Construction

I thought that the system would prevent me from posting a payroll transaction to a completed project (and completed task) but it allowed me to.  I noticed I had FA Supervisor role so I removed that role from my access and did it again.Does anyone know how to prevent this?  I’m aware there are customers that want to be able to do this, but I’m trying to figure out how to prevent it. Thank you

Project templates upon saving errors. 'Contact' cannot be empty. 

We undertake periodic air-condition units’ maintenance for clients and the norm is the service and spares prices are agreed on annually. These negotiated prices differ from client to client and the AR sales worksheet handles that nicely. Expectation: All inventory hitting a client’s project either from inventory issue or project drop-ship should pick it prices from the agreed figures in the AR sales worksheet. These pricing will feed into the project billingQuestion: Can 2024 R1 handle that or this should be treated as an idea?? 

We are using the date in the Billing Rule, Invoice settings, Line Description formula.  We are using [PmTran.Date] and it give me the MM/DD/YYYY HH:MM:SS AM.  Is there a way to format this with just the date?

How do you handle stock items that have multiple attributes, like different colors, sizes, etc.? In my previous ERP, I had a single product ID with multiple attributes. For example:001 Pants (Green/Brown/Red) 002 Shoes (Green/Brown/Red)In that system, I only needed to create one SKU and assign multiple attributes. However, in Acumatica, it seems like I need to create a new ID for each variation. Am I missing something?

Hello everyone! I’m currently the Director of Finance at a construction company. As we go live with Acumatica soon we are seeking assistance in some aspects of contractor and subcontractor agreements management that are lacking to our current situation and needs. We’re looking to streamline the way we create, issue, and manage subcontractor agreements. While we’ve been following the best setup that has been presented by using “Printed Forms” in the construction module, we’re exploring digital solutions to enhance efficiency and ensure compliance.We are dynamic in needing to have a template for the basic start of the agreement/contract but will have constant changes with modifications frequently and need an easy way to adjust. We have started this setup by using report designer to get the basic template which has been great but after when we send to the customer and we get a list of items to change in a 40 page document we want an easy way to do this. We have looked at the new feature a

Is thre a way to add more details that will be printed on subcontracts? Or is the line description field the only space? Other softwares I’ve used include a scope of work summary that will print before the individual subcontract lines, as well as having specific fields where inclusions or exclusions can be specified. At the moment the character limit and lack of formatting available for the line description field is way too limited to enter all the necessary information for a subcontract. Note I am currently on 2023 R2 Thanks in advance!  

 Hi all,I have a question regarding the Project (PM301000) billing.For the progressive income of a task at the beginning of the project, we enter a Original budget, for example 100K, at 0% completion. For simplification purposes: we do not have a Change order so Revised Budget = Original Budget.Now, We invoice 80% completion, so 80K invoice :Someone makes a Sale Order on the side, on the task in question of 30K and invoices it.ImageIf the project manager returns to the Project (PM301000), in the Budget Income tab, he will see this:Actual amount = 110K, it's ok, we understand that there was the sale order of 30K invoiced in addition to the Progressive.Now the project manager wants to invoice 90%, he sets Completion of the progressive task to 90%, which would logically give an invoice of 10K. On the other hand, the system calculates a credit of 20K, which is not logical.And it is the same principle if we create revenu on this task with another source than a sales orderAm I missing someth

We are having issues in a project where we released retainage and then went and printed out an AIA report for this by running the project billing. What we are seeing is that the released retainage is getting applied to the invoice but not specifically on the line that was released. What we are seeing is that the released retainage was distributed across all lines that had retainage. How can we change this so that released retainage applies to the lines we are releasing from? 

We are looking to modify a Subcontract (add additional lines), and we typically do this by placing the Subcontract on “Hold”, modify, Save.  However, the “Hold” option is not available/greyed out for a specific subcontract.A bit of brief research indicates that Commitments with a Change Order are not able to be placed on Hold.  Is this true for Subcontracts?  If so, how would we modify a Subcontract to add lines that were not in the original Subcontract?  

Hey, team - I’m a little new to allocation rules so any assistance would be AWESOME! Got a client who is applying Labor at a standard rate and then replacing the standard amounts from payroll.  They are getting a negative value in the balances for the APPLIEDOVH Expense and want this to zero out.  They have a credit account associated with this step of the allocation rule - is this as simple as removing that account?  Thanks! Here’s the task Here is the allocation rule.  

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?