Construction

Hello fellow Acumatica users! :)Our current payroll post is posting in detail to our jobs with each burden item posting separately.  ie FICA, etc.  Do you know how to post payroll to a job in summary, the “all in cost of an employee” charged to a job for a day or week? Thanks, Kay

We are a construction edition user.  We would like to be able to display the notes saved to the project screen (CST.PM.30.10.00) when entering a PO for that project on screen (CST.PO.30.10.00). Some of our projects require only certain types of products and we would like that to alert our purchasing staff when they are creating a purchase order.

Hi,There is a way to filter things who appear in T&M Proforma.If by example we dont want to bill item ABC to the customer (and don’t want to appear on the invoice)?Could I manage this via Project/Cost budget? Billing rule? Configuration?Now I delete ABC rows manually.Thanks

I work for a large construction company, currently the thought process is to set- up all of our Revenue Budgets at the Task level only and to set-up our Cost Budgets at the Task and Cost Code level. The reason for this is to provide a high level view at the Revenue we are receiving and giving us the ability to be more specific and detailed within the Cost Budget, by adding that additional layer of identification with the Cost Code.By setting up each budget at a seperate level of detail, completely makes the WIP report unusable. The system will not recognize funds allocated to cost codes within the Cost Budget because the Revenue budget auto-assigns the default (0000)  cost code to anything labeled with just a Task. Please see the example below.Is this the way we should be thinking about both Budgets?Is their anyway to reconcile this without having both budgets at the Task and Cost Code level?Is anyone else out there running Revenue budgets and Cost Budget

Are you using Project Budget Forecasting (PM209600) or Cost Projections (PM305000)? If yes, are you getting the desired results? Do you wish you could do more?  If no, why not? Do you need additional functionality for your specific workflows? Could you use a short training session to get you started? 

Hi All, I am currently working on an Inquiry for a Dashboard where I need to group by a certain Segment.I did it once before with Inventory Subaccounts:   Yet, now I am working with Projects and the Contract CD Field is segmented.I tried it this way, yet get the error that PMProject.ContractCD_Segment1 is not existing.Does anybody know how to properly incorporate the Segmented Keys here? If this helps, the Alias is referring to the CS.Segment Table

Is anyone else using the Cost Projection module in the construction edition of Acumatica? It works OK for us but one nuisance is the copy revision. When you copy revision there is a checkbox for ‘refresh budget’. When this is checked, the new revision will have the latest and greatest actual costs - great.However… it also resets the budgeted fields. This is problematic because say we have a cost code that we deem 100% done but now after the Copy > Refresh - that cost code is back to its actual percent complete.Does anyone know if it’s possible to have the system KEEP projected costs + quantities? The only way around this we’ve found is exporting the finished copy (with projections modified) then reimporting that after the new copy is created.  

Hi @All I created subcontract for a project but original committed amount values are not getting in the fields under project cost budget tab. 

Hi, Currently we have to create different sequence under rate lookup screen to map sell/charge rate by project and by equipment (Non stock item) and in some cases client is having so many equipment for each project and because of this we have to create different sequence under rate lookup screen to assign the sell/charge rate by project & by inventory, refer to below screenshot.Therefore is there any way we can easily achieve this, without creating different sequence for each project & equipment/non stock item to define sell rate. which will then be use under billing rule.     

Hi All,When typing an non-stock item has account belong to Account Group type Liability, the system show the error 'Account Group' cannot be found in the system.However we created this Account Group alreadyDo you have any idea for this issue?Thanks in advanceYên Chi

HI All,I have created a PO and use ADD PROJECT ITEMAll non-stock item lines get the warning “No budget is found”. However, we have added all of that to Cost Budget already.FYI, it just happend to Non-stock IDDoes this mean the check budget function not working for non-stock id?Please advise if you have any ideas for this case.Thanks in advances,Yên Chi

I’m trying to incorporate the amount paid into a progress report for the projects in the construction module. I have still not been able to figure out how to build the relationships correctly between the tables and have it happen.These are the current tables in the report:And these are the relationships that work so far:. This is what my report looks like, but the “Balance” Collumn is what I’m looking at. I want to show either the amount already paid, or the balance still owed off of current invoiced amount.Any suggestions?

Hi, there!I’m a noob at building GI’s and I’m trying to find an example on how to build a GI for underbilled projects. (Tables, Relations, Results Grid) Thanks! 

DAC Schema Browser shows for PMProject lists SalespersonID as a field.   The field is available to add to the GI but is not visible on the the Projects screen PM301000.     Where can i see the SalesPersonId field on the projects screen?   There are no customizations on the screen. Build 22.205.0026 +The multiple base currencies feature is enabled.  

Is there a way to create a Time and Billing Project with a Not to Exceed billable amount?

We are looking into implementing a bank feed to create expense receipts automatically. Does anyone successfully do this with automatic feeds? If so, who is your credit card provider? 

Hello, our project config is as is for revenue :Configuration of the project When we convert a project quote into a project, the system renames all items(tasks in our case, by the configuration above ) in the Revenue Budget table with the word "Aggregated", so we lose the description of the task (which comes from the task tab). The task descriptions must therefore be copied from the Task tab and pasted into the Revenu budget tab manually. Can we fix this? Task Description Result : Task de

We are trying to mark a sales quote as converted but when attempting to do so, we are getting the following errer “Cannot save changes to the database and execute the markAsConverted action due to a validation error in the PX.Objects.CR.QuoteMaint graph.”The Opportunity has two sales quotes.  This one is not marked as the primary quote.  Does anybody know how to get resolve this?

Dear Team, My customization requirement it loading manually uploaded file into Business Events. Programmatically link the file in to Business event action. Is it possible to achieve it? Regards,Sakthi

Does anyone have a solution for the following scenario:For a construction job, purchase materials in one state, for use on a project in another state.  The difference between the sales tax on the Vendor Invoice on the purchase and the Use Tax due to the jurisdiction of the project must be submitted to the jurisdiction of the project.  How to have the system identify that this needs to be done and calculate that use tax due in another jurisdiction. Thanks

Hi Team, I have created the Processing screen when i run process all fine. But when i click on selected checkbox it is causing following issue.  Regards,Sakthi

Hi,Do someone use this function? Seems to be a good idea,But on my side i dont receive any notification on my phone?Thanks!  

We are experiencing an issue where we run Project Billing (Construction) and as a result, the invoice being emailed is generated based upon the default (OOTB) report version.  We have a customized (simple) AR641000 version.  It is selected in the Invoice/Memo screen under report versions as the one that should be used (ACTIVE).  The correct version of the report is being used everywhere else EXCEPT when we have Acumatica send the invoice to the customer via email.   Acumatica 2022 R2, Build 22.205.0026 

Hello, I am trying to upload a project transaction entry to a Pro Forma invoice. I see it under ‘upload unbilled transactions’. So I selected the transaction and clicked on ‘upload and close’ but it seems to not be working. Any idea on what I can do to fix this? 

Searching for information on whether Acumatica Construction (Projects) will accommodate multiple Progress Bills based on stages of work.  Customer is looking to combine project financials (their current system forces each division to setup projects independently) If we support all three divisions in one single Acumatica Project, customer requires each PM to bill independently.  Question can Acumatica have independent monthly Progress Bills. Is there any downside to supporting this configuration?