Construction

Hi!I have clients wondering if there was a way to track change requests per project in numerical order?  Right now, the numbering sequence is global for all projects but some clients are interested in knowing what request number one specific project is at.  I was thinking I could create a UDF or attribute but that would involve the user knowing what the last change request number was which doesn’t seem efficient.  I was curious to know if anyone else has had this come up or has some creative ideas they could share!  Customization is a possibility too but multiple clients have asked about this functionality so might be nice to add it to the core product :)

Hi Team, PXSelector not filtering code value . For Ex, If PXSelector Code is have text value as “Main” for two records means if select the 2nd item always it is saving 1st item.  Regards,Sakthi

Hello Community,I have been working on Allocation Rules but I am not able to setup a specific description for the Allocation records generated in Project Trxns screen.  And my Allocation rules description that I have setup is:  What is ti that i am missing here?

Hi All,Do we have a place to record BOQ on Acumatica - Module Construction?We sell ceiling (Material UOM = Panel) for project X (1000sqm). On the construction, the UOM on the contract will be sqm and the UOM of the cost will be material UOM.we need a place to record conversion from Material UOM to contract UOM. Quantity Surveyor will do the take off and fill out this infor. 

I have overtime rules set up for anything over 40 however after calculating the payroll batch I am not seeing where the regular hours are converting to OT for the excess hours. Where can I confirm that the appopriate hours are allocated for OT. I am currently looking at paychecks and adjustments

Hi Team, I added two custom fields, one on the project screen and one on the quote screen. I want to transfer values when a project is created from a quote. The fields are using the DACs 'PMSiteAddress' and 'CRAddress'. For the 'PMSiteAddress', I've created an extension class 'CRAddressExt' to add a custom field 'usrCounty'. Similarly, for the 'PMAddress', I've created an extension class 'PMAddressExt' with the same custom field 'usrCounty' public class CRAddressExt : PXCacheExtension<PX.Objects.CR.CRAddress>{#region UsrCounty[PXDBString(155)] [PXUIField(DisplayName = "County")]public virtual string UsrCounty { get; set; }public abstract class usrCounty : PX.Data.BQL.BqlString.Field<usrCounty> { }#endregion}for project  public class PMAddressExt : PXCacheExtension<PX.Objects.PM.PMAddress> {     #region UsrCounty     [PXDBString(155)]     [PXUIField(Dis

We are a company that creats our own literature type material. We are currently moving towards using projects to track our expenses for the various things we produce. With that, we also make a number non-stock items. Is it possible to add/link machine time to a project? I figured out that I can list a certain machine as an equipment and then submit an equipment time card that’s linked to a project to add the correct expense to the project. But I’m not sure if there is a better way to get the same result. Any ideas?Thanks for your help

Hello all,I have been trying out to let the system calculate & display the Actual Income section of the Projects before creating an AR Invoices. So I would like to record Unbilled AR and display that figure under Actual Income.I have a Time & Material project, so I create the project transactions , not posted to GL, using the Employee Time Cards.Now I would like an Allocation rule that would post a GL transaction as:                          DR                CRUnbilled AR       800Revenue A/c                         800And then the Actual Income gets updated to 800.And then when we generate the AR Invoice/Run Project Billing then the Unbilled AR should get nullified. How can we get this done?

How is retainage treated?  In D365 F&O, there are two options – full amount and full amount less retainage.  What options are the in Acumatica? Is there functionality to accrue tax differentials?  In D365 F&O, there is a feature for Post Positive Sales Tax Adjustment as Use Tax and when this feature is enabled, SureTax will accrue tax differences.  For example, if vendor charges sales tax of $10 and the tax platform calculates tax of $15, the $10 sales tax is included in the vendor payment and the tax platform will accrue $5 use tax.  Is there similar functionality in Acumatica?

Hi There,I tried to test Acumatica Cloud ERP 2023 R2 T5018 E-File. I kept getting an error and not able to process. Could you please review and advise what does this error mean? 

Does adding the labor time and activities on the daily field report replace having to enter weekly crew time or an employee time card? Or how will the weekly time activities feed into the daily field report without manually having to add them

We began importing our labor costs and hours into our projects through Journal Entries from our external payroll system and didn’t realize for the firs 5/6 weeks that if we do not have a UOM in the Journal Entry it doesn’t populate the hours into the Actual Quantity column in the cost budget on the Project. Journal Entry TransactionProject Cost Budget LineDoes anyone have suggestions on the best way to populate the projects with the hours without duplicating the journal entries since the journal entries do show the quantity when you look at the project transactions?  I don’t want to end up having the amounts duplicated if the Actual Quantity field woul

What user access role do you have to have to be able to see the Project Management features once enables. I have the Project Manager checkbox selected for my PM but he cant see the PM module menu items such as RFIs submittals daily logs etc

Is there a video or webinar on crew time entry?

How do we release retainage on multiple invoices at one time and reference 1 retainage billing invoice rather than each individual contractor pay application, that would then go through the approval process once, rather than for each contractor pay app? 

I am looking to create a Chart for a dashboard that displays labor hours by project. I am trying to run the DB Project Time Detail report and I am getting this error message. Does anyone know what this means? 

We keep getting the below error while trying to Run Project Billing.  We clearly have pending invoice amounts entered.  We just updated to a recent version of Acumatica last night, so I’m wondering if that could affect this? This does not happen on all jobs though.  

I'm exploring alternative methods for calculating revenue projections for construction projects.Currently, we rely on a straightforward method using GI that looks at the end dates on all revenue tasks, the sum of the tasks ending in a specific period serves as our revenue projection. It's a simple and effective approach.Why I’m looking for something different; Project management programs that integrate with ACU are limited, and not all of them integrate with project tasks. It's worth mentioning that we currently use SmartSheet to manage project task dates. While this integrates with ACU, it's proving to be less scalable due to inadequate support. If I can find a different means of calculating our revenue projection, then I’m not restricted to the limited PM tools available. Please provide suggestions and insights regarding alternative methods or tools that might enhance our revenue projection processes. Your input would be greatly appreciated.

Looking for some guidance on how you guys create change orders inside of Acumatica? For my state contracts, I have to itemize out certain things for example:  I can’t just put:  Labor 100 hoursI have to put: Operator 50 hours Laborer 50 hours With this said, Acumatica does not “like” or “allow” you to create multiple line items for the same account group and cost code so how can I create an intemized change order if I can’t do this? Help! @CJohnson15 tagging you here so you can see the responses :) 

When I need to add/revise a line of a PO, I get an error.  It’s been happening when I try to enter an AP bill as well.  I’ve looked at the vendor profile and viewed the account, made a small change then saved.   Then changed the vendor in the PO, saved, and changed it back, but I cannot save the PO and the error continues to appear.   Anyone know how I can correct this?    

We have a request to add the Inventory Id to the Journal Transactions by Period report?  Would this be possible?  It is not a traditional GI, so I am not quite sure where to begin. 

We have a request to add the Inventory Id to the Journal Transactions by Period report?  Would this be possible?  It is not a traditional GI, so I am not quite sure where to begin. 

We have an employee that has completely changed their first name and last name, and I have been asked to update Acumatica as such.  Is that possible?  I would prefer to change the name information in the Employee record as well as in the User record instead of creating a new profile with the new name.   All suggestions welcome!! 

Hello, I want to ask if any way that I can get the unit price mark up automatically base on the last unit cost in Project Quote ?  

Hello All,I have been looking out for ways to reverse an AR Project Invoice that has been generated via Progress or Time-Material Billing rule. How can we achieve this? Thanks in advance.