open commitmentsCurious if others have done similarly? Would love to hear what ended up being feasible within Acumatica and what approach you took. 

The use case is:  The customer requires 2 locations one is ship to a plant to modify/build the item and after it is shipped to a job site for sub projects 

Hi,I created a business event for a client to alert users when their project quotes have been approved. It’s working but many users will have to make edits on a regular basis and the business event triggers an e-mail again after making edits. What condition can I use to trigger the e-mail to be sent once and not after each edit. Here is my configuration: Let me know.Thank you,Frances  

How are people handling Material on Hand (stored Material) payment to a subcontractor? If I pay the subcontractor through their subcontract, it shows they completed units, which really isn’t correct.  You can override the amount box on the invoice, but I am afraid that would cause issues down the line and be cause for missed payment and confusion from subcontractors and office staff. My proposed solution is to create a change order for 0 units and LS cost.  This will show an overpayment of planned units on that line, and when we are actually paid (and stored material reduced) it will back down to zero dollars for the MOH line and positive on the actual work completed line.Any other thoughts? Thanks,Jeremy  

hello all,I am looking to add an additional line of extra charges into each project AR Invoice using Billing rule. And the amount for this additional line would be 10% of the total invoice amount. How can I achieve this? I tried creating a specific task & account group for this, added this in Billing rule but the billing rule isnt going on this step.

We are 2.5 months in on the process of design with our business partner and looking to chat with another contractor regarding loading the prior year balances for projects in progress at end of year, so your current year over/under billing calculates properly.     What level for the FYE did you need to load to ensure the current year activity was properly reflected on your work in progress and completed projects schedule to reconcile to your financial statements.     Thanks in advance, we want to do the level necessary, but don't want to overcomplicate things if it isn't needed.  This is my first post.  i hope this is appropriate to pose this question here. Thank you for any insightMary DavoltBerger Contractors, Inc. 

Would it be possible to use a Microsoft Teams for large document storage.  For example photos and drawings. The documentation is vague about the Teams integration capabilities.  I don’t want to upload the photo to Acumatica and affect the storage limits.  The thought would be to create a file for each project in Teams.  Then upload the photos/drawings to Teams. I would like to be able to add a link to the file in the appropriate project in Acumatica.  Understanding of course that moving or renaming the file would break the link.

Issue/Current Behavior:When Compliance Preferences (CL401000) > Through Date = Posting Period End Date, the lien waiver  Through Date = end of the posting period of the Payment. Expected Behavior:When Compliance Preferences (CL401000) > Through Date = Posting Period End Date, the lien waiver Through Date = end of the posting period of the AP Bill.Source: Compliance Preferences (CL301000) > Through DatePosting Period End Date (default): The lien waiver is applicable through the last date of the posting period of the AP bill, which is specified in the Post Period box on the 

Good day,The user entered a CO with a quantity of 1 and an amt.  However, the Task associated with the non-stock item showed only the amount.  When we ran the Project Billing the invoice only showed the amount without a quantity so the invoice was incorrect by the amount. I can’t see why the issue that caused the issue.  the CO was correctly entered.  See the Revenue Tab below.  The item is non-stock.Is this a setting issue?  Preference.  Billing Method?  We need to revise the invoice.Thank you. 

Does anyone know what is the difference between the  PMTran.Date and PMTran.TranDate? The PMTran.TranDate is not visible to user out of the box and is defaulted to the BusinessDate. User can enter and edit PMTran.Date though. So, the question is what the purpose of PMTran.TranDate is when it is not available to user?

Hello,I am trying to put a negative quantity in a subcontract line item, but it errors out.Anyone have a work around for this that doesn’t require a debit adjustments.  I am trying to keep all the details on one invoice. We create the invoice for subcontractors and tie them off to each pay applications.  If we create multiple invoices it creates confusion. I found I can put a negative dollar value which makes the $ side work, but i don’t think it will work on the total qty side. Thanks,Jeremy  

I am posing this as a question to see if there is anyone who is using Acumatica Compliance to meet DOT requirements.  Use case is a field service company, approximately 250 trucks and crews.  I do not have all of the specifics, and I am learning about the requirements at this point, some of the requirement areas are:Driver Certifications DOT Records for Fleet DOT Driver Maintenance MVR Drug Screen Phyicals  + may be othersSome of these items are documents with occurence date and/or expiration date.  I am also certain that there would need to be some level of reporting required. There is a DOT software in place today but the desire is to use Acumatica if it is feasible. The feedback I am seeking is as follows:Experience shares from SME’s knowledgealbe of DOT requirements Usage of Acumatica compliance for DOT requirements Gaps that have to be covered

Can anyone share how they get a zero dollar pro forma invoice on a project if it has an on demand billing period? And how you create your AIA invoice showing all retainage released on invoices? Thank you!! 

Hello,  Our project IDs have - between numbers and I want to display them on a report designer report without the dashes.  Example, 25-36-010 would display as 2536010 in the report.  Is there a way to do this with a formula in a report?  The current formula is : ='REQUEST FOR INFORMATION # '+[RequestForInformation.ProjectId]+'-'+[RequestForInformation.RFIID_Attributes]   I need to keep the first and last expression, but make it so the Project ID only displays numbers and not dashes.  Thank you! 

I’ve looked around and just cannot locate an article on this.  Can someone point me in the right direction for best practice on loading (migrating) unreleased AR retention? Thanks 

I have received a check from a customer and there are a couple of back charges listed on the check stub that need to be applied to make the payment amount show correctly.   I have attempted to do a credit adjustment but that does not balance the transaction.  I was told to process the credit adjustment against an open invoice but that does not help me out either when I need to apply that amount back into the payment somehow.   What am I missing here?

Does anybody know if there is a native integration between Acumatica & Gusto HR? I have a potential prospect tracking time for construction projects in Gusto & they’re curious if there’s an integration, rather than doing CSV uploads

A positive inventory adjustment made directly to a project/task hits the project ledger as a negative qty/cost on the project ledger….  everything else in the GL and IN modules appears correct, but the project ledger is wrong. the workaround it to do the adjustment to project X (this avoiding the incorrect project transaction) and doing a transfer into the project… but in current release of Acumatica (22R1 and prior) this doesn’t completely solve the issue from a reporting standpoint, since transfers still don’t hit the project ledger at all….  would be nice to have that fixed btw… I have a business event setup to properly create a project transaction after the transfer.But this seems to be a legit a bug unless I’m missing something obvious… -Matt 

We deal with quite a bit of prepayments (actually milestone payments on long lead items) in our business and in testing the prepayment process I have noticed that I am unable to apply retainage to a prepayment request.  Is there a process for being able to do this?  Is there a fix or enhancement that is coming?  We are currently on 2023R2 but planning on upgrading to 2025R1 when available. Since it is related, I have also seen where it is not possible to apply retainage to a foreign currency PO/Bill.  Is there a roadmap for including this functionality?