Construction

I am trying to create payroll periods for the calendar for 2025, however the button is grayed out when I go into payroll/preferences/payroll calendar - create periods is grayed out.  Is this a permission level, or am I missing a step to add the pay periods for the year? 

I do not like the idea of advertising on community but as per recommendation from a few of my clients who love this engine and think this can be helpful for others, I decided to write up a short summary of an automated Project WIP Adjustments that we have developed and works alongside Acumatica construction module.Automatically draft WIP Over/Under Billing adjustments as per the WIP configuration Allow adjusting/overriding the Expected Revenue, Expected Cost and Completed Percent on the fly Automatically posting the Over/Under Billing Adjustments by project or summarized to GL Automatically updating Project Register alongside the GL Posting if opted to do so Automatically track the Cost and Billing changes within the month after WIP is posted and re-adjust the WIP Over/Under Billing when user re-run the WIP Adjustments Ability to post the WIP in full and reverse next period automatically OR opt to p

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.)

We have a situation where we want to make sure we understand our actual margins at a project level. We currently use Acumatica Projects. We have non-stock kits that might be like below. NonStock Example SKU #1 is called “DISTRIBUTED TV”This Non-Stock SKU is comprised of the following.A TV that is a stock item $300 A HDMI chord that is a stock item $40 A Wall-Bracket that is a non-stock item. $60When we Quick Process our Appointment and ship the sales order… The project only shows the cost for items 1 & 2, those post to the GL and adjust inventory. For item 3, we want the $60 to post to the project cost Actual but not post to the GL. We don’t want it to post to the GL because we already purchased this item and expensed it on the income statement. However, project to project, we want the costs to be considered so we know the actual profitability on the project.

To put in a reimbursement for a salaried employee, we added an earning code for reimbursements and then we added it to their time in the payroll batches window.  It does not like adding the reimbursement and is reducing the employees compensation.  What I mean by that is:  If an employee gross payroll is $2000.00 per week, it is not letting us go over that amount.  If we add a reimbursement for $100, it is reducing the employee’s gross pay to $1900 so that the total gross remains $2000.00. I’m sure it’s just a simple setting.  Can someone help with this? 

hi! is there a side panel we can set up on the project level for change orders? I know there’s a tab for it but wanted to see if that would be added as a side panel as well? i was able to add it to the project inquiry screen but it didn’t show up at the project level.  would this be a customization?

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).

We are a civil construction company 80% done the implementation of our project. Is there shared knowledge on commonly used project profitability reports in construction. We dont want to reinvent the wheel here as there must already be a best practice which can be our starting point. Any help through sample files or or reosurce tips appreciated.

Does anyone notice this? If we have an Unit Price entered first in Change Request and then enter the Unit Cost, the Unit Price will be overriden to the same as Unit Cost. 

Hi everyone,I’m working on a Time & Material billing rule in Acumatica, and I want to implement a condition where a different rule or formula is applied if a Purchase Order (PO) is linked to a Change Order (CO). Specifically, I’d like to adjust the Line Amount Formula to account for this condition.Here’s what I’ve tried so far:My current formula is:=[PMTran.Amount]*CDbl([PMProject.A3_Attributes]) However, I’m unsure if Acumatica natively supports detecting whether a PO is tied to a CO within the billing rule logic.Can Acumatica dynamically identify this linkage during billing rule execution, or do I need to implement a customization (e.g., adding a custom field to flag linked transactions)? If anyone has experience with similar scenarios or can suggest the best approach, I’d greatly appreciate it!Thank you in advance! 😊

it have the same column in tab Task of Project(PM301000) and Revenue Budget, but they aren’t matched.I see the help said that this column for Revenue Budget have this behavior:I see the help said that this column for Task have this behavior:Is it me or it’s hard to understand which wins or in which order we need to use them?Thanks

Hi Community, I’m wondering has anyone worked on a solution for New York State Capital Improvement Tax, possibly a GI or Report?Details:When doors/windows are installed into a home, home owner does not pay Tax (it is considered Capital Improvement transaction) BUT the company who has sold/supplied the doors/windows has to pay tax on the cost of materials which is on a linked purchase order.

