Construction

How do I access submittals on the mobile app?

There is an action for AP Invoices -  “Release retainage directly”How it works? As far as I understand, when you click on this button, it should be carried out automatically without creating an additional invoice. When I click, nothing happens. Perhaps I need to enable some additional settings?For Accouts Payable Preferences I enabled  Automatically Release Retainage Documents.  

I posted a journal entry to a project ID and the resulting PMTRAN does NOT agree to the journal entry.The journal entry hit two accounts, but both lines were to the same ProjectID - only the CostCODEID were different.The journal entry, obviously, balanced but the resulting PMTRAN has two debits.I have no idea what I could have done to get Acumatica to do this.  I know I can post a PMTran to correct this but I’m concerned that this happened.  Up to this point I have not posted ANY PMTrans (accumatica has generated all of my PM activity) and I have been able to fully reconcile all of my GL activity to my PM activity.Does anyone have any suggestions?  

HiWe develop an external project scheduling & time recording toolset that integrates with Acumatica.  Recently we’ve had a number of issues where customers have been setting the status of project tasks to Active while leaving the project status at In-Planning. While we believe this is users simply forgetting to activate the project, we’ve struggled to understand the logic behind why this is possible.  What purpose is there for activating tasks before the project?Doing a bit of research, I’ve found quite a few have put in workflow automations to link the project and task status.  Other research results have been a little conflicting as to how valid this scenario is.Clearly since Acumatica allows it, there must be some legitimate reason which I’m not aware off. We’re just trying to decide the best way we can handle this situation.Appreciate the feedback. 

How can I delete a change order from a project without reversing it. I’ve attempted to reverse the change order and it created a mess within the project costs by doubling everything. I just need to delete it off the project and change order “module/workspace” to be able to re-import it. I do not want to reverse it, I just need it deleted completely.

Hello,We are a construction subcontractor looking at this platform. It appears Acumatica is geared more towards operations at the GC level. Are there any subcontractors, construction or other trades, currently using the system that could offer and insight/pro’s, con’s, etc.?Thanks,Jeff

We currently have our Empty Item UOM in our Project Preferences as HOUR. We are trying to change this so our Empty Item UOM will be EA. When we try changing this, we get an error message saying that the Project records could not be updated due to at least three fields being empty; Allocation Rule, Billing Rule, and Branch.Going through all our projects, the only project with empty values is Project X, the Non-Project code Project.We are unable to update the fields of project X since it is a non-project, and were unsuccessful in trying to make the three fields not required through a customization project by both removing the PXDefault from the fields and trying PersistingCheck = PXPersistingCheck.Nothing. Any help would be appreciated, our next step is putting in a ticket.

 Hi there,I’ve been trying to test allocations following the video on YouTube:Set up Allocation Rules to Recognize Revenue - Acumatica Construction EditionI used REVREC allocation rule and UNRECREV billing rule in the demo tenant. It works fine, billing reduces 21050 as shown on the video and other steps are good. However, when it comes to out of the box reporting it doesn’t work well. For example, Construction Bonding Report shows revenue recognized (earned revenue) as Earned Revenue = % Complete * Contract Amount. I guess that makes sense as it’s just multiples total % complete by the total contract amount. But it does look weird and inconsistent. In this example below, the system automatically recognized 25% of task revenue based on the 25%cost task completion.   However, on the bonding report it calculates the earned revenue using total contract (not task revenue or sum of income recorded).  Question, is it possible to design an allocation rule that will actually calculate recogniz

2024R1 Unable to locate Construction>Transactions>Subcontracts>Form Toolbar: Delete on Access Rights by role description   Restriction to “Revoked” Delete action on the Subcontracts form must apply to a specific access rights by role 

Hi:Our Acumatica Hackathon 2025 team 10 aka Funnel Cake plans to create an application that will enable a construction/field service company to create a site and then for each site the required projects.From my observations, construction companies have several projects on a site. For instance, a college campus needs two new buildings: one for the dept of engineering and one for the dept of mathematics. The college campus is a site and there is a project for each building. The construction company wants to see the total actual revenue and the total actual cost of the site. It wants to see the status ( in process, on hold, completed, cancelled). It wants to see the address, contact information, start date, target end date, etc. of the site.This will be an application that will be free on Github. Any Acumatica Partners and customers will benefit from it.Please give me your feedback asap since the Hackathon starts on 1/24/25 at noon.Thanks. ToonSix@intercs.com

I just had to approve 40 AP bills for commitment retention release.  It would be nice to create one retention billing per vendor when AP retention is released, much like AR got a single retention billing.

Hello all,I have been trying to setup approval maps for various projects that have different project managers. So I want these project managers to approve Invoices.How can I achieve this?

