Construction

Question, we have a client that requires the need to bill different customers to one construction project ID? Is this possible? I don’t think so but wanted to check? Also, can change orders be imported into projects? Please let me know. If multiple customers cannot be linked to one project any suggestions? 

We have a few common dashboards for different groups created. We are setting them up as user home pages - however I don’t see a way to save the parameter filters to their specific Branch/project manager. Is that possible instead of having to select it everytime?

When posting our payroll entries, we are utilizing additional Account Groups for tracking between Regular and Overtime labor. Often our projects do not anticipate or budget for Overtime, and the transactions get posted creating new cost budget line items to reflect the amounts. I know about Recalculating Project Balances to get the Actual Quantities to pull forward, but doing so requires that a UOM be applied to the budget line item. Is there a way to set a default UOM for new budget line items based on Account Group or other? I’m hoping that it’s a setting in the background I’m just not familiar with as that would prevent the need for constant spot fixes and balance recalculations. 

Hello all,We are new to Acumatica (Construction Edition).  We are running 2023 R2.  Does anyone have experience with processing joint checks in receivables? We are a subcontractor and the GC issued us a joint check to us and our vendor.  We endorsed it and sent it to our vendor.  Now we need to apply this to AR draw as well as AP bills.  There doesn’t seem to be an easy (or any) way to do this.  All we see for joint checks is to issue a joint check for an AP Bill.  But we are looking for information on how to handle incoming joint checks.  Any pointers are appreciated. 

In Projects screen (PM301000) When I click the Status changed to Active State (By clicking the Activate Project the status Change to active from In planning) , I need to Create a Task (CR306020) in the activities tab add added as a row to it. also I need to pass some parameters from summary tab to  task form. like;PMProject.ContractCD = CRActivity.SubjectPMProject.StartDate =CRActivity.StartDate_DatePMProject.OwnerID = CRActivity.OwnerIDbelow is the error I'm getting and the code any help to resolve this sss using PX.Api;using PX.Data;using PX.Data.DependencyInjection;using PX.LicensePolicy;using PX.Objects.AP;using PX.Objects.AR;using PX.Objects.CA;using PX.Objects.CM.Extensions;using PX.Objects.Common;using PX.Objects.CR;using PX.Objects.CS;using PX.Objects.CT;using PX.Objects.EP;using PX.Objects.Extensions.MultiCurrency;using PX.Objects.GL;using PX.Objects.GL.FinPeriods;using PX.Objects.IN;using PX.SM;using System;using System.Collections;using System.Collections.Generic;using Syste

Hello Everyone, I am new to Acumatica and will need your support.Please is there a way to fix the below error message on Acumatica? I got the error message when I tried to download the project cost report (PCR) Regards,Femi Orekoya

Hi, is there any thing that i can make through this screen? or this screen were mend to show the summary in details on access right ? I though this screen can set access right for screen in personal, am i right ? because when i click on revoke, it just pop out role assign to that user and inherited and computed access right status. only display, no setting involve ? 

Hi, In timecard Approval we use Task Approver if it exist, if not we use Project Owner.Is it possible to do this for Purchase order and AP bills? I can reach task approver(((Transactions.TaskID.ApproverID))) in Rules Actions but I cannot reach it in Condition (E.G: If no task approver then use Project Owner)?Thanks!

Is there a project summary table by period?   Currently using PMTaskTotal  for a backlog GI but it is project to date and I am looking for a summary table by period.     

I find it cumbersome to have to open each project and update the % complete on each task, then move to the next project, so I want to make sure that I am not missing something obvious.  Questions:Is there a way for the system to automatically calculate and update % complete based on actual costs/budgeted costs?   Most project accounting systems seem to have that feature out of the box. Is there a way to update % complete for multiple projects/tasks at a time?  Perhaps via some sort of importing function?Thanks in advance!

Is it possible to add multiple tasks to a revenue line on a project? For example one revenue line consists of a quantity of 5 and there are 5 tasks that need to be completed to fulfill it. As they are completed project billing would be run to capture the payment and update the revenue budget  We are new to Acumatica and trying to trying to take advantage of the project functionality any guidance or suggestions would be greatly appreciated. 

Hopefully I am missing something obvious - Is there a report or GI that can show unbilled project lines for all projects and their expected billing amount when project billing is run?   I supposed I can build a new GI or modify existing Project Transaction Details GI to allow filtering on the Billable and billed fields, but don’t see a way to show the expected billing amount based on billing rule and rate table on each task.Also I need to see available Progress Billing lines too, which are available in Project Transaction DetailsThanks in advance.

After running allocation, the user finds out that they didn’t update/enter certain rates in the rate table.  Once they fix that, is there is a way to correct previously calculated allocation results?  Or does that have to be done manually?This question would apply to changes made to Allocation methods after the run as well. Thanks.

