Construction

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?

We need a billing rule for mileage.  There is no cost transaction.  I guess we enter the actual mileage qty in project transactions.  Rate would be defined by the project revenue budget unit rate.

The AR invoice for projects is showing the same inventory IDs on different lines because they are for different project tasks. Is it possible to adjust the report format so that it groups those lines into 1 line per inventory ID?I’ve tried playing around with the groupings but that is not working-I get a separate page for each inventory ID (and it still has more than 1 line).

Hi Everyone,Our relationship with CFMA continues to provide value to the Acumatica community.For the past few years, CFMA has been working with AEMP (Association for Equipment Management Professionals) to create the Heavy Equipment Comparator (HEC) – a product that provides benchmarking-type data for management of heavy equipment fleets.I’m attaching the HEC Executive Summary.Currently, CFMA has re-opened the survey to collect industry data. The survey will close Nov. 15.CFMA and AEMP are asking heavy highway contractors to participate in the Heavy Equipment Comparator survey, which can be found at http://hecomparator.comHeavy highway companies are encouraged to provide any information that is available, whether it be financial metrics or shop data.If you have any questions, feel free to reach out.Thanks.Joel

I’m looking for a couple of fields in the construction project portal:Customer Project Contact in Construction (which would pull from Customer Contacts) With the ability to have that contact flow through to invoices/change orders etc. Customer Reference Number for Projects. Again, we have a built out user defined field to capture this. But the reference number does not automatically flow through to billing.Has anyone else noticed the lack of these fields? Is everyone creating User defined fields? I’m just surprised these fields do not come standard ‘out-of-box’

I want to know if Acumatica can stop overbilling on a subcontract?  I am wondering if you can set it up like a zero tolerance PO where if I exceed the amount on the subcontract, I must either reject the bill or enter a change order for the subcontract in order for it to allow the billing.

We are trying to generate Purchase Orders from a Sales Order using the Create Purchase Order form.  The issue we are encountering is the customer from the Sales Order is the same as the Vendor for the purchase orders.  Yes, need to buy items from our customer to create a complete package.  System won’t let us select the Vendor in the Create Purchase Order form since its the same as the Customer field from the linked Sales Order.Also is there a way to unlink the customer and vendor?

Hello all,I would like to know your suggestions/solutions on how one can resist the corrected time entries to not be included in the AR Project Billing. So as of now if anyone releases a time card, a project transaction is created. But lets say if I need to decrease the time spent on that time card, so I would be required to make a correction in that time card → it’ll create a project transactions & when I would run the Project Billing, the negative adjusted amount would also be displayed on the AR project Invoice. How can I remove this negative qty?

I don’t understand why a change order we have in ‘Canceled’ status would contribute to the ‘Potential CO Amount’ in Project Balances.  We canceled it so that we had the history of what we originally priced, so it is worth while to keep the data around (rather than deleting), but it shouldn’t contribute to ‘Potential’.  Is there a good reason for this that I'm not understanding? 

Is there a way to define the markup percentage (%) at the project quote level?  E.g. I have an old quote that I need to modify and I would like to change the mark-up percentage from 25% to 40% to cover material cost increases.  Is there a way in the system to do this?  Attributes?

Can you change the status of a payroll check you accidentally voided?

I need to print all subcontracts related to one project for an external auditor. I tried to enable mass actions into a generic inquiry to be able to print all sub contracts related to the specific projet. Unfortunately, it always print only the first sub contract. Even if I select all and select print all, there is only the first printing. I have over 200 subcontracts to print so going one by one is time consuming. Anyone can help me with this issue?  

Is there a way to include a table that is embedded into the “Detailed Description” tab of the change order in the Change order print? (please see the attached image)

 i created GI for my subaccount first 5 line is not data contained from my system, i already checked in my segmented key values, no values found keyed-in as per my screenshot. help me, is there any wrong realtion i created that make this value appear ? 

Looking for what some others are doing in this area when it comes to Projects in the construction arena and rental equipment or company owned equipment. Historically we have tracked equipment (Containers, Skid Steers, Lifts, etc) by the rental company site or excel sheets. Now that we have moved into acumatica we would like to have one place to track thsi info but be able to tie it to the project in Acumatica while building out a dashboard for the staff that maintains this info. My initial thought was the equipment model in Services but that seems geared more towards equipment you are renting. Next I though maybe a something similar to the compliance model to track and be able to use that GI for a Dashboard.  Curious to get some feedback from the community on what you may be doing or ides on how we could best accomplish this in the most effective manner.

We are using the contacts tab under projects and noticed that the phone number pulls in without any dashes. Even though this pulls directly from the customer contact, which shows the number formatted correctly, for whatever reason the formatting does not pass through to the project contact tab table. See attached. Phone number shown under the project contacts tab is not formattedContact record where the project contact is pulling from shows formatting. We have the information from the project contacts tab pulling to a report and would like to have the phone number formatted correctly. I’ve tried every format option in report designer that I can think of (or found based on searching the internet) and nothing is working. Does anyone have any suggestions on how to get the correct formatting? I’m assuming having it corrected on the project contacts tab would have to be an Acumatica thing, but surely there is something in report designer I can do. How phone number pulls to our report 

Using 24R1 - After creating a proforma invoice from the Run Project Billing action, we add additional services to the proforma.  When we add the non-stock item (service), the description is blank - it doesn’t populate with the description from the non-stock item screen.

We work with construction companies that work on projects for Insurance claims. In these cases, part of the project is paid by the insurance company and part of the project is paid by the homeowner. Do you have any suggestion on how to manage this type of situation in Acumatica, where we need to invoice 2 different customers on the same project.Thank you

Hello all,We are a general contractor about to go live with Acumatica soon and I was wondering how people are handling revenue and cost recognition and accrual at the end of the period. Our current process for cost is issue POs/Commitments and “receive” them (even though there is no stock).  These receipts are three-way matched to AP bill.  We then accrue open receipts and the end of period and reverse the accrual automatically. The incurred cost is AP bill + Open Receipt.  Our current ERP lets us receive stuff without managing inventory.  Then the process for revenue is to calculate Earned Revenue as (actual incurred expense/budgeted expense * budgeted revenue).  We accrue (Earned Revenue - Billed Revenue) and reverse automatically, either as Revenue or Billings in Excess of Revenue.  This process is in-line with GAAP and is approved by our auditors.The above is mostly done via manual entries except accruing open receipts.We are trying to figure how to implement this in Acumatica.  It

Our company (construction) is thinking about getting Velixo and there are a couple key things that Velixo could help us with, but wanted to hear what other things Acumatica users like to use Velixo for! 

We have a large landscaping client who is migrating from General Edition to Construction Edition. Implementation has been paused, however, because the client is disappointed in the lack of functionality of estimating. We are now vetting ISVs. ProEst is a possibility. RedTeam is only serving commercial contractors. Does anyone have any other suggestions for an ISV? One function our client needs is the ability to drop estimates into projects (not sales orders).

We currently have the company tree setup in Workgroups for Visibility of timecards and expense receipts. We would like to set up something similar so an Operations Manager can see all of the approvals his direct reports have in their list.  Do you have to set up something in the Approval Mapping?  Or can this be done an easier way? Thank you.