Construction

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?

Is there a way to filter the fields in a drop down list for a parameter in report designer to only show for a particular value  (e.g., only list invoices for a particular customer rather than all customers)?   We don’t want to use “Additional Sort and Filters” or filter the column since we want the viewer to get to the data without having to add filters.   Only want Customer 1 invoices listed in drop down for Reference Number.Thank you!

Hello community,I would like to know how can a user allocate a specific inventory for a specific project. i am looking if Acumatica can allow us to allocate qty for future purposes for a particular project.Thanks in advance.

My subcontracts grid, showing all records, shows incorrect Subcontract totals for many of the subcontracts.  When you click into the subcontract it shows the correct value.     

Hi Community,I have a requirement to update the project's revised budget based on a cost forecast and it should be subject to approvals. I have investigated the following options.Create a Budget forecast and update the revised budget. This is possible but the budget forecast does not allow it to collect approvals before updating the budgets. Create a cost projection and it is subject to approvals. However, it does not update the project's revised budget and it updates the projected budget columns.  Change Orders are not an option since it is not connected to forecasting. Do you have any suggestions for me to handle the above requirement? 

hi everyone,Is there an inbuilt report in acumatica where I could see all these information? Cost to date, Forecast Cost to completion (FCC), Final Forecast Cost (FFC), Final Forecast Revenue (FFR), Final Forecast Margin, and Monthly marginIf not, what is the closest possible report that I could find that would have most of these information?Appreciate your help.Thanks!

Hello all,I have a scenario to implement in the Project Accounting part for allocation:We us GL WIP A/c to hold unbilled AR. Then when an AR Invoice gets generated, this WIP A/c should be nullified. So, its like, we want to recognize revenue when the work is being done, not when the bill is prepared.Eg: if User A works 50 hours on job A.  And his billing rate/hour is $300.  Then the following calculation should be:                                           DR         CRWIP GL Asset Account    $15,000Revenue                                          $15,000Then when the Project Invoice gets billed this allocation would be reversed automatically.                                                          DR         CRWIP GL Asset Account                                 15,000Revenue                                          15,000 How can i get this scenario implemented in Project Accounting?Thanks in advance.

Hi,  Could someone assist me with modifying the formula in the attached project generic inquiry?I want the "Estimate Completed % field to display zero if the revised estimate is zero. Currently, it shows 100% even when there is no cost budget defined for the project. Please refer to the attached generic inquiry for details.  

Hello,We have had a couple instances where cost budget lines are added to a project by accident.  What's the best way to fix it, and is there a way to stop it from happening?We have two scenarios we happen.  We are implementing a new software for time tracking and the wrong cost code came over when we ran payroll, it added a 00-000 default cost code.  How can i fix that?  I looked at the GL batch and project transaction screen to see if I could reclassify, but there is only a reverse option (which seems a hefty lift option). The other scenario is an AP invoices.  Which those are easier to fix with a reclassification.Thoughts? Thanks,Jeremy

I need to add Sales Tax to the AIA report.  Has anyone done this and does anyone have a copy of the AIA.

Can someone help me with add new PO from project screen. It seems it is some kind of Acumatica configuration, but I can’t find it.What I have:Enabled change orders on Enable/Disable Features (CS100000) screen On Projects Preferences PM101000 enabled Internal Cost Commitment Tracking I tryed to change visibility for add button by customization project.  Button is appiaring on th screen but it is disabled all time It seems it is some kind of Acumatica configuration, I see in the videos it is enabled, but can’t find how I can do it.

Hi Team, add the Project number as a column in the Approval screen. I want to add the project ID to the approval screen based on the reference number. However, after attempting to map this, I'm not getting the desired result because the reference number is not saved as an ID in the database. Please assist me in resolving this issue.  Regards,Sagar

We are trying to determine which Activity types are the best to use for internal “chatter”/Messaging. In our testing we tried the Activity “Chat” - however it doesn’t show up on that specific project. Where does it go? I can’t find any help docs on the activity types that actually shows you how they work. 

Someone told me they heard in newer versions of Acumatica that you could convert a Project to a Fixed Asset.  I can’t locate any documentation that states that.  Can anyone tell me if that’s an option or maybe on roadmap for future roll outs? thanks

Hi,In the case of progressive billingfor our intercompany, I would have liked to be able to set the sales account setting from “customer", but I do not have this option. I have this option that I use without problems with T&M. Is there a trick to accomplishing this? (Ex: additional step of billing rule, or other).THANKS!