Construction

Have a question on how to deal with change order costs:  I will use an example of a time and material ticket.  We have a dummy cost code setup for change order costs that happen before an approved change order is processed.  Therefore, we have a dump code that is accruing change order costs and then I’m going in and entering the cost budget side AGAIN when the change order gets approved.  Not only now am I doubling the costs but Acumatica does not know that the costs in the dump code are related to a change order - it’s getting bundled into the original cost budget.  How can I handle this so that these costs can at least go towards the change order after the fact? 

We are having an issue with the AIA Report (PM644000). When we have the Project Tasks selected to be “Invoiced Separately”, the Main page of the AIA Report is including the entire contract values (all Project Tasks), instead of only including the amounts for each specific project task. The Continuation page is exact & only shows the Project Task that is being invoiced.Is there an easy way to have the AIA report be project task specific when Invoiced separately is selected?  Let me know if you have a better idea, or need clarification. Thanks, 

We create a service order from the project.when activating the project to create a service order, we are encountering an error on the project screen.We added the billing rule in both the summary tab and the tasks tab.  

Hello, I am trying to set the billing rule for labor task. I need the actual quantity multiply with 100 but the in the proforma invoice the it keeps setting the wrong unit price. Can I get the solution for it ?Thanks  

The Requests and Requisitions forms do not have a project and task column in the detail grid. How do I create a request or requisition that’s for a specific project and task such that, when the purchase requisition is converted into a PO, the project and task values are automatically included on the PO?Thanks!

Has anyone had challenges with the out of the box reports in Acumatica when they do a system update?I always used the “Employee Hours" Report in the Construction Module to keep track of the amount of labor in the jobs. This is just one example of a report that no longer works after Acumatica did an update.It now produces nothing: Another report that I copied, edited, and saved on my own no longer shows the cost in projects.Acumatica updates can be frustrating.

Hi,My requirement is to catch the warning raised by Acumatica on the Purchase Order Screen for Order Total field. If there is a warning message regarding budget exceeded, I need to convert it to an error and stop the Release From Hold Action.I implemented the code but it works only one time the button is clicked, the next time the button is clicked, since the warnings from Acumatica are gone, the code does not work.Steps:On Page load, there is a warning on the field Order total (The project budget is exceeded. For details, check warnings in the document lines.) Click Release from Hold button, error message is shown and the field is highlighted - Working as expected. Warning messages are lost because I raised exception. Click Release from Hold again, I am able to proceed since the Acumatica Warnings are not there after step 2.Is it possible to retain the warnings as well as shown a message to the user at same time?

Hi Experts,I would greatly appreciate any assistance in resolving this issue.I've developed a selector to display project tasks with a task type of cost. Additionally, I've created a custom attribute to mimic the functionality of the Revenue task field on the Cost budget tab, as we require the same functionality.I can successfully retrieve the task IDs into the selector. However, upon hitting save, the selector displays values like '-2147483646' or '-2147483647,' which I believe represent old values, considering that the Project task ID is a key field utilizing PXDBIdentity to store the unique task ID.I have attached my customization package for your review.(Note: To view the task type field on the project screen, we need to enable the construction feature from the disabled screens. Working on 23R1)Thank you in Advanced!!! 

I work in a construction company and I tried to do a customization on the time card release. Here is the situation, time cards are released weekly and at the end of the month we use it for payroll. Now sometimes last day of the month is actually in the middle of the week (a Wednesday or Thursday). How do I customize the system so that in this kind of cases, I release the time card of that week that day, so that another start for the next month?

Upon creation of Purchase Order, when I tagged a particular warehouse, I also tag a project.I just wanna ask if there is possible to tag the default warehouse based on project or vise versa?Thank you!

Upon creation of direct issue, when i input the item and warehouse, I also encode the project when it came from. Is there a way to default the project id, task and cost code for the issuance of item, if I already received it in purchase receipt with a project transaction? Thank you!

we have a business event setup to email individuals when they have expense receipts pending their approval. We utilize the ‘NOTES’ section inside specific expense receipts to annotate to users what is missing (cost code, copy of receipt, etc).When the business event triggers it sends an email template that contains information about the receipt and links them to it. Is there a way I can have whatever information is entered into the NOTES section of that expense receipt to appear in that Email Template message body?From my GI screen, Expense Receipt Approval, I can view the notes on each individual receipt.Example of what I want to show up in the Email Template message - Example of the email template and where we’d like this to reside -

What options do we have when setting up users to be able to add/view projects? We know we can apply the system admin role to users for this (which I’m not very keen on). Is there a different approach or various different approaches?

Is anyone else using Submittals under Project Management? One thing we have noticed is that if we send an email activity from the submittal record, it automatically attaches the submittal form. However, the activity record doesn’t show there is any attachment until after the email has been sent. Is there a way to remove the submittal form from automatically attaching?

Hello, Can anyone help me to figure out how to edit the time card regular hour ? It is set to be 8:30 a day which is not correct.Thanks 

Dear Team,How to create a Construction Project implementation schedule report Chart in Acumatica ?And the Project & Tasks in this chart must map and link with Project & Project Tasks in Acumatica (Construction)Example charts are as follows:     Best Regards,NNT

Hello Fellow Acumatica users! :)We need retainage to show up on all of the AP & AR agings?  Do any of you have ideas on how to make this happen?  (We had it in Sage300, and now don’t have the same visibility with Acumatica.)

Currently, when we go to print the Change Order Form, it prints the revenue budget of the change order. Is there a way to set up a separate form to print the Cost Budget portion of the change order?  

You can set the default mailing and printing settings for customers on the customer class or the customer account for Sales Order documents.  I do not see the same functionality available for Project Quotes. That will be the option to print a customers specific project quote.Is this correct or am I missing this setting? 

Do I need to add a line item to revenue budget FIRST before putting a change order in that will affect my revenue budget? I hate having to add it first and then do a change order but it seems like that what Acumatica requires? 

Hi! When I create a project quote, it is pulling from AVG cost from my inventory ID instead of Last Cost. This is a problem because1-  if I’ve never bought the item before, there is no average and there for the system puts in a 0.002 - The Last Cost is my updated price which is the price I need when vendors change pricing.I am currently tracking inventory via FIFO (and testing specific).-Added a few screen shots for reference.Thanks for your help!

Is there an import scenario method or other way to import the existing Vendor retention balances at go live?

Is there a way to restrict a project selection per employee? 

Trying to modify the project P&L by month but when i look up the report in report designer - this report number is not showing - anyone know why? I’m obviously doing something wrong.   

How would you reconcile subcontracts when the AP bills were not specified a subcontract number. Is there a way to retroactively link AP bills (Open & Closed) to Subcontracts? Let me know if you have any ideas or thought on how to reconcile existing subcontracts that have this linkage issue. Thanks!