Construction

Hello, we have found that the Budget vs Actual by Cost Code report (PM625000) is duplicating the Actual hours for certified jobs because Acumatica adds a 2nd line item for the fringe rates with the same amount of hours on Employees’ earnings tab of their Paycheck.Has anyone found an easy work around for this or is there another out of the box report that would complement this report to get the correct Actual certified hours?

I need help reversing a time and material invoice which has an incorrect date.   When I go to the ProForma invoice to do a correction, it is telling me “You cannot make corrections to the pro forma invoice because it has at least one time and material line”.  All lines are time and material.  How do I reverse this invoice, is there another way?  I have looked everywhere for an answer, please help. 

I need to write off a portion of an invoice however the system only allows me to write off the entire invoice. Is there any workaround to this? Thank you

Hello,I have a client using Acumatica payroll and Construction. The client also has Union payroll. On T&M billed projects, they bill labor dependent on the 3 below items:Labor item (Journeyman, Foreman, General Foreman) Earning Type (RG, OT, DT) Union (SheetMetal, Carpenters, etc)The current Rate Tables in Acumatica only go as far as Inventory item. I know I could create a non-stock item for each rate type and union, but that’s not feasible for this client.I have created a very long IIF statement in the billing rule that works but it’s too long, the system cuts it off after 4000 characters. Is there a way to create a Rate table based off of these 3 items that I’m not seeing?

After upgrading to 2023 R2, our Subcontract Audit report now adds Debit Adjustments to Paid to Date totals in addition to reducing Billed to Date total. Therefore, outstanding balance calculates incorrectly because it’s duplicating the reductions. Our implementation partner does not know when this will be fixed and is asking us to pay for them to modify the report. I don’t think we should be paying for something that was incorrectly programmed by the developers.Has anyone had the same issue? Were you able to fix it without paying a third party? If you did, would you be willing to share the fix?

HiI have a client who will be using ADP for payroll that plans on bringing in project related details using Project transactions.  The client has project specific rates for items and that works great for regular hours but occasionally they have overtime rates that need to be billed to the client.  What would be the best practice to accommodate the different billable rate? is it possible to have more than one rate on a rate table for the same item? One thought was to create a second non-stock item for each of their labor items to account for the overtime rate.  The client and I weren’t loving this option but were willing to explore. i’d love to hear what the community's thoughts are and what you may have done in the past? I appreciate your help in advance!

HiCan I Restrict Labor Item on Employee Time Cards for Project and Project Task.Note I have Selecting the check box : Restrict Employees on Project Properties SectionThis restrict Ilse to capture time to the project.Now we need to ensure that she only capture time for a specific labor item specified to the Project and Project Task?The Labor Rate (ScreenId=PM209900) has been defined per Project for the employee and per employee not linked to the project.Retha 

Is it possible to create a transfer order in Sales Order for the supply of inventory for a project?The transfer form allows for a warehouse to be selected and then the field below is “project” but it seems to accept nothing bu project X.Project inventory is enabled and the project setting for inventory tracking is by location. Thanks James 

Good day,I am getting an error message (with no information) when I tried to delete an in planning project,  The trace is showing some issues with table.  I am unfamiliar with troubleshooting these types of issues.  Please see the trace details below.Any assistance we would greatly appreciated.  These are projects entered prior to the upgrade to 2023R2.Thank you.EvanSystem.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.   at System.ThrowHelper.ThrowKeyNotFoundException()   at System.Collections.Generic.Dictionary`2.get_Item(TKey key)   at PX.Data.ReferentialIntegrity.Merging.ReferenceMerger.MergeReferences(IEnumerable`1 mergingTypes, Func`2 getReferencesFor, Boolean childrenSubstitution)   at PX.Data.ReferentialIntegrity.Merging.ReferenceMerger.MergeReferences(IReadOnlyDictionary`2 collectedReferences)   at PX.Data.ReferentialIntegrity.Merging.TableMergedReferencesInspector.<>c__DisplayClass3_0.<.ctor>b__0(Task _)   at System.Threa

hello all,I am looking for ways to let Acumatica run the Reverse Allocation automatically whenever an AR Invoice is generated or released. I setup the following allocation rule, but I am not able to see if any reversal trxn has been generated anywhere. I would like to run the reversal automatically like it does to create an allocation Project trxn.

Hi!I’ve edited the project profile name to say “Project Hub” similar to the construction presales engineer demo:I noticed this shows up fine in some areas but in other areas it shows up as the original name “projects” when i drill into a specific project, we noticed that it only says Projects, not Project Hub (the link works fine, just visually I would like to see the updated name): this is what it looks like in the construction golden demo video: Am i missing a step or is this done via customization? I appreciate your help in advance!