Hi!I have a requirement where Stock Items are usually purchased to inventory, but sometimes times they are purchased for specific project(s).When purchased to specific Project the stock should not come into inventory and just hit project as Expense.Project Drop-Ship PO works well for this scenario.BUT Project Drop-Ship can only be raised for ONE Project at the time. This client, more often then not, purchases across 2-3 projects on one PO. I am thinking I could customise the Project on line to be editable? Has anybody done this before? We have customised AR Invoice before and allowed Project Edit on lines, and it was small customisation, would it be the same here for Purchase Order screen? Thank you in advance. 

I am trying to use the Load Records from File function to import tasks into a project, however it appears as though certain properties cannot be uploaded such as Default Cost Subaccount… is there a way to enable those fields? 

Have configured a Fixed Price Project with Allocation rules to correct recognize revenue. The project task specifies the same Non-Billable WIP Account as the allocation rule. When project billing is run the allocation transaction(s) are reversed correctly. I note that 100% of the allocation is reversed with the first billing regardless of the Completion % and invoice amount. I presume there is no apportionment possible?My problem is that if I have two Revenue budgets and project billing runs on one of these, then although the allocation transaction is on the same task there is no reversal. Even when the entire project is 100% complete/billed there is no reversal. The PM allocation transactions can be reversed manually. Is this correct behavior of can allocations somehow be reversed in this case? 

In construction edition, the Retained Amount in Revenue Budget should decrease after releasing retainage. It does not always. Anyone know how to get it to decrease every time?

We are mainly using invoices from project pro proma. One objective of our company would be to create one pro forma per week in order to follow correctly our pucoming sales and wip (from pro forma, we can decide if the actual transaction is billable, or a write off)On the client’s side though, we would like to compine multiple pro forma into one invoice, in order to bill our client twice or once a month, without having to redo the whole proforma process Is it possible in acumatica? Thanks  

Hi,To get our inventory transactions to have correct financial coding, we were told to:Set Project-Specific Inventory = True on the Enable / Disable Features (CS100000) form Activate all the warehouses on the Warehouses (IN204000) form (there already is a related bug for correcting this behaviour ) Initialize Stock on the Recalculate Project Balances (PM504000) formWith the feature enabled, the project keys are correctly filled in the inventory GL transactions and the corresponding PM transactions are generated as expected.

Hello all,I am trying to create an Actual Gross Margin % in the Project Module. I tried the first part and it correctly calculates the Gross Margin $. And the second part correctly shows the Actual Revenue. =(iif([PMBudget.Type] = 'I',[PMBudget.CuryActualAmount],0) - iif([PMBudget.Type] = 'E',[PMBudget.CuryActualAmount],0))/(iif([PMBudget.Type] = 'I',[PMBudget.CuryActualAmount],0))But when I put the divide sign in between it returns rubbish.I am relatively new to GI and am struggling to understand where I am going wrong.Any guidance would be most gratefully accepted.Cheers, Andrew   

How do I apply retainage to a Subcontract that has already been released?   I cannot make any revisions, everything is grayed out.  When I attempt to create an invoice, it also won’t let me apply retainage.  

HI New user here. We are located in Mtl and our generic dunning letter msut be in French. Where can I change the wording on a Dunning letter?

When selecting the project in the sales order the quantities are updated to zero    

Hi all, Our Projects could have up to 25 tasks. We bill on certain tasks by adding the amount to Pending Invoice amount and running project billing. When we do that, the invoice will have 0.00 lines for each task and 1 line for the task that we entered an amount. Is this the expected behavior? Can that be turned off? Thank you

Does anyone know of any existing functionality around archiving projects that are no longer active? I’d like to be able to archive/inactivate them to the point that they do not show up on search lists when using the search bar.

Has anyone come across the situation where the orientation of AP check’s printing randomly changes. i.e. I print a check with the top of the check facing forward and it prints fine and then I print another check and all of a sudden it prints upside down.