Discussions about construction edition features
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Hello: Whot do I need to setup to be shown the projects in the tab location:Please Could you support me?
Hi,I’m trying to revoke access to below fields in the task form. But I’m unable to find node to do the access restriction in the access rights by screen form. Can anyone help ? Thanks,Dulanjana
We were just told by Procore that we must upgrade our Procore customization in Acumatica or the integration will fail on Monday.Would like to know if anyone else has taken this upgrade especially if they switched from Acumatica’s to Procore’s customization to synchronize between Acumatica and Procore.Our instance is self-hosted in Azure and self-maintained. The instance is comprised of Acumatica 2021 R2 Build 21.212.0039 with customizations only for ProcoreBuiltCustomizationPackage2021R2V3 and VelixoConnectedAppConfig (v6).
We would like to see the ability to report prior period WIP reports that include open commitments and change orders by period. Another way of saying this is period sensitive reports for POs and COs.
Dear All,Our business case is we will deliver material to the site and after finishing the installation, we will calculate the actual quantity of material to issue an invoice to the customer. The actual material quantity is less than the budget quantity.Current process:Set up a warehouse called Pending Sale and use order type TR on Sales Orders, transfer material to Pending Sale warehouse with a specific location linked to a specific project. (Each project has 1 location in Pending Sale warehouse) after finishing the installation, use order type SO on Sales Orders with actual quantity to issue an invoice.Issue: On Project PM301000, we can't track how many materials we already delivered to the site (TR or SO historical transaction).Question: do we have any function on Project that allows us to create a delivery transaction and it can be shown on Project PM301000 tooThanks in advance,Yên Chi
Hello,In creating a SO for a project, I have found that when Project-Specific Inventory is enabled that only inventory assigned to the project is available for issue. What I am seeing in the SO screen is that the availability is X for the item and then as soon as I select the project the availability goes to zero. Most of my inventory is not project specific, so I would assume that it would be available to any project, however this is not the case. Can this be adjusted with a setting, allowing reserved/assigned inventory to only be sold to the appropriate project while unassigned/unreserved inventory also be available.From what I can tell its seems this feature may be all or nothing, all inventory is tracked/assigned or non, I am looking for both. Example of no project with inventory available Example after a project is selected
Hi, Once we close and open the project balances. This Raw material values is not showing in project Level.There are Few questions. (01). What are the double entries, when Raw material(Stock Items) transfer to Project site?(02). Why Those work order Stock Items(Raw Material) transfer to Project?
Is there a way in Purchase Order or on AP bills to default the GL account by selecting the project and project task?
Hi,I need to setup 2 different type of projects, one that sends all the project transactions to a WIP account (this is the current setup) and a second type that send all the transactions to another GL. Right now the GL settings on the items dictates where the amounts are posted, is there a way to bypass that setting for a specific project. Keep in mind, we have different items that hit different account groups on the same project.
Hi guys,I’d like to use the report of “employee hours by project and task”, but when I choose an employee here as the owner, and click run report, what I got is an empty sheet. Does anyone happen to know how to use it? Or is there somewhere else I can extract the information of employee hours with detail in the form of report (I’ve tried the report of “employee hours”, it doesn’t contain the detail information I need)? Thank you all.
Looking for anyone in the Construction Industry that is charging projects a “Billable Rate”.We are moving into acumatica and are looking to use the timesheet entry screen for timesheets but need the system to be able to charge the jobs a billable rate from the hours on the timesheets. Then be able to see the actual “cost rate” on the project to see profitability on the projects.Has anyone come across this?
Both Project Tasks and Cost Codes provide ways to break out project transactions into data subsets. To better understand Acumatica’s design, would love some forum user feedback as to real world examples of the following:Project Tasks Cost CodesAny explanation of the difference between these two data elements would be most helpful.Additionally:Are there instances where a single Project Task might be sufficient?Our company is not engaged in vertical construction projects, so looking to better understand the difference between these two data elements and how they might be applied to natural gas pipeline installation projects (labor, equipment rental, materials), natural gas pipeline repair projects (labor & equipment rental), and billable service projects (labor only).
Hi:Is there in the Acumatica Construction project management module a project planning and status board where one sees in calendar/Gantt format all the projects, and where one can schedule a new project using drag and drop? Somewhat similar as in Field Services edition or now in Acumatica Manufacturing Edition -Advanced Planning and Scheduling - Visual graphic.This is so basic to project management.I hope that SmartSheet has it. I have to check it out.Or does Procore have it?I appreciate your help.Toon SixToonSix@intercs.com
Is there ‘a movement in saving or <overrun>’ or similar column available for the project cost budget screen? Or a column for Movement in Estimated Final Cost? This would = last cost at completion - cost at completion. Thanks,
HiCreated a GI showing lots of details on projects and their cost and revenue budgets. I can pick up the last invoice date ok but now looking for the date of the last cost transaction on the project anyone managed to populate this date?
Hi,I’m almost new in Acumatica. Is it possible to add a column in order to group or to sort items for a project quote or a project?My target is to distinguish between different parts of my project (not phases).Thanks
Has anyone successfully created a dashboard widget to show open expense receipts (screen ID EP301010) that have not been claimed without creating a custom GI?
Hello,Has anyone seen this error appearing in AP Prepare Payments, when the AP Bills have manually added lien waivers on them? Our version is 2022 R1. Thank you for any advice you can give.
