Construction

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    

We use the projects module and our rates change periodically.  I know my changes for 2024 now but still need to bill under old rates until January.  Is there a way I can enter the rates now and have them become effective on a specific date in the future?

Hey team, need some assistance with creating subcontracts via rest api. Looks like subcontracts are just a type of the PO (which im able to create via api without a problem), but if I pass PO type as Subcontract Im getting an error : \"exceptionMessage\": \"Cannot generate the next number for the  sequence.\", Anybody had any luck creating Subcontracts via API?C# library Acumatica.Default_22_200_001.ModelPurchaseOrder model

Hi Acumatica Team, Is there a way to connect a customer contract to a projects?  Set up will be done in the customer contract but the billing process will de done on the project screen. Thank you! 

The warning popup did not appear when attempting to add the BA after converting the opportunity into project quotes, despite initially adding only the address instead of the BA.

I have a situation where our approval map for Vendor Invoices uses the Project Manager in the related project and when the PM is a specific person, we want to allow others (coordinators) to approve the invoices due to the large number of invoices.   We don’t, however, want to allow the coordinators to approve invoices for other PMs.   I’ve tried “Employees by Filter” but the coordinators appear for every invoice.   This is my set up for the Coordinators:I’ve also tried Approval and Approver ID rather than Employee and Employee Name. This is the approval map for PMs which works correctly:Is it possible to restrict the Coordinator Approval step to only the invoices with the specific PM specified?   Thank you!

    Just created a new cash account because we got a new bank account, when I go to cut a check (went to prepare payments) why are there no vendors showing up able to be paid? 

We recently upgraded to 2023R1 and after we upgraded our excel uploads for Per-diems are not working like they did. Before the upgrade we would take an excel and upload it (pictured below) and just put in all the information like project, Qty, description, expense item, etc.. pretty much all except the “unit cost” We would have the Non-Stoock item (EX: PERDIEM- LODGING) default to the Cost associated in Acumatica.For some reason instead of the system understanding the “cost” it is defaulting the value to $0 and not auto populating. Is anyone else having this issue and if you are is there an easy solution? Or is the solution just adding the Unit cost on the spreadsheet and not having the system be the source of record for that non-stock item?Side note: If we don’t use the upload the system does default the Unit Cost based on the Expense item Excel TemplateNon-Stock Item with Cost 

Looking to get a little more specific with my AP dashboard.  There are options to filter it by “overdue” but I’d like to get it where i can have it as it APPROACHES overdue.  For example, my vendors that are 60 day net terms.  I would like the color to turn red when it’s at 45 days as it approaches overdue. Is there a way to do this? 

In Approval Flows a client wants to have the PM of a project be the approver for Expense Receipts tied to that project.  Seems very logical but I’m told that it is not possible.  Has anyone been able to do this and if so how? 

 We don’t want the Commission column to be checked automatically when converting a Pro Forma to an AR invoice.  It’s only doing this if someone adds another line to the generated Pro Forma (and only to those particular lines.Pro Forma Invoice created from Project Someone adds another line on the Pro Forma invoice (more to bill) The Pro Forma is then converted into an AR Invoice on the new AR Invoice the lines that were added on the Pro Forma have check in the box for commission (see below) but only on the lines that were initially added to the Pro Forma that created this AR Invoice  

is it possible to specify workers compensation rates by hour without having the payroll module enabled? i saw the option to add a WC code under project preferences but no mention of a rate. this client does not plan on purchasing the payroll module so wanted to see if there were any other options? if this isn’t an option, would it be worth mentioning in the ideas forum? TIA

Anyone know why I can’t run AP when a project is closed? I want to keep a closed job closed but if it has outstanding AP bills it won’t let me run an AP report… is there a workaround here?

Hi team,I would like to remove the default value in the Project screen based on a template condition.I attempted to use the Row_Updated event, but it didn't work. I then tried using the Row_Selected event, which successfully removed the default value. However, a new issue arose: when I select a new value, it also becomes blank because the Row_Selected event is triggered.Could you please provide an alternative solution to address this problem? I am using the code provided below.  protected virtual void _(Events.RowSelected<PMTask> e)        {            var row = (PMTask)e.Row;            if (row == null)                return;  if (row.TemplateID != null )   {    e.Cache.SetValue<PMTask.defaultExpenseSubID>(row, “ ”);}}Regards,Sagar 

Is anyone allocation insurance to their projects through payroll or through projects? Looking to allocate GL insurance based on a % of gross with a weekly cap per employee. I was thinking to utilize an additional Benefit Code on the WCC Codes, but I get an error stating an attempt was made to add a duplicate entry when I try to create the code as associated with Work Class Comp.If it’s not associated with WCC, you get an error adding it to the WCC code stating the Code doesn’t exist.  Any thoughts? Is allocation rules a better route?

Hi,In a project, we have a cost in actual, let say :Original cost Laptop 1ea 500 =500 Total in actual cost balances       =500 We did a Proforma with some row Status setted  at  Hold remainder with a amount less than the cost. We released it. :Hold remainder Latptop 1ea 400 =400  I remarked that since it’s done, i have the expense row twice in the actual cost( one for the original transaction, one for the Unbilled Remainder). Hold remainder Latptop 0ea 100 =100 Original cost Laptop 1ea 500 =500 Total in actual cost balances       =600😶 I saw in help this :I dont see at the moment any reversal transaction.So, at this moment there is a problem my expense balance isnt good because it sum up both amount. I said to myself that possibly they (developer) have thought of reversing it on the next invoice. So I did the next invoice, a write off the remainder, and now, the Reversal transaction appear.So, Now we have good expenses balances.Hol

Hello! We have AP bills that we are trying to put in and apply retention to put it’s not working.  Some have commitments tied to them, some don’t.  We click the “apply retention” button and nothing is working.  Can someone help? Seems like we’re doing something wrong.  

Looking for best practices on adding change orders to an existing commitment?Right now we’re adding line items to the bill but I don’t think that’s the proper way to capture a commitment change order.  If anyone can link a video on how to do this or describe best practices it would be very helpful! Thank you!