Is it possible to generate an invoice out of Receivables and code against a project BUT to a different customer than the project is setup to?  Right now it appears there is a hard restriction that only the customer on the project can be selected in Receivables invoice screen in order to charge to that project.Our use case as a contractor is that we occasionally do additional T&M on-site work that one of the other subcontractors request of us ( hauling off their debris in addition to ours or digging a quick trench for them) We generally like to tie any billing/revenue for this type of one-off T&M work back to the project, since its generally small and our costs for us to do the T&M work are generally lumped in within larger scope of work for the main Project/Customer.   As noted above we would generate this T&M invoice, and receive payment from the third party subcontractor and NOT the customer listed on the project.  Any suggestions on how we could do this?thanksSteve 

I am getting an error when trying to delete an On Hold AR Invoice that’s created from a pro forma invoice.  See below.  The message seems incomplete and makes no sense.  I need to recreate the proforma invoice to factor in the updated bill rate.Does anyone know why and how to resolve?BTW, is deleting and regenerating the pro forma invoice the best way to correct billing rates?   In my example, some rates have been changed and added in the rate table after the proforma invoice was processed. Thanks for your time and input in advance. 

Just upgraded from 2022R2 to 2023R2 as we were pressed that our current version was rolling out of support.  We use the Construction Edition, 2023R2, 23.208.0026 upgraded to this build on 5/14/24.PROBLEM: Inventory Module, Recalculate Inventory Process.  Enter the Warehouse, Inventory ID, Item Class of the item, and check the Rebuild Item History Since box and enter your desired date from which to recalculate.  Next, select the "SELECTED" checkbox in the grid next to your listed inventory item(s) that you wish to recalculate the inventory for.  Select the "PROCESS" button to execute the recalculate inventory process.  The process displays a “Failed” error notification panel.  Error message says: “Operand data type NULL is invalid for max operator.”  All of the Qty information display in the error panel is incorrect as well. (Screenshot inserted, but error message provided in case the image doesn’t get included).  Opened a case with our Partner.  They could not figure this out and escal

Our client came across a scenario where they marked several daily field reports as complete, but didn’t un-check the “hold” box on the labor time and activities. This prevented the labor from appearing in any “mass release” workflows and, ultimately, from posting to the projects. I would anticipate that being an automatic link - when the daily field report is complete, so is the labor time and activity. But this appears not to be the case. Has anyone else come across this? If so, what workflows have you used to monitor and/or prevent it?

Project Stock for Serial Items.We need to show the Project Stock for Serial Items.I have the INCostCenter and INCostStatus to get the project stock. The INCostStatus has a lotSerialNbr field but with no value.The serial number is available in the INLotSerialStatusByCostLayerType DACThe DAC INLotSerialStatusByCostLayerType contain no incoming or outgoing referencesWe want to show in a GI the details as per the Inventory Summary but add in the Project IDThe following link give me the stock but duplicate the Serial numbers. What am I missingRetha

I have a customer that paints the lines on roads that is using the construction edition that wants to know for billing purposes how much material he has used by the meter so he knows how much to bill. They also want to track this material costs and labor out in the field so they can track actuals against the estiamte/budget. Does anyone know how Acumatica can handle this or a if there us a 3rd party solution out their that might be able to help

I have a customer that paints the lines on roads that is using the construction edition that wants to know for billing purposes how much material he has used by the meter so he knows how much to bill. They also want to track this material costs and labor out in the field so they can track actuals against the estiamte/budget. Does anyone know how Acumatica can handle this or a if there us a 3rd party solution out their that might be able to help

How is everyone handling retention billings with the Acumatica generated AIA billing form?  It is my understanding that if you have several periods of billing, you will get a separate billing form for each one. Is there a way to get one retention bill?  

We’re about to start our first phased construction project & I’m struggling to figure out how to get it set up.  We use (what I think) is a pretty standard NAHB set of cost codes that follow a 5 digit format where the first two digits are the major categories and the last three are the detail description of the cost.  So we have:01-000 general requirements 01-310 project management 01-510 temp power 02-000 site works 02-100 demolitionand so on.  The major categories from 01 thru 29 are hard costs.  30 is land costs.  40 and beyond are soft costs.At present we enter all five digits into the costcode field and duplicate the first two digits into the projectTask field.  This allows us to get subtotals for the major categories (but we can’t get totals for hard costs, soft costs & land costs).As we start planning on an upcoming phased project I want to drop the redundant data entry into the projectTask and instead set up task codes for each phase.  But, when I look at the Project re

Hello all, For those of you using Procore, where are your invoice approvals?  In Procore or Acumatica?  I’m trying to figure out which is best. We currently use Timberscan Titanium for invoice approvals but Procore doesn’t integrate with Timberscan yet, even though it’s on their radar.  I would appreciate your thoughts! :) Thanks!Kay HoweJackson, Ohiokhowe@stockmeister.com

Hi Acumatica and Procore users, Do any of you know when the release is coming out where Contract and Sales amounts feed from Procore to Acumatica?  I understand that it’s Q1 2023, but when? Thanks, Kay  

Is there any way to customize Acumatica’s pages .cs code inside the customization projects or VS? For starter I would like to get rid eye hurting red color of Approvals screen.