I have a local instance set up with Sales demo data and in the projects dashboard, there is a jobsite camera (Truelook) but all it shows is a gray/black screen.  Is there an example where I could see what a job site camera would look like in the sales demo? Here’s what it looks like for me:  

Hello, is it possible to use a project attribute in a approval mapping? Below are some screenshots of the approval mapping, the attribute is a field with entry mask as number.  Approval mapping:Attribute setup:Thank you,Kage

Hello all,Do we have an GI or Report for check out the logs for Change Management? Thanks.

Hi!We are running Acumatica 2021 R2, Build 21.212.0039.After clicking through the following, we are getting the error.Open Project Switch to Activities tab Select Create Activity Select Create NoteError: An error occurred during processing of the field Project value PUBMID-000066 Error: Project 'PUBMID000066' cannot be found in the system. Please verify whether you have proper access rights to this object.Per Site Map, looks like these screens are in CRM module so hoping that is not required since we are able to use some Activities from Invoices.Thank you,Dave Z

Hello, I am currently working on integrating hard stops within the compliance section of Acumatica to track change orders, insurances/expiration dates, and executed contracts on a commitment level. Would anyone know how to implement hard stops within Acumatica or direct me to any useful resources? For example, if we try to process a payment that would exceed the commitment level contract price, we would like it to present a warning note saying, “payment cannot be processed because exceeds contract price”. We are exploring and testing Acumatica’s capabilities to become more effective with our technology. I would certainly appreciate it if someone that has the knowledge and experience with this before, please direct me in the right direction. Thanks again.Brayden,

Hello all, We have many tasks on our projects. They get completed, but not always on the day the work was done. I can set the end date, but when using the Complete button it updates the date to current. Is there a way around this?   Thank you

Inventory on hand in Main - General - Table 1 is a quantity of 110.  When entering an inventory issue all is well until inputting the task, then quantity disappears.  What is wrong?Please see attachments.Thanks.  

hi all, When I select one task and click on “Complete Tasks”, all the tasks get 100% completed. If this was accidentally done, and the user has saved the changes to the project, is there a way to go back to the original completed % of the task ? One of my customers is asking.  Appreciate your inputs. Thanks, Ash

Hello I need some help…Project billing In Revenue Tab- Why does a duplicate line Item show up after  original  line item has been billed.

Is there a way to restrict inventory id to certain projects.  we use non-stock inventory items to purchase item to projects or service orders.  Service orders use a specific inventory id so it will direct the costs to the proper gl account for service orders.  We have another inventory id used for purchases to projects to direct those costs the a gl account for projects.  the problem we are having is that technicians are not using the correct inventory id, the the costs are going to the wrong GL account.  any ideas on how we can restrict what inventory items can be used where?  My first thought was to only allow the service order id to only be allowed to project x and the project id to not be allowed to project x, but I can’t find a way to restrict it.   This situation is really causing a lot of reclassifying of transactions.  please help.Andrew

Are we required to use Account Groups for Project Accounting?  Since only one Account Group can be assigned to a GL Account, we’re finding that it’s requiring another level of detail on projects that we’re not really wanting.  Trying to determine if we can stop using Account Groups.

I'm making a customization for adding export and import features to a page.I used EPPlus packages to do that.However, when I transfer my customization project file to another Acumatica website. and when I Publish, it shows the error that the project does not have  EPPlus packages. So I used the custom file feature to add EPPlus packages so it can be published on any website.However I got an error Failed to resolve method reference: System.Void OfficeOpenXml.FormulaParsing.ICellInfo[0...,0...]::Set(System.Int32,System.Int32,OfficeOpenXml.FormulaParsing.ICellInfo) declared in EPPlus.dllEPPlus.dll Failed to resolve method reference: OfficeOpenXml.FormulaParsing.ICellInfo OfficeOpenXml.FormulaParsing.ICellInfo[0...,0...]::Get(System.Int32,System.Int32) declared in EPPlus.dll When I add Bin/EPPlus.dll to custom Files, I get the above error when publishing customization project.The problem I am facing is is there any way I can add the EPPlus package to my customization project?

We use OCR to process our incoming invoices but it doesn't populate our projects.  Is this a deficiency in the product or a lack of configuration on our part? TIA.

I have access to the support portal and can view my cases.  How do i add a coworker to this so they can also access all of the casese in the grid?