Construction

Have configured a Fixed Price Project with Allocation rules to correct recognize revenue. The project task specifies the same Non-Billable WIP Account as the allocation rule. When project billing is run the allocation transaction(s) are reversed correctly. I note that 100% of the allocation is reversed with the first billing regardless of the Completion % and invoice amount. I presume there is no apportionment possible?My problem is that if I have two Revenue budgets and project billing runs on one of these, then although the allocation transaction is on the same task there is no reversal. Even when the entire project is 100% complete/billed there is no reversal. The PM allocation transactions can be reversed manually. Is this correct behavior of can allocations somehow be reversed in this case? 

In construction edition, the Retained Amount in Revenue Budget should decrease after releasing retainage. It does not always. Anyone know how to get it to decrease every time?

We are mainly using invoices from project pro proma. One objective of our company would be to create one pro forma per week in order to follow correctly our pucoming sales and wip (from pro forma, we can decide if the actual transaction is billable, or a write off)On the client’s side though, we would like to compine multiple pro forma into one invoice, in order to bill our client twice or once a month, without having to redo the whole proforma process Is it possible in acumatica? Thanks  

Hi,To get our inventory transactions to have correct financial coding, we were told to:Set Project-Specific Inventory = True on the Enable / Disable Features (CS100000) form Activate all the warehouses on the Warehouses (IN204000) form (there already is a related bug for correcting this behaviour ) Initialize Stock on the Recalculate Project Balances (PM504000) formWith the feature enabled, the project keys are correctly filled in the inventory GL transactions and the corresponding PM transactions are generated as expected.During the change we also updated warehouse GL fields.However, transactions are erroring due to inventory going negative which is not true since we can see the inventory.Any leads would be greatly appreciated as always.Thank you,Dave Z

Hello all,I am trying to create an Actual Gross Margin % in the Project Module. I tried the first part and it correctly calculates the Gross Margin $. And the second part correctly shows the Actual Revenue. =(iif([PMBudget.Type] = 'I',[PMBudget.CuryActualAmount],0) - iif([PMBudget.Type] = 'E',[PMBudget.CuryActualAmount],0))/(iif([PMBudget.Type] = 'I',[PMBudget.CuryActualAmount],0))But when I put the divide sign in between it returns rubbish.I am relatively new to GI and am struggling to understand where I am going wrong.Any guidance would be most gratefully accepted.Cheers, Andrew   

How do I apply retainage to a Subcontract that has already been released?   I cannot make any revisions, everything is grayed out.  When I attempt to create an invoice, it also won’t let me apply retainage.  

HI New user here. We are located in Mtl and our generic dunning letter msut be in French. Where can I change the wording on a Dunning letter?

When selecting the project in the sales order the quantities are updated to zero    

Hi all, Our Projects could have up to 25 tasks. We bill on certain tasks by adding the amount to Pending Invoice amount and running project billing. When we do that, the invoice will have 0.00 lines for each task and 1 line for the task that we entered an amount. Is this the expected behavior? Can that be turned off? Thank you

Does anyone know of any existing functionality around archiving projects that are no longer active? I’d like to be able to archive/inactivate them to the point that they do not show up on search lists when using the search bar.

Has anyone come across the situation where the orientation of AP check’s printing randomly changes. i.e. I print a check with the top of the check facing forward and it prints fine and then I print another check and all of a sudden it prints upside down. 

Hi all,I want to set up approval map when user want to activate project again  after complete it?My idea is set up 2 steps but it not work. Can you advise me how to achieve that? 

Hello everyone, My company is currently on Sage 300 CRE, looking at moving to Acumatica. We’re heavy Procore users and the lack support for syncing prime contracts and prime C/O’s between Acumatica and Procore in the past has prevented us from making the switch. I understand that this feature has been enabled in a fairly recent release, but so far the references we’ve been sent by our Acumatica & Procore resale partner are not using this feature. Has anyone actually enabled this feature that would be willing to hop on a quick video call and show us how it works?

How does one return to the original width of fields after clicking "Fit to Screen"?

Our Lien Waivers have two trailing zeros.

Hello,I’m interested in importing our client’s Project budget by month into the Project Budget Forecast screen.  I have a lot of experience importing to Transaction screens, Profile Screens, and Preferences screens… but the Project Budget Forecast screen looks very different .The first step of designing any import is to manually enter the same transaction, and when I manually type a project and revision # in the Project Budget Forecast screen, the screen populates itself and resulting lines aren’t available for edit. The project fields are not populated to every line so I’m having trouble understanding how an import would work.Before I spend a lot of time figuring this out…. can anyone confirm if it is possible to import to the Project Budget Forecast screen??  Thank you.  

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?