Construction

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. 

Is there any way to use the unit rate specified in Project Revenue Budget below as billing rate in TM billing? 

I’m working on a generic inquiry that will ultimately become a report.  I’m joining PMBudget & PMTran so that I can report transactions for a period, total transactions, and budget info.  I’m doing a full join between PMBudget & PMTRAN wherePMTran.ProjectID = PMBudget.ProjectID andPMTran.TaskID = PMBudget.ProjectTaskID andPMTran.CostCodeID = PMBudget.CostCodeID andPMTran.AccountGroupID = PMBudget.AccountGroupIDThe result is giving me all records from PMTran and is correctly populating nul amounts for the budget items that haven’t been budgeted.  But I’m not getting records where PMBudget has a value and PMTran doesn’t (ie, I’ve budgeted for an amount but haven’t incurred any costs yet).The Full join should populate both sides of the join with null values but isn’t.The impact is that the query is showing the total costs for a project but not the complete budget.I’m sure I’m missing something.  Any suggestions? 

Customer upgraded to 2024R1 and in a SO - associated with a Project, when a customer location is change on the SO header the project disappears, and disassociates all the details lines Project and Project Task. 

Has anyone thought of a way to track project lien rights expirations based on last labor or materials furnishing date and open AR invoices? An example would be if I last furnished labor on a project 80 days ago (last Project Transaction date is 80 days ago) and I’m still not paid (the AR Invoice is still open) and based on the project location State lien law I have to file within 90 days or I lose my lien rights.  I would like a Business Event to trigger an e-mail subscriber giving me 10 days to get my lien filed.Right now we’re doing this manually by reviewing the last Project Transaction dates on projects whose AR invoices are late on the AR Aging report.  Sound doable in-house?  Go talk to my service provider?  Too complex for anyone to accomplish?  😁Thanks!    

Hi everyone, Does anybody have assets that they manage but do not own? We are trying to figure out where to put them in the system. Since we do not own them, they would not be a fixed asset.  Revenue would be received to manage the asset, which in this case would be a Cell Tower. We are in the wireless communications business. All input is welcome!! Thanks!  

Hello all! Looking for best practices and solutions in regards to updating the Cost budget of a project, We have around 7000-8000 active projects a year and on some occasions a Inventory product that we use may be discontinued. We would need to update and replace that item in bulk.  We would also potentially need to do this on templates for the projects in mass. As an example: if our builders are using a Sterling toilet tank and bowl and decided that they wanted to now use a gerber tank and bowl. We would need to mass change the templates for that builder (could be many depending on how many plans they are building) and the projects that could already be active and in some stage.  This is not just a part number change that we could alter the Inventory ID, this is a complete line change. we also use the system for sales orders and shipments and inventory so the parts touch that also. 

We automatically updated to 2024 R1 last night. Since then, the quote screen PM304500 is no longer linked to a printable report, as you can see here:Has anyone else had this problem? Any simple solution?

What if the vendor charged tax is different form the ISV calculated tax?  How does Acumatica handle that?  Is there a setting or configuration to do a tax adjustment?

Hi, I’ve created a Generic Inquiry titled “Project (Cost & Revenue),” and it runs smoothly. However, the pivot table takes a considerable amount of time to load.Could anyone provide insights or assistance on how to improve the performance of the pivot table? I’ve attached the GI and pivot table XML for your reference. Thanks 

I’m looking for a two step allocation where the first step posts a correction the sub account, then the second step would allocate to WIP. Then when the invoice is release have it auto release the WIP allocation, but not reverse the first step where the sub account was corrected.  I can get it to do multiple steps and post the first correction, then the second WIP Entry, but it’s combining them into a single Allocation and Journal Entry.I have it set to never reserve the first step, only the second step, which seems like should tell Acumatica those need to be 2 separate Project Allocation transactions.

My customer have some short terms Projects . Projects Last for 2 ,3 days . They uses employee and Equipment time cards for Posting project costs. The Challenge is since the Acumatica Time sheet is Weekly , they are not able to bill (T&M) the Customer when the project is complete . They have to wait until the week is closed.How others are managing this type of projects  ? Any suggestions ? 

When I run Allocations by Project,  I am getting an error message of  “ The given key was not present in the dictionary.” but only on one project.  All of my other allocations ran without an issue.  The project was setup from a template like all the projects are.  It only has one cost on it for the month. I checked the one cost that hit and there was nothing unusual about it.  Everything except the amounts and the customer appear to be the same on this project versus the other projects that ran without issue.  Any ideas of where to look for the issue?

In the Acumatica Construction Edition, how would I create a ‘punch list’ for projects?  Is that something done through Cases?

I am creating forecasts for our revenue budgets by period. I would like a way to create a dashboard where you could see the project forecast visualized by period (i.e. by month).Has anyone visualized a project forecast within a dashboard?Thanks!​

I have a scenario with projects where all costs over the course of the project are accumulated in balance sheet accounts. Once the project is mark as completed in Acumatica, all costs and revenues associated with the project should move from the balance sheet to the P&L. Ideally, this would happen when the project is closed and not when the AR invoice is released. Is it possible to use Allocation Rules to accomplish this? It appears that it can only happen on invoice release. Can I configure a rule that only allocates when manually exectued after the project is closed?