Construction

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? 

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?