Hello all,I have been working on Rate tables for Project module and have defined some rates for lets say Project A & Project B for Employee 1 & 2.The rates setup are as :Start Date: 01/01/2024; End Date: 12/31/2024; Rate: 10$; Project ID: Project A & B; Employee ID: 1 Start Date 01/01/2024; End Date: 12/31/2024; Rate: 20$; Project ID: Project B; Employee ID: 2Now I am looking to import new rates for the year 2025. So the scenario would be:Start Date: 01/01/2025; End Date: 12/31/2025; Rate 15$; Project ID: A ; Employee ID: 1 Start Date: 01/01/2025; End Date: 12/31/2025;; Rate: 25$; Project ID: B; Employee ID: 1.Eventually when I am trying to create a new rate code for the 2025 scenario, Acumatica displays an error stating the Rate Code, Project ID & Employee ID has already been used. Now if I go ahead to delete the 2024 Rate Code and try to create for 2025, it doesnt trigger any error. How can I insert both 2024 & 2025 rates with different rate codes? 

Hi There,I’m in Acumatica R2 2023 version and tried to deactivate one of the old cost code which is not applicable anymore. I’m not able to uncheck the active box. Please advise the steps to inactivate a cost code. Thank you.  

i want to add a doctype here in my Book but its not displaying whats wrong with my relationship  

Hi All,Starting to use Project Management module and we have a couple of questions.  We are on 2023R2.  It appears that on Mobile app, photo log is a little awkward.  From what we see, you would have to create a Photo Log and use the “Files” button to take pictures or select from gallery.  But then they don’t appear on the “Photos” section and only live in the File Attachments.  We then would have to login to the web version and select “Upload from Attachments” to put the photos in the Photo Log.  This doesn’t make sense. Are we missing something? On Android, when taking pictures vertically, the “Done” button is covered up by the bottom home/status bar so you can’t submit the photo unless the phone is turned sideways.  If we do that the changes the orientation of picture.  Again, are we missing something?ThanksSarat 

Hi All !For some project we don’t need to have a proforma invoice for our T&M billing. In this case the PM create directly a AR invoice.But we face a problem, in case we have one or more row to writeoff, how to writeoff them easilly(writeoff and hide it for the customer)?  If we delete the row, it become unbilled and will be recalled at the next invoice.When we want to have a reminder it’s fine , but if we want to completly remove the row it doesn't do the job.Thanks 

We have a Chart of Account group, 5299, that has an Account Group specified (E), on the Chart of Accounts screen. If I create a Project Transaction that Debits a Debit Account (5006), CREDITS 5299, then release, it will get posted to Journal Transactions like this -  It’s just debiting and crediting the same project, which is incorrect. Once I remove the Account Group from the 5299 Chart of Account group, it releases like this (which is what we want) -This is properly debiting the project then crediting our 5299 account. I’m trying to understand why the difference here and what value the Account Group on Chart of Accounts provides in this scenario. Both Project Transactions were setup with the same information as a test, only difference was removing the Account Group from the Chart of Account 5299 in between both tests - 

My clients frequently request an ability to show Paid to date values for a specific project (AP and PR), and dollar received on a job (AR) cash entries are not job costed in the current iteration of the system.  What workarounds do other partners utilize to satisfy client requests for paid to date values on a project?

I am looking for an AP report that would show a summary of all payments made to subcontractors for the year, to assist in my annual insurance audits. Is there a way I can sort or filter the vendor transaction history report by vendor class, to show only subcontractors?

I have been using a custom workflow in our Project Quotes to put quotes that are not accepted and ultimately lost into a custom state I originally called Refused. Now that we have CRM we have the Predefined State of Declined, but when I attempt to customize the workflow to use it instead of my custom added state, the flow can put the Quote into the Declined State, but can not change it back to a Draft state. It results in a trace error of “The state (@Next) is not specified for this state (L) because it is not placed in a sequence.” when you attempt to move from the Declined state back to a Draft state. Is this something that can be adjusted or fixed? or should I continue to use my custom state to mark them as Refused because we sometimes accidentally hit buttons and need to reverse course on declining a quote?

Hi Everyone,I got the issue when Employee Time Card was entered hour on Saturday for overtime, and when I Remove Hold it combined to the hours on Friday; However it still showing the Saturdays Summary Activities on Detail tab.Can some one help me with it ?Pictures attached below for reference.Thank you

Has anyone ever run into the following error when trying to create a submittal revision: “Error: An error occurred during the processing of the field Contact value 102536 Only Active Contacts are allowed.”We were able to determine that the error was due to the person listed in the submittal workflow contact being a former employee, so their employee record was marked as inactive. As a workaround, we were able to mark the employee active again and then create the revision without error. However, is this a bug that needs to be addressed? An inactive employee record shouldn’t be the deciding factor on if a submittal revision can be created. There is no way to remove the inactive contact from the original submittal in order to create the revision. The only time the contact can be removed is after the revision is created, and only from the revision record. 

Good day,The project billing does not include an inventory transaction when the project is billing for inventory used on the Project; we are currently on 2023R2.  I am not sure if this is setup issue and search Acumatica help does not give any hints on the issue.  Our projects are services provided to the client.  However, we do sell an inventory item used on the project.   We don’t bill for time; just the service so the billing type is Progress Billing.  The current process is manual; the Accountant will create IN issue when inventory is used on the project; this will reduce the inventory and create the COGS transaction associated with the project. (Payroll associated with project is also a GL transaction associated to the Project/Task.With the above background, now management wants to project invoices to include the inventory transaction.  (The same as the Sales/Shipment/Invoice process does.)  I am trying to figure the changes needed to configure Projects.  Maybe use Project Specifi

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?