Construction

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.

Good,The issue is that when you create a quote with the same item number, say three times with different costs and then create the project the items are aggregated on one line.  (Operations has set a reduction protocol that reduces the the rate based on the amount of tools runs; 1st run at full price, 2nd run at half off, etc.)  I know I can make additional items numbers based on the protocol or make a discount code based on the rate.  We have over 10 different types of tools. The quote is provided to the customer based on the number runs.  This might change when the project begins either adding of deleting some. Questions,  How do I make the conversion to quote keep all the duplicate items on separate lines?  I don’t want them to aggregate.  Is this a billing rule?  Or Allocation update.  I am sort at a loss who to make Project Quote to Project conversion keep the lines separate without aggregating them.Thank you for your assistance.Evan

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? 

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 post WIP Over/Under Billing incrementally Ability to calculate WIP Expected Costs at proj

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.  Has anyone else had a situation simalar to this? Thanks! Matt Stoner

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?