Construction

i have a scenario where a client (a sub not GC) has billed out a subcontract agreement in full but has noticed that throughout the life of the project they may get deductive change orders as progress on the project continues.  these deductive change orders are often pass through to their subs.  however, since the subcontract agreement has been billed in full, the system does not allow a deductive commitment change order to be created.the steps to rectify this would be to:create a debit memo in bills and adjustments and tie it to the subcontract agreement create the commitment change order with the deduct amountsit would be really nice if the system would automatically created the debit memo from the commitment change order (maybe a future idea?)does anyone handle this different? 

Is there a way to create custom statuses for change orders? I want my PM’s to know exactly what each thing means and sometimes “on hold” and “closed” don’t tell them exactly where it is in the process.   

Is it possible to consolidate change orders? I had 15 change orders approved as one lump change order that needs to show up on my pay app as one - not 15.  is that possible if they are already listed in acumatica? 

How do you un-check Pro Forma invoices on Projects? Is it possible?  

Good morning Team,   I have taken up the opportunity to build an SOP within my CO. for Requisition. I have a Requisition flow chart but i am having some trouble with some instruction. I come from an SAP background and this Acumatica process is quite different.   Our CO. builds projects and spread sheets ‘Build Plans’ with material different quantities, vendors, costing accounts, etcetera…  would this be a single requisition or would this be an individual requisition per vendor, per project costing accounts?  It is important for us to have the following information from requestors. But i see when generating Requisitions these are not a mandatory ASK*ID (Part number)QTY.Vendor COST code PROJECT Task SUB Account  thnk you. 

Hi Team,I have added a custom dropdown field to the Acumatica Quote (PM304500) screen. I want this field to be editable when the status is "Prepared," but it automatically becomes non-editable when the status changes. I have tried writing code in the Row_Selected event for the field to make it editable, but it's not working. Kindly provide me with a solution or let me know if there's a mistake I am making that is preventing it from working. added this field in the  public class CRQuoteExt : PXCacheExtension<PX.Objects.CR.Standalone.CRQuote> #region UsrClosed [PXDBString(1)] [PXStringList(new string[] { "W", "L" }, new string[] { "Won", "Lost" })] [PXUIField(DisplayName = "Closed As")] public virtual string UsrClosed { get; set

Trying to have cost populate on a project quote and keep getting 0.  Where does the unit cost come from for each line item?shouldnt it come from here?  Or at least this is where we are expecting to get the Standard cost from.  

Hi All, I have changed the allocation rule configuration>Date Source from original transaction to Allocation Date. We have existing automation schedule for this. So, what we do is we turn off the automation schedule 10/31/2023 and change the date source configuration and turn on the automation 11/1/2023.I expect to post the allocation on the period when I run the allocation. Which is 11-2023 but there are some transactions that has been posted to 10-2023 period as screenshot shows.  These transactions are from 10/31/2023 then the allocation automation runs at 11/01/2023. I expect that since I have changed the allocation date configuration to “Allocation Date”, these will post to 11-2023 period since the allocation runs 11/01/2023.Does the transaction previously created and posted already before the chang

We are looking for an Accounting firm that is familiar with Acumatica Construction.  Is there a list of firms?

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