Construction

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 

Hi, we just implemented the Payroll into our system and now when we run the invoice for customer it generated the labor hours from both time card (PM) and Payroll (PR). So the new formula come up but it has some issues that we don’t know why.Can some one give us a solution for it ?Thanks Our billing rule and the issue we had 

The display of “actual amount” is confusing to my PM’s when they’re billing. I’d like to change the name of the header to say total completed and stored to date. How can I go about doing that?   

We may have 150 to 300 employees every month in construction.  On site workers may be on a project for 2 weeks or 6 months.  They may be off for 3 months or take vacations etc.Time Cards in Acumatica (I made an import scenario from their excel timesheets) forces every entry to the next week regardless of the week that is attempted to be entered.Does anyone know a way to ‘miss weeks’?  It’s ridiculous to track a large amount of people that may not have worked for 1 or 12 weeks and when they return we have to enter a pile of zero time cards to fill the blanks.

Hello all,I have been trying to run allocations, but it displays the following error: I have my project Transaction of the type AP created, have my revenue budget tab setup as:  What is it that I am missing here?Thanks in advance.

Can anyone provide guidance on the following:1) how to process the "recall product" that we need to send to contract manufacturer do the rework. - rework cost = labor cost + materials 2) how to process "RMA" using service repair since the cost will follow FIFO. - remove the defective material item + replace with new material item

Hello All,I have been running allocations but it gets nullified in the Project Transactions part. Why is it so? I have the allocation rule as follows:How to get my project transaction of the allocation type not to be nullified?Any ideas?

Hello all,I have been trying to punch in time card for an employee for a particular project but it throws the following error:  i have the labor rate defined as below:Still it throws the error. How to resolve this?

Hello Community,I have been looking for ways to generate AP Bills directly from the Projects screen 

Hello Community,I have been looking out to generate AP Bills after I setup the Cost Budget tab? I have added a line under the Cost Budget tab, now how can I generate AP Bills for this?  

We have a deposit made for a vendor who has since been bought out by another.  This deposit was posted to an invoice.  Can I reapply this payment to the new named vendor invoices?

I’m working on a GI that information is needed from both the PMProjectRevenueTotal and ARInvoice tables. Right now, I have both of these as child tables to the parent table of PMProject. However, both are coming up with the parent/child fields as contractid equals projectid, so my results are skewed. The projects themselves are only pulling in once, but the column values are multiplying based on how many times the project has been invoiced. Are there other tables/relations that will allow data from CuryRevisedAmount, CuryUnpaidBalance, and CuryRetainageUnreleased that won’t result in the inaccurate values? Thanks!