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684 Topics

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MBillRJT050619Freshman I

asked in Construction

Tracking Lost hours in Acumatica

Hello,We are a construction company and are new Acumatica customers. Does anyone know if Acumatica has a way to track lost hours/productivity for Construction Projects?

2 years ago

dmzasdfVarsity I

asked in Construction

Recalculate Project Balances - Initialize Stock: Project Selection Disappearance

Hi!We are on Build 21.212.0039 with customizations for: ProcoreBuiltCustomizationPackage2021R2V3,VelixoConnectedAppConfigWhen clicking [Initialize Stock] from “Recalculate Project Balances”, does it matter whether the projects are selected or does it run for all projects? For us, we selected the first screen of projects, but after clicking [Initialize Stock], all but the first project was selected and the process completed successfully.Thank you,Dave Z

2 years ago

hannah21Freshman I

asked in Construction

Require Single Project per Document

General contractor here. I was told by a trainer that we needed to select the “Require Single Project per Document” spec in AP Preferences. I don’t remember the reason, but when we enter bills, it makes our lives much more difficult to enter AP bills one project at a time. Is there any reason deselecting this option would be a negative thing? Thanks,Hannah

2 years ago

katiedavisonFreshman I

asked in Construction

Reversing Pay Application and AIA Report is Now Off

Hi there! I reversed a pay application because it got rejected. I applied a credit memo to the original invoice. NOW - the pay application is showing like I still billed it and that it was never reversed. This is throwing my payment application totally out of whack. Does anyone know what I can do to rectify?

2 years ago

esimonFreshman I

asked in Construction

Change Request Log

Has anyone found or created a change log, similar to what you would print out for discussion at weekly OAC meetings? I am trying to avoid using Excel spreadsheets, but unless I can find something in Acumatica I might be back to that.

2 years ago

dsenevirathne54Jr Varsity III

asked in Construction

Remove/Hide all Records from Cost Code Selection

Hi,If a user has selected a incorrect account (which is not available in the relevant account group) in a data entry form for a specific project(Bill ,GL Transaction, Invoice), in the cost codes selection window there will no cost codes available in the project codes filter. In this case, users move to the all records and select the cost code which create an additional cost budget line with a default cost code. When creating this kind of transaction system shows a warning but allowed to process further.How can we stop processing this kind of transactions. Thank you,Dulanjana

2 years ago

missyjimmyFreshman II

asked in Construction

Does Acumatica support 9/80 work weeks in the Projects Module?

I have a Dynamics SL client that is looking at Acumatica. They are a project based client and utilizes a 9/80 work week schedule for their project employees. I can’t find any documentation for this on the Acumatica website. Does anyone know if this is native functionality or an ISV solution I can review?Thanks, Jim Gross

2 years ago

QuestFreshman I

asked in Construction

Architects project managers

Has Acumatica had any experience with project management firms using the product (more specifically architect project managers for the retail shopping centers) I.e. Walmart, K-Mart etc. Important that Payroll (timecards) is linked to the project management system. So that automation can be built in and give them a true project position under/over at any given time (without having to account for payrolls in a third party system and have projects looking healthy until pays are factored in)High volume projects +350 per year & 100 running at any given time.

2 years ago

jhenderson41Freshman I

asked in Construction

Need to add project attribute as a data source for the Project Reports - PM

We have created two attributes on projects to use for selecting and filtering reports. I have created a Unit Set for use with these reports and have tried to link to a data source that will pull from the project attribute list in the multi select set of values for the attribute. I can find no way to link the values in the list associated with the attribute to the report. Are there Acumatica resources that can be contracted with to create custom reports?

2 years ago

Colm LennonJr Varsity II

asked in Construction

Commitment Change Order with Retainage

I have a commitment created in Procore, synced to Acumatica, and released. Let’s say it’s for $10,000 with 10% retainage or $1,000.We need to issue a change order and reduce the commitment value to $500. I’m getting an error when trying to release the change order:“The change order cannot be released because the line total of the Subcontract will go negative.”I believe the issue is that the retainage is excluded from the line total. So I cannot create a change order that will reduce the amount to less than $1000, which is the same value as the retainage on the original subcontract. Any ideas on how I can proceed?Thanks, Colm

2 years ago

DanielStarkeVarsity I

asked in Construction

Delivery Docket (shipment confirmation equivalent) for Projects

We run many projects (we make windows and doors and each houselot is a project) At the end of each project we are struggling to track what has been delivered to site and what has not. We currently make a PDF of all the items that were part of the project and store it as a file on the project with the name “Delivery Docket” but updating this is a pain. It would be ideal if there was some way to have “Output Items” per project, that when each item is delivered, it is somehow “shipped” from the project so that we can easily see what is left to be delivered - is there an easy way to do this?if it were possible, then it would be easy to make a delivery manifest straight out of Acumatica/MYOBA

2 years ago

kseverud34Freshman II

asked in Construction

Add new status value to Service Contracts

I need to add two new status values of "Billed" and “Expired” to the Service Contracts screen.1) Is the list of Service order status values exposed as a preference in Acumatica?2)Can new status values be added through a customization?3) Would the addition of new status values impact related Service order business rules? Thank you in advance.Ken Severud

2 years ago

ketillerJr Varsity III

asked in Construction

Pro Forma Invoice - Won't Release and Status incorrect

Hello,I am attempting to Release a Pro Forma Invoice and I am receiving the following error message “This document is already released” which seems to be incorrect because if it is released it should have the closed status. Has anyone seen this similar issue? currently using Acumatica version 2021R2. Thank you,KT

2 years ago

dmzasdfVarsity I

asked in Construction

How were journal entries for multiple subaccounts booked to single cash account?

