Construction

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!

We are a subcontractor working on our initial Acumatica set-up. We send out multiple quotes daily to several customers and need a way to track/follow-up on the progression of the quote from bid to project award. This could mean reaching out to several different tiers (Arch, GC, EC, etc).  Additionally, we need to be able to see all opportunities that have been sent to a specific customer, whether they were awarded the project or not. We looked at setting up the bidders under Opportunity/Relations, however the only opportunity records that show under the Opportunities tab, in the Business Account, are the ones that the customer is specifically listed as the Business Account in the Opportunity. Are there any other subcontractors that have dealt with this? What was your workaround? 

@Omar Ghazi  When will the Smartsheet Integration be upgraded for compatibility with 2023 R1?  The latest version available in GitHub for 2022 R2 fails validation on Build 23.103.0013.  I have a client that relies heavily on this integration and is planning their upgrade to 2023 R1. 

Hi AllAsking for advise, construction companies does not maintain a big amount of inventory so we have all of our inventory as non stock (even the construction materials) since most of the constuction companies are using just in time. At the end of the year, we need to keep track of the items that was still in our inventory for reporting purposes. These remaining inventories are bought in advance but was not yet issued for use at site. Any advise on how to track remaining inventories by the end of the year if initially, the items are part of non stock? 

Title says it. Just wondering if anyone in construction who has used Acumatica is willing to chat with me in the next couple of days about your company’s experience. Thank you!

We are a construction company that uses the Project module, with very detailed Tasks and Commitments for the parts of the project we sublet out.The quantities of previously billed items from our subs sometimes get adjusted downward by the time the project ends.  For example, we pay for the construction bathrooms by the month.  The original PO had allotted 6 months and we have been billed by the sub monthly, for 6 months total.The project ended 1 week earlier and the sub issued a credit for .25 of a month of charges.I can easily associate the the credit to the project and task line, but I need to associate the Debit Adjustment to the original PO so we can easily see the total bought from that sub for that project by looking at that particular PO History.I’m also dealing with a price match scenario with those same bathrooms, we have credits (Debit Adj) from the sub to apply to the already released Bills.Any ideas? Thanks in advance!~Audrey 

Hi, all!We would like to ask why customers are using Project Cost History (PM706230) report and not the other reports (for example: Project Transactions (PM633000) report or Project Transaction Details (PM401000) inquiry)?We would really appreciate your feedback!Daria Chuprova,Business Analyst Project&Construction

We have added some datetime UDF’s to the submittal GI and are needing to apply style formulas for when the column is blank verses when a date is entered. Unfortunately, I keep getting error messages when I try to enter any type of greater than or equal to parameters in the formula.The dates pull fine to the GI when I don’t have a style applied. It also works if I change the UDF type from datetime to text, but we’d really like to be able to select a date verses typing it in all the time.Is it possible for a datetime data field to have this type of style formula applied to it, and I’m just missing something in the formula? Or do we have to change these to text data fields for the style to work?This very easily could be user error. Here’s my current formula:=IIf( [Submittal.AttributePLANDATE]>='0', 'blue60', 'red60' )

If i have a project with a task with a billing rule T&M. For some reason, sometime i do a support case which i set time activity billable, and i bill it via Support case invoicingFor some reason, sometime i do a Service Management Appointment which i set time activity billable, and i bill it via Service Management invoicing. Does the system is done to handle that in a global behavior in order to dont bill the transaction twice with the T&M?EX1: set in the project transaction Billed to true when we bill a Support case or a Service order?EX2: set in the project transaction Billable to False when we bill a Support case or a Service order?I hope it’s clear, let me know if you have questionThanks!

Anyone out there using Acumatica Construction module with external time keeping?  Looking to connect with companies that are using partner software for time keeping to get some advice, pros / cons, etc. of these solutions. My company just started using Acumatica ERP and currently integrate with WorkMax for our time keeping solution.  We need to have employees clock in/out in real time and we are starting to do job costing, but are struggling with that.  Any suggestions on time keeping software or on how other construction companies have Acumatica set up and do job costing would be very helpful.

We are needing to use activities under projects, but do not want to track time and costs. Even though the box is unchecked under Activity Types, it pulls up automatically checked when we create an activity from the project level. If we uncheck the box, the required project field disappears, so we are unable to link the activity to the project that way. My other thought was to link the activity back to the project via the Related Entity Type, but Project is not an option in the dropdown. See screenshots. Right now, our workaround is to leave the Track Time and Costs box checked, but uncheck Billable. However, to save a project task and cost code are required, which is something we don’t want/need. These extra steps aren’t required in other areas, ie: Project Issues, Project Quotes, Opportunities. How do we make this work, but keep it simple? Track Time and Costs Checked - Project Field ShowsTrack Time and Costs unchecked - No Project FieldProject not a selection for Related Entity Type 

I’m trying to understand the best practices around using drawing logs. How are most construction companies adding, organizing and searching through plans when uploaded as a drawing log. Our the complete pdf files that could be 100+ pages added as a single drawing log? When including drawing logs to RFI’s, submittals, and change requests are new drawing logs created and uploaded with only the specific page from the plans that is needed.Our Team has experience with AutoDesk Construction Cloud where a plan is uploaded and automatically parsed into sheets. When creating RFI’s, submittals, and change requests then then link to an individual sheet or sheets.With Acumatica it seems that we would need to use an external program to export the proper plan pages, potentially add markup and then link that new drawing log to the issue. Is my understanding correct or am I missing how the drawing logs should be used?

Hi,I remarked that it’s possible to edit a unit cost of a row in the grid of a Purchase Order once the item in question is already received, is it normal? I think that should be in read only?! Thanks