Construction

Hi,My requirement is to catch the warning raised by Acumatica on the Purchase Order Screen for Order Total field. If there is a warning message regarding budget exceeded, I need to convert it to an error and stop the Release From Hold Action.I implemented the code but it works only one time the button is clicked, the next time the button is clicked, since the warnings from Acumatica are gone, the code does not work.Steps:On Page load, there is a warning on the field Order total (The project budget is exceeded. For details, check warnings in the document lines.) Click Release from Hold button, error message is shown and the field is highlighted - Working as expected. Warning messages are lost because I raised exception. Click Release from Hold again, I am able to proceed since the Acumatica Warnings are not there after step 2.Is it possible to retain the warnings as well as shown a message to the user at same time?

Hi Experts,I would greatly appreciate any assistance in resolving this issue.I've developed a selector to display project tasks with a task type of cost. Additionally, I've created a custom attribute to mimic the functionality of the Revenue task field on the Cost budget tab, as we require the same functionality.I can successfully retrieve the task IDs into the selector. However, upon hitting save, the selector displays values like '-2147483646' or '-2147483647,' which I believe represent old values, considering that the Project task ID is a key field utilizing PXDBIdentity to store the unique task ID.I have attached my customization package for your review.(Note: To view the task type field on the project screen, we need to enable the construction feature from the disabled screens. Working on 23R1)Thank you in Advanced!!! 

I work in a construction company and I tried to do a customization on the time card release. Here is the situation, time cards are released weekly and at the end of the month we use it for payroll. Now sometimes last day of the month is actually in the middle of the week (a Wednesday or Thursday). How do I customize the system so that in this kind of cases, I release the time card of that week that day, so that another start for the next month?

Upon creation of Purchase Order, when I tagged a particular warehouse, I also tag a project.I just wanna ask if there is possible to tag the default warehouse based on project or vise versa?Thank you!

Upon creation of direct issue, when i input the item and warehouse, I also encode the project when it came from. Is there a way to default the project id, task and cost code for the issuance of item, if I already received it in purchase receipt with a project transaction? Thank you!

we have a business event setup to email individuals when they have expense receipts pending their approval. We utilize the ‘NOTES’ section inside specific expense receipts to annotate to users what is missing (cost code, copy of receipt, etc).When the business event triggers it sends an email template that contains information about the receipt and links them to it. Is there a way I can have whatever information is entered into the NOTES section of that expense receipt to appear in that Email Template message body?From my GI screen, Expense Receipt Approval, I can view the notes on each individual receipt.Example of what I want to show up in the Email Template message - Example of the email template and where we’d like this to reside -

What options do we have when setting up users to be able to add/view projects? We know we can apply the system admin role to users for this (which I’m not very keen on). Is there a different approach or various different approaches?

Is anyone else using Submittals under Project Management? One thing we have noticed is that if we send an email activity from the submittal record, it automatically attaches the submittal form. However, the activity record doesn’t show there is any attachment until after the email has been sent. Is there a way to remove the submittal form from automatically attaching?

Hello, Can anyone help me to figure out how to edit the time card regular hour ? It is set to be 8:30 a day which is not correct.Thanks 

Dear Team,How to create a Construction Project implementation schedule report Chart in Acumatica ?And the Project & Tasks in this chart must map and link with Project & Project Tasks in Acumatica (Construction)Example charts are as follows:     Best Regards,NNT

Hello Fellow Acumatica users! :)We need retainage to show up on all of the AP & AR agings?  Do any of you have ideas on how to make this happen?  (We had it in Sage300, and now don’t have the same visibility with Acumatica.)

You can set the default mailing and printing settings for customers on the customer class or the customer account for Sales Order documents.  I do not see the same functionality available for Project Quotes. That will be the option to print a customers specific project quote.Is this correct or am I missing this setting? 

Do I need to add a line item to revenue budget FIRST before putting a change order in that will affect my revenue budget? I hate having to add it first and then do a change order but it seems like that what Acumatica requires? 

Hi! When I create a project quote, it is pulling from AVG cost from my inventory ID instead of Last Cost. This is a problem because1-  if I’ve never bought the item before, there is no average and there for the system puts in a 0.002 - The Last Cost is my updated price which is the price I need when vendors change pricing.I am currently tracking inventory via FIFO (and testing specific).-Added a few screen shots for reference.Thanks for your help!

Is there an import scenario method or other way to import the existing Vendor retention balances at go live?

Is there a way to restrict a project selection per employee? 

Trying to modify the project P&L by month but when i look up the report in report designer - this report number is not showing - anyone know why? I’m obviously doing something wrong.   

How would you reconcile subcontracts when the AP bills were not specified a subcontract number. Is there a way to retroactively link AP bills (Open & Closed) to Subcontracts? Let me know if you have any ideas or thought on how to reconcile existing subcontracts that have this linkage issue. Thanks!

Hi there,We use the construction module and have started to use Cost Projections to determine our cost at completion, which works well on fixed price projects billed as Progress Billings.   I am wondering Acumatica has the ability to Auto-Project Revenue based on the projects billing rule and cost projections (similar to the Auto-Budget Revenue feature)?Since I have not been able to find this feature, I am seeking a best practice to project revenue based on the cost projection feature in Acumatica.  Any thoughts would be appreciated.  

Hi there! Looking to get some guidance on task descriptions and how to properly make sure theyy show up correctly on revenue and cost budgets respectively.  Our tasks are of course shared between cost and revenue but they are not one for one.  We put the task descriptions in based on the cost side just to make it easier for the PM’s to code.. see below However, in the revenue budget I change the descriptions to match what my Schedule of Values is supposed to say:     When I go to run my project billing - they all revert and it causes a headache for the PM’s … can anyone help me fix this problem?? 

I am looking for an easy to use method to raise a Purchase Req or PO for a field team.  Use would be in a role like a Foreman, Super or other field team member that is not going to be thinking in terms (or have knowledge of) of any of the accounting items that go on a regular PO.  So, take out of all the accounting thinking, that has to come later in the process.  The field team member needs to get a part to fix something, i.e. equipment, tool, etc., for the job to continue to do the work. Open to ideas with third-party solutions or a way to modify the current requisition process that takes out all the technical accounting knowledge that will never be adopted in the field. Thank you.

Hello, I am dealing with the issue that issue material cost based on Lot and Serial Number. I issue the material with the lot and serial number but it keep getting the Average cost of that material. Reference is below. Can some one help me with these issue. Thanks  

Hello.  What is the proper way to close PO’s when all items are not received?  If 5 items are on the PO, but only 4 items are received, the open item does not “close”, the PO goes to a “completed” state.  Should this be left as completed or should it be closed out?  We are finding that the completed item still leaves that amount as committed, and are now having to go back and close PO’s.  Thanks!

I have a project that needs to be billed, there was a task added for additional revenue and for some reason when you click run project billing it is creating two proformas instead of putting all the lines together on one invoice... Help...

I have a question that was brought up by a client. When we setup a project and it’s linked to a Task Code and Cost Code, why does it not auto populate the Account under Bills & Adjustments after a project, project task and cost code are selected? Is there a setting I need to do to make this happen or would we need a customization? Here is a screenshot. On the Project Level under Defaults, I defaulted the Task to the account code. That didn’t work either. Any suggestions would be great.   Thanks,Frances