While trying to clean-up books, cannot get journal transactions booked to cash account with different subaccounts than defined on cash account. Read that cash account is one-to-one relationship with subaccount, so saw that solution may be to create new cash accounts with the not defined subaccount to clean-up, but concerned that cash account configuration has not changed yet we have transactions that are said to be impossible and are now erroring after upgrade to 2021R2. How could this have happened?

2 years ago

jungFreshman I

asked in Construction

How to query the nested object of the service endpoint

Hi all,My goal is to establish the relationship between vendor & project.The Projectsprofile gives me the project IDsubcontractsPL gives me subcntract & vendorBut when I tried to query both I am not getting the project id back. I suspect its to do with the relationship. However I have tried creating the relationship through generic inquery but linking the POORder, SOOrder, Customer etc with the contractCD in PMProject. Another post I created related to OData is hereHow to add project item to subcontract | Community (acumatica.com)Any help would be much appreciatedJSON response below{ "id": "fc46c258-3934-434c-91e1-1afc1878d64c", "rowNumber": 1, "note": null, "Results": [ { "id": "c538d497-8af3-ec11-9d80-4851c5051c10", "rowNumber": 1, "note": { "value": "" }, "AccountIDBAccountR_AcctCD": { "value": "V000000001" }, "AccountIDCustomer_bAccountID": {

2 years ago

jungFreshman I

asked in Construction

How to add project item to subcontract

Hi all, I need some help to add the project to the subcontractAs you can see below. It shows an error I tried to figure out through the Project Task etc but not having much luck.Any idea?Another option I tried is adding the project directly to the line item. However when I queries the Project, it shows ‘x’ instead. As seen below. Any suggestion would be welcome.

2 years ago

dmzasdfVarsity I

asked in Construction

Klinkers

Hi,Thinking about why we get “klinkers” where subcontracts and purchase orders create 00-9999 cost code budget lines, does the project setting “allow adding new items on the fly” allow that to happen or are there other settings to disallow unbudgeted transactions? Acumatically,Dave Z

2 years ago

jvinski71Freshman I

asked in Construction

Tax Category Default on Revenue Tasks

Is there a way to have the Tax Category on a Revenue Task be defaulted without needed to manually select one? If someone forgets to add a tax category, that task when billed will not charge taxes to the customer and this could create tax reporting problems if not caught.

2 years ago

RafaDiazBAIFreshman II

asked in Construction

Export Scenario synchronization with AWS S3

I want to synchronize files generated with export scenario with a SFTP we have in Amazon S3. Is there any documentation available for that or example I can use to get this going?I created the SFTP in AWS S3 and can access it with no problems with WINSCP or similar tool, but not sure how can configure it in Acumatica.

2 years ago

rmontanaFreshman I

asked in Construction

Add Control to Disable Request Item Description

I already add control to disable request item description in Purchase Request but I want to disable only Stock Items . How can I do this ? Below is my current code.

2 years ago

jvinski71Freshman I

asked in Construction

Crew Time Reporting

When creating a Crew Time Reporting Entry, the first week that pops up as an option to click dates back to 2004. Should it not default to the current week that we are in, based upon the calendar within Acumatica?

2 years ago

dmzasdfVarsity I

asked in Construction

Acumatica 2021R2 Materials Only Sales

Hi!Does Acumatica 2021R2 have an easier method for handling materials only sales without setting up a job and not using the Sales Order module?Thank you,Dave Z

2 years ago

bnaumannFreshman I

asked in Construction

CEO Dashboard WIP Widget

Our CEO has recently requested a WIP Widget for his dashboard and I am working on creating this. I was hoping someone could guide me in the right direction, as this is the first widget I have created from scratch. Relations and all are confusing to me. Any assistance would be great. Thanks in advance!!

2 years ago

sean21Varsity I

asked in Construction

Purchase Order for Project - changing warehouse location on PO receipt will automatically change the Project ID to X ???

Before I submit a support ticket, I want to see if the Acumatica community knows how to resolve this workflow. Create purchase order for a project - using stock items as PO line items Create PO receipt - change warehouse location from default MAIN to B1A1 (indicating the shelf that this was placed on The system automatically changed the project ID to X - I cannot change this back. The project is set to track inventory by qty and cost. The warehouse location does not specify the project because it is not designated to that project specific. We can put anything on shelf B1A1. We may receive project material, put it on B1A1, then move it to another location (Transfer) - but this material is project-specific, it is not inventory. Anybody know how to achieve this?

2 years ago

dsenevirathne54Jr Varsity III

asked in Construction

Prepayment request for Subcontractors - Cannot change retainage

Hi,When we create a pre payment request for a subcontractor, it is not allowed to change the retainage percentage in the prepayment. I got to know this is a known issue not yet resolved. Is there any workaround to overcome this other than change the retainage in the subcontractor (Get back to the on hold status and change) and then do the prepayment request ? The supposed workaround is not practical because if we have created at least one AP invoice, It is not allowed to get back to the on hold status. Thank you,Dulanjana

2 years ago

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