Construction

Does anyone know if it’s possible to modify the list of options (without a Customization) in the Document Type field on the COMPLIANCE tab on the Vendors (AP303000) screen? I see on the Compliance Preferences (CL301000) screen that you can add attributes using the CUSTOM ATTRIBUTES and COMMON ATTRIBUTES tabs so I’m considering setting Document Type to Other for everything and using an attribute for a custom drop-down list, but I wanted to see if it’s possible to modify the Document Type list of options.

Hi everyone,I am facing this issue on the DFR and the timecards screen where the time entries overlap. Please see the screenshots below:The first entry above starts at 9am and continues for 4 hours which brings the time to 1pm. However, there is still a second entry which starts at 12pm.These entries are directly brought from the DFR I created and are resulting into overlapping time activities (from 12pm to 1pm)Is there any known solution to this or maybe a warning popup when an employee tries to enter such values under DFR or submit their timecards?I appreciate your time and help!Regards,Raj Jasani

I just received the invoice for our annual renewal and noticed that we have two modules that sound very similar.  Can anyone tell me what is in the “Construction Project Management” module vs the “Construction Edition”?  I can’t find anything documenting the features of each.Thanks.

Hello everyone. This is my first time posting here and I have been working with Acumatica for only a month with little training, so please bare with me. We have an existing PO for a project that is generating the following error when trying to enter a PO receipt: “One purchase order line or multiple purchase order lines cannot be added to the bill. See trace log for details”. See trace log screenshot attached.After trying to read the trace log, I noticed an issue pointed out to one specific inventory ID item (108-12) but I have no idea what is the issue with it and how to fix it. Another thing that was mentioned to me here is the column named “Billing based on”. Apparently it was always consistent before, either receipt or order, with this PO it’s mixed. What is this field, where do we set it up? Where does it pull this selection from?Thank you so much for your assistance with this issue.

Implementation questions What is the simple most effective way to import 100s of Live projects into our customers new environment? Is it import scenarios and then some manual work project by project for balances etc?   Is it possible to bring over projects which are midway complete into Acumatica? I.e., a project 6 months into 12-month schedule and on claim (proforma invoice) no.6 - How do we import and indicate or make the project start in Acumatica from that same reference no.6?

Good afternoon everyone, I'm trying to customize the Request for Information email template, however I'm not able to customize the subject of the template, this is what I'm doing:Open the email template “E-Mail Request For Information RFI” Customize the template subject with this expression: “RFI #((RequestForInformation.RequestForInformationCd)) - ((RequestForInformation.ProjectId.Description))” Open the “Project Management Preferences” Set the “Default Email Notification” to “E-Mail Request For Information RFI” Create or Open a RFI Click on Email action The Subject, To, CC, and BCC fields do not equals the same as the “E-Mail Request For Information RFI” template, the message however is the same as the template.Do you know why this is happening? Or where can I edit these fields?

When entering a bill against a subcontract, Acumatica appears to check against the current unbilled amount on the contract because it provides a warning if you’re over budget.  So, I’m wondering if it’s possible to display the unbilled amount on the Bill input screen so that I can verify this warning and provide feedback to the person who will be reviewing & approving the bill.

Hi there is there any ways to set default quantity to one when ever user input for details section in any module such as AP, AR, CB, GL. Because our daily transactions always involve 1 quantity (sometimes more than 1, but still user can override even there’s available setting default to 1. Thank you

I am trying to add a parameter that would let me choose a financial period range to a generic inquiry I created that pulls cost and revenue data from a projects. It’s basically a modifed WIP report but in a format I can download into excel. These are the tables that I currently have on the report:I can’t figure out how to link the table with the FinPeriodID to the project so I can set a parameter to run the report for a specific Fin period range.

We are trying to implement Acumatica (Construction) and we would like to have 2 allocation rules 1) for fixed price projects where COGs and Revenue is recognized as a % of completion and 2) an Allocation Rule where costs, including overhead, accumulate in WIP until the project is invoiced.We are 99% there with the fixed price, but for time and material, the Allocation Rule is crediting the overhead expense for the correct amount, but is showing a negative expense balance on the project.  The GL accounting is correct, but the project accounting is not.  Any help on modifying the allocation rule would be appreciated.

