Construction

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.

Has anyone run into a situation where time entries that are entered within the “Weekly Crew Time Entry” screen are not showing / totaling up on an employee within the “Crew Members” tab? Process Overview:Construction team enters time by employee / project / task / cost code throughout the week. Teams are utilizing the “Weekly Crew Time Entry” to perform this and monitor for accuracy. They utilize the header of the “Time Activities” tab to track totals, and filters to ensure all entries are there. In addition, we have built a GI that gives a summary by project or employee for each week to also allow for quick review and validation of the entries before they are submitted at the end of the week. There are no customizations on this screen or process.Example of Issue:The team has been utilizing the “Crew Members” tab within “Weekly Crew Time Entry” to find Active employees with 0 time entered. But while reviewing some of the lines for employees, it has been found that not all the entries f

We have configured the project and payables settings so that the project and task segments are pulled into the sub account of any expense.However when creating the PO and adding a line with an item and project, the subaccount does not contain the project elements.  The same goes with the receipt created from the PO and the AP Bill.  They just use the same segment as the PO.It appears that the PO uses the subaccount definition from the Item.  But this definition does not include any project definition. Thanks James  

Hello all,I have been trying to get the billed qty rounded up by .10. How can I get the billable qty rounded up till this value?So lets say even if my billable qty is 50.30 it should get rounded up till 50.10 Thanks in advance.

Hi, we have a situation where we’re giving a deduct to the customer, and they want to see this on the monthly AIA billing as a separate line item. The only way to do this (as far as I know) is to create a different task, which we did. The original budget was 0, the CO budget is -7446. The billing reflects the -7446 and correctly hits our over/under account. However, the allocator doesn’t seem to like this at all and will not allocate this task, so my revenue is overstated by 7446, over/under is understated. I cannot change percent complete to -100%.The only options I can think of:1 - Do a GL or PM transaction to manually book the revenue and over/under billing against the task. 2 - Have the biller change the sales account on the pro forma to the revenue account as opposed to the over/under.3 - After the final billing, move the budget and correct the invoice. Anyone else run into this, and do you have a solution not mentioned above? 

Dear Members,I have duplicate screen of Purchase Receipt, I have different screenID but using same POOrderEntry Graph. when i add activity it open up and link to Standard PO screen. How to link to my Duplicate screen. when i click on Related Entity Edit Icon it open up Purchase Order screen instead of my Custom duplicate screen.  Thanks,Arun.

Would like to see a customization on attaching files to Purchase Orders and Purchase Order receipts automatically. When we enter receipts for our purchase orders, looking to see if there is a customization that will automatically match up the packing list with the receipts as well as, matching up the order confirmation with the Purchase order.

Is there a way to tell if an employee is missing from a rate table either before or after payroll has been processed?

Hello all,I have been facing an error whenever I try to load the PL of Projects it shows the following error: How to resolve this?I have customizations applied.

I’m working through the process of setting up NEW taskcodes for a project.  At the moment we have existing taskcodes and have 1) budgeted them, 2) created subcontracts, & 3) recorded invoices.Mgmt has now decided they want a difference set of taskcodes.  To do this I’ve:created the new taskcodes, updated the budget to set the old taskcode amount to zero & enter the new taskcode amount created a journal entry to record a reclass from the old code to the new. created change orders to reclass taskcodes from old to new.This processmaintained my GL reporting gave me the project reporting with the new taskcodes in Project Cost Reports and in the Project Cost Budget screen.  This includes budget, Actuals, & open commitments.But, when I look at the resulting subcontracts I still have “actual amounts” recorded against the old taskcodes.  The totals for the subcontract are correct but individual lines for the old taskcodes still have actual amounts. I realize that instead of journal

I’m recording a change order to impact costs but I can’t seem to control what period they are reflected in on the Project Cost Reports.  I’ve set both the Change Date & the Approval Date to 7/31/2023 but when I run the Project Cost Report the change only shows if I run it for the period 8/31/2024 (the current period).I need to be able to see this change reflect in the prior year’s period (July 2023).I don’t see a finperiod on the change order.  That’s why I assumed it would be driven by the Change Date or the Approval Date.