Construction

Hi group!Some of our clients take see the retainage in the following way and pay us by calculating everything like this:Example:Subtotal: $115,251.47Total invoice with taxes:: $132,510.37Retainage: $11,525.15 (10% on our amount before taxes)Amount paid at checkout: $120,985.22 (Invoice total with taxes - 10% deduction before taxes) Basically, this customer calculates their taxes on the total invoice and then subtracts the withholding. Whereas in Acumatica, as configured, the invoice taxes are calculated on the total without the holdback and then calculates the taxes on the holdback. It comes down to the same thing in the end, but it means that when cashing out it doesn't swing.Is it possible to do this configuration in Acumatica?@Laura02 @aaghaei I saw your post about retainage, would you have an idea?Thanks for all ! =)

We have 4 branches, each have employees. In many cases, an employee is branch 1 will help out and work on a project that is part of branch 2. When time is imported through employee time activities, that expense is posted to branch 1 (where the employee belongs), however it should hit branch 2 because that is where the expense incurred. How can I change the expense to hit the branch of the project?

We are in need of a scheduling software that we can integrate with Acumatica.  For some background, we are production builders so will be working off of pre-determined schedules for a full-home build.  We need to be able to show the variance of projected versus actual schedule, and ideally be able to alert our trades through this scheduling piece, and approve POs and EPOs from the field.  Any suggestions are welcomed! Thank you! Lauren

I am importing Change Request data from another system into Acumatica.This particular data was given a status of “Void” in the other system.I noticed that Acumatica supports a status of “Rejected”. I am looking for an interactive way to assign the “Rejected” status to a selection of Change Request records(hopefully without having to create a Change Order).Thank you for reading this.-Ken Severud 

Looking to find out how to change the 2FA for Aatrix when running certified payroll. Can this be done withing Acumatica or is there a separate log in or contact?

Hi Experts,I've requested to restrict edit access to only the custom role 'Project View Only'. For all other roles, the 'Value' column on the project screen should be set as not editable. Any assistance with this matter would be greatly appreciated. Thanks in advance.Sagar

Hello Community,I have been looking to display the values from PMBudget & PMRegister tables in a single GI, but the rows & values are getting duplicated from the PMRegister table. How to resolve this? Thanks in advance.

We are happy to introduce a new Help Documentation article that helps users navigate through different invoice reversal and pro forma correction options in Acumatica.The article also contains a diagram that illustrates these options. See the article in Acumatica Online Help.Many thanks to Education team for systemizing and communicating the knowledge! Dear community, you can leave your feedback on the article here in this thread. Thank you!

With sales orders it’s easy to see if inventory is available and from which warehouse.  In projects there is not warehouse specified.  We often need to make substitutions or transfer items to fulfill project needs.  Current plan is to create reports and a dashboard to help with this, but what are others doing to handle this issue in a more direct way? Has anyone customized Projects so the Cost and Revenue budget areas can have some of the inventory features available on Sales Orders?  Or what other work around have you found?  We are not using the Construction edition, but these are for small simple construction projects. But I’m also interested to know if the Construction edition has assisted with this issue.  

In many screens, such as PO, Issue, AP Bill, Receipt, even Project Transactions, the system allows a user to choose an existing Project Task and then apply any Cost Code existing on the project to that Task even if that combination of Project Task/Cost Code does not exist on the Project Cost Budget.The system currently adds a new row in the Cost Budget, which to my client is a real issue.Furthermore, it would be additionally helpful to NOT allow new Task/Cost Code/Account Group combinations beyond what exists on the Cost Budget.Has anyone else ran across this issue and were you able to prevent it from happening?

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(DisplayName = "County")]     public virtual string UsrCounty { get; set; }     public abstract class usrCounty : PX.Data.

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 would change and populate with any units that are shown on the project transactions.Project Transactions List from the Project Cost BudgetAs a note, I did try and use the Recalculate Project Balance operation under the … [More] menu and that did not resolve the issue.

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?