I’m trying to produce a list of project transactions with the related attachments.  I know I’d have to link PMTran to NoteDoc but once I’ve done that I don’t know how to add the attachment to the report.The construction module has a report that’s suppose to do this but it runs off of invoice dates instead of financial periods and seems to miss a lot of invoices that I know have attachments.Any suggestions?

How can I link AR Prepayment to a project in the beginning of the project without making invoice first?

We’ve had contracts set up after a number of bills have been entered so I now have a mix of costs in a cost code - some recorded to a contract and some not.Since the contract was set up for it’s full value I now have open commitments that will never be release.I’m trying to find a query or a report that will show me all of the transaction for a project/cost code AND include the subcontract number for each line.  Once I’ve identified transactions that should have been part of the contract I can enter a reclassing entry reducing the amount recorded without the contract and increasing the amount billed to the contract.Here’s the kicker, I can’t find the subcontract number captured in PMTRAN nor GLTRAN.Besides the billing screen of the project, the only other place I see the subcontract is on the bill input screen.Can anyone point me to where this data is stored?

How to automatically update project current margin estimate that equals total revenue budget minus total cost budget divided by total revenue budget?

We need a billing rule for mileage.  There is no cost transaction.  I guess we enter the actual mileage qty in project transactions.  Rate would be defined by the project revenue budget unit rate.

The AR invoice for projects is showing the same inventory IDs on different lines because they are for different project tasks. Is it possible to adjust the report format so that it groups those lines into 1 line per inventory ID?I’ve tried playing around with the groupings but that is not working-I get a separate page for each inventory ID (and it still has more than 1 line).

Hi Everyone,Our relationship with CFMA continues to provide value to the Acumatica community.For the past few years, CFMA has been working with AEMP (Association for Equipment Management Professionals) to create the Heavy Equipment Comparator (HEC) – a product that provides benchmarking-type data for management of heavy equipment fleets.I’m attaching the HEC Executive Summary.Currently, CFMA has re-opened the survey to collect industry data. The survey will close Nov. 15.CFMA and AEMP are asking heavy highway contractors to participate in the Heavy Equipment Comparator survey, which can be found at

I’m looking for a couple of fields in the construction project portal:Customer Project Contact in Construction (which would pull from Customer Contacts) With the ability to have that contact flow through to invoices/change orders etc. Customer Reference Number for Projects. Again, we have a built out user defined field to capture this. But the reference number does not automatically flow through to billing.Has anyone else noticed the lack of these fields? Is everyone creating User defined fields? I’m just surprised these fields do not come standard ‘out-of-box’

I want to know if Acumatica can stop overbilling on a subcontract?  I am wondering if you can set it up like a zero tolerance PO where if I exceed the amount on the subcontract, I must either reject the bill or enter a change order for the subcontract in order for it to allow the billing.

We are trying to generate Purchase Orders from a Sales Order using the Create Purchase Order form.  The issue we are encountering is the customer from the Sales Order is the same as the Vendor for the purchase orders.  Yes, need to buy items from our customer to create a complete package.  System won’t let us select the Vendor in the Create Purchase Order form since its the same as the Customer field from the linked Sales Order.Also is there a way to unlink the customer and vendor?

Hello all,I would like to know your suggestions/solutions on how one can resist the corrected time entries to not be included in the AR Project Billing. So as of now if anyone releases a time card, a project transaction is created. But lets say if I need to decrease the time spent on that time card, so I would be required to make a correction in that time card → it’ll create a project transactions & when I would run the Project Billing, the negative adjusted amount would also be displayed on the AR project Invoice. How can I remove this negative qty?

I don’t understand why a change order we have in ‘Canceled’ status would contribute to the ‘Potential CO Amount’ in Project Balances.  We canceled it so that we had the history of what we originally priced, so it is worth while to keep the data around (rather than deleting), but it shouldn’t contribute to ‘Potential’.  Is there a good reason for this that I'm not understanding? 

Is there a way to define the markup percentage (%) at the project quote level?  E.g. I have an old quote that I need to modify and I would like to change the mark-up percentage from 25% to 40% to cover material cost increases.  Is there a way in the system to do this?  Attributes?

Can you change the status of a payroll check you accidentally voided?

I need to print all subcontracts related to one project for an external auditor. I tried to enable mass actions into a generic inquiry to be able to print all sub contracts related to the specific projet. Unfortunately, it always print only the first sub contract. Even if I select all and select print all, there is only the first printing. I have over 200 subcontracts to print so going one by one is time consuming. Anyone can help me with this issue?