Construction

When I need to add/revise a line of a PO, I get an error.  It’s been happening when I try to enter an AP bill as well.  I’ve looked at the vendor profile and viewed the account, made a small change then saved.   Then changed the vendor in the PO, saved, and changed it back, but I cannot save the PO and the error continues to appear.   Anyone know how I can correct this?    

We have a request to add the Inventory Id to the Journal Transactions by Period report?  Would this be possible?  It is not a traditional GI, so I am not quite sure where to begin. 

We have a request to add the Inventory Id to the Journal Transactions by Period report?  Would this be possible?  It is not a traditional GI, so I am not quite sure where to begin. 

We have an employee that has completely changed their first name and last name, and I have been asked to update Acumatica as such.  Is that possible?  I would prefer to change the name information in the Employee record as well as in the User record instead of creating a new profile with the new name.   All suggestions welcome!! 

Hello, I want to ask if any way that I can get the unit price mark up automatically base on the last unit cost in Project Quote ?  

Hello All,I have been looking out for ways to reverse an AR Project Invoice that has been generated via Progress or Time-Material Billing rule. How can we achieve this? Thanks in advance.

Hi,I need to create a business event to notify the Project Manager on a project when a payment is received on an invoice that had been sent for his project.  I’m looking at using the Release action on the AR Payment to fire the scenario, but it does not appear to allow me to reference anything in the “Application History” of the invoice to look up the project-related information or the Project Manager.  Has anyone accomplished anything similar to this? Thanks,Mike

Hello all,I have been looking for ways to mass update the subaccounts for Project Tasks & then in the Projects too. I only know of the import scenario for now. Are there any other ways to achieve this? Thanks in advance.

Hi,Is there a way to have a generic inquiry that can list the following:List of Approved Documents per Employee (All Screen) List of Pending Approval Documents for All Screen List of Report that records Approved, Pending for Approval and, Rejected Documents.I would appreciate your help to get an idea of these requirements.Thank you!

Hello All,I have been looking to display Cost Layer Type for projects. I have the requirement to display the Project Specific Inventory Inventory Qty along with Cost Layer Type so as to transfer the unwanted items. And the Cost Layer Type displays the Cost Layer either Project/Normal in order to create transfer orders. Can anyone help me out in this?Currently in 23R1 we have INLocationStatusbyCostCenter but it is not there in 22R2. I am looking to get this requirement implemented in 22R2. How to do that?Thanks in advance.

Hi, I currently work for an engineering firm that in the last few years started a construction company. We are currently using the Acumatica Construction Edition since 2020. This week on the first day of the Acumatica Summit  Keynote there was mention that in 2024 Acumatica was going to be releasing a new edition for Professional Services. Would there be any way I can receive further information or sign up to test and provide feedback this new edition to provide feedback?We have made certain modification to our Acumatica software that would greatly help the Professional Services edition such as parent and child project. using generic inquiry and dashboard we can better drill down on project information but two items that are missing schduling (which I hear it maybe being worked on) and subtask / better level of granularity on task.

I recently attended the Acumatica Summit and did not receive all the recap content. Is there a place I can retrieve the content to the breakout sessions that I attended? 

Hi, We have a client that has multiple branches set up. They will be using AP Incoming Documents. Right now users cannot select the branch in the Incoming Documents screen and if they update under Bills & Adjustments the item does not save. How can we add the Branch ID column under Incoming Documents so that way users don’t have to worry about selecting the Branch at the top of the screen? Also, are there any other workarounds we can try? Client is on 2023 R1 Thanks,Frances 

Hi,I am not sure how to generate a P&L report from the system. Could anyone help me on that?Thank you.Regards,Raymond

Is there any way to add a change request to an existing subcontract commitment?It seems I can only add to change order and create a new commitment purchase order.ThanksMichael

For those using the construction module, how do you limit the use of cost codes from non-construction related GL codes.All of our construction related activity flows through our Cost of Construction account and our Property under Development account.  But recently we’ve noticed that our Project Management reports do not reconcile to our Property under development account.  As we researched we discovered entries recorded to non-construction related gl codes that had cost code info entered.  It feels like there should be preventive controls in place to stop a user from hitting “rent” and cost code info (for example).Clearly something was overlooked in our implementation and I’m not sure where to start looking.Thanks in advance.

Hi,I want to create a Trend in a dashboard in order to trace the Margin %  of a project .How to acheive this? I checked a little bit the existing tables, like PMTASKTOTAL & Project summary, but it’s needed to aggregate task in order to have the total %, so i’m not sure how to do it.Thanks 

I would like to know if there’s a way to have a different form for a specific invoice type.If we select “Cash Sale” for the invoice type it will print with the custom “Cash Sale” form rather than the default form.Thanks… Darren

Hello All,We are a trading material company. We buy materials from different countries and sell them in our based country. On the Construction/ Project function, we type Cost Budget as the sourcing country's currency (usually in USD & EUR) but the Invoice must be issued in based currency (VND).When trying to set Project Currency = USD, Billing Currency = VND, the error message from the system shows “Another billing currency is not supported because the project currency USD differs from the base currency VND.”Therefore, we can't use the different currencies on Project Currency & Billing Currency.Really appreciated it if you have any ideas for this case.Thanks all,Yên Chi   

I am trying to make a high-level support ticket with Acumatica Support team and it only lets me open an education related support ticket. This does not allow me to open a support ticket for a clients problem? how do i enable the non-education support ticket? 

Hello all,I have been practicing allocation rules on Sales Demo snapshot and found one of the projects that have the travel expenses recorded as a part of allocation. I would like to know how is the travel expense recorded via allocation?  How can I set the allocation to generate such Travel transaction? Thanks in advance.

Hello all,i have been working on Allocation rules. And I have a scenario where I would like to post the Project Allocations based on different Account groups. So it is like,if the LABOR A/c group is run then the allocation rule shall calculate the Amount as PMtran.Amount * 3 and if the COSOTH A/c group is run then the allocation rule shall calculate the Amount as PMTran.Amount.  I have created the allocation rule as follows: For LaborSo when an Employee time card is created the Allocation rule would run automatically.Similarly for the Step ID = 20: Another rule Account groupNow I want to create a separate transaction & GL posting for Step ID 10 & 110. How can I achieve that?I have created an Unbilled AR rule that will calculate and post for Step ID 10. That is working fine as required. And now I created an Unbilled Travel rule that will calculate and post for Step ID 110 - for travel but it doesnt generate Project transaction & GL posting of type PM. It only generates of AP

Hello all,I have been trying to run an allocation rule that should generate a Project trxn of the type PM. The allocation rule is to run whenever an Expense Claim is released for the particular project. But at the moment it is directly creating a project trxn of type AP and also creating an AP Bill. What i would want is I would first like to run the allocation rule to the unbilled part/WIP and then generate an AP Bill. How to achieve this?    So here, before the Project trxn of AP is generated I would like to generate of the type PM. And it should not effect any of the Debit/Credit parts.How can i get this done?Thanks in advance.

Hi Team,I tried to create a Fixed Assets but I edited the Default Fixed Asset Clearing Account to Other Income, Since the scenario is I found some asset that need to recognized in my books. Upon Releasing of FA Transactions It gives me this error message:I tried to locate, but this transaction is not project related.Seeking your assistance for this concern.Thank you!

Hi all, I am trying to attach the email template for the Project Quotes. Meaning when I hit send the template automatically show up. I could not do it and when I looked for the email template it set the Project Quotes screen but that screen not allow me the email the quotes. Can someone help me with it ?Thanks