Construction

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?

Hi team, This is in standard Project Dashboard which call Project weather.Can I know which is the recommended URL to use as the rest of the Api in the documentations are for Daily field report usage?We already try to do some testing, but the following weather map doesn’t work on the dashboard.Refer to attach image. 

Hi dears, Has anyone seen this before? Whenever I hit the run billing, it creates extra lines with no information.It happened one of my client site several times, raised case few months ago but no luck get answer till now. Today, it happened to me while doing P100 course in the demo site. Here is the steps what I did:Used template to create Projects Uploaded the Tasks and Revenues budgets  Created the Project transactions Changed the Revenue Budget Level as a task  Then hit the run billing (it was normal and then tested few following things) Changed the few things under the cost Budget, but removed the figures Changed the Inventory ID’s for Revenue and Cost Budget Changed the billing rule Then hit the run billing again I suspect it is because of inventory but can’t really figure out why or how to stop. ThanksEddie 

Hello, I have accidentally deleted lines in my cost budget and was wondering if there is a way to retrieve them as several invoices were sent out which is affecting my previously billed when I enter the new lines.  Please help if you can. 

Hi Team, When i customize my own approval setup screen it is always showing ID number not text value of the number. It suppose to show map name. Attached my graph , dac and aspx   <%@ Page Language="C#" MasterPageFile="~/MasterPages/FormDetail.master" AutoEventWireup="true" ValidateRequest="false" CodeFile="YTPCAS01.aspx.cs" Inherits="Page_YTPCAS01" Title="Untitled Page" %><%@ MasterType VirtualPath="~/MasterPages/FormDetail.master" %><asp:Content ID="cont1" ContentPlaceHolderID="phDS" Runat="Server"> <px:PXDataSource ID="ds" runat="server" Visible="True" Width="100%" TypeName="YTLProjectCode.ProjectCodeApprovalSetupMaint" PrimaryView="Setup" > <CallbackCommands> </CallbackCommands> </px:PXDataSource></asp:Content><asp:Content ID="cont2" ContentPlaceHolderID="phF" Runat="Server"> <px:PXFormView ID="form" runat="server" DataSourceID="ds" DataMember="Setup" Width="100%" Height="100px" All

Is anyone aware of how use tax can be calculated on the inventory management module?  

What is the easiest way to generate an AR Aging report that shows only customers that owe less than $50?  I do not see a way to set a filter for a “less than” amount.  Version 2022 R2.  Thank you!

When trying to choose an email template for Add Email in Activities, I get the following error:We are using 2022 R1.  We’ve been using the template for a couple of weeks with no problems until this morning. 

Hi Team,  I tried to import the data with graph having master detail screen. It is importing to header details only when it is importing to line data it is have following error.   Regards,Sakthi

Has anyone created a better way to send paystubs to employees?  We are having horrible adobtion of users logging in to view paystubs. We are having to email some paystubs, print and snail mail to others.  Its taking hours to get through all the requests each week.We are on 2022R2Thanks,Jeremy 

Hello, I saw that there was during the presentation of the 2022R2 a point which is in development: Blueprint annotations. Does anyone have any details on this? This is a feature I was waiting forThanks

When creating a new change request there are a default checked “Create Commitment” box, as shown below. So, we want to make this checkbox unchecked by default always. Is there a way to modify this setting? Thanks! 

How does the defaut account work or what is it ment for in the equipments. I’m aware of the rate Item for the projects costing, I would like some light on how the defaults works as the explanation is not clear.  

Whe you have rental machine that you collect time card for in the system. Upon releasing this time card you get an expense that will update my budget line meaning that I will clear my accrued liability with the supplier Invoice. The reconciliation seems cumbersome due to the number of PM transactions created by the Equipment time cards. Is there a work around to this  or anyone with a good idea on report?. Project Transaction - Time card Time Card.GL Transaction. Receiving Invoice at Month end reconciliation required.-  Cheking the project transaction and referencing to time cards. If the balance of the Time cards and bill are not the same adjust via the Time card correct Function.   

Hi there! For the construction industry, is Acumatica able to track certificates of insurance along with the expiration date so that it will notify either us or the subcontractor?Thanks!

The project quote is for our customer and there is no area in Project Quotes to add a detailed description for our scope of work.  We are using notes but it is such a small section it is hard to use and then can only have data in it for the project quote.

Hello Community,We have a project which has Inventory tracking settings as Track by Project Quantity and Cost.On the warehouses We have a location assigned to this project. When creating a direct receipt to this location we are getting this error despite this location being related to the project. Kindly assit on what I might be missing.   

All, We are new to Acumatica, and we are running into an issue when we have to reverse a progress billing. We reversed it using the Proforma, not the AR function, and applied the credit memo as we have been trained. The issue we have now is when we try to rebill the project, the system reflects the percent billed that we reversed and we cannot correct it. We need the ability to reverse and later rebill the same percentage without issue. Has anyone else run into this issue? If so, how did you correct it? 

How can I update multiple  cost codes by modifying existing values? I am trying to change the description and numbering sequence of cost codes. When I import, new values are added. How to I import and modify the existing cost coded without manually editing over 2000 cost codes and descriptions. Thank you. 

In the construction edition using Progress Billing is there a work around to use multiple WIP accounts?  We currently set up our projects with multiple costs codes using different account groups to each Task.  We want to use WIP for proper accounting, however the issues lies when we go to invoice a project task we can only select 1 WIP account group to apply reversing transactions.  This means all of our project transactions (material, labor, other) must be grouped in to a single WIP account to ensure all these transactions are reversed upon invoicing.  We then loose transparency of the project costing having only a single costing account to view until invoiced.  This doesn’t seem to be a problem using Time and Material billing method, because we don’t have to select a single WIP account on the project task.

Restriction groups seem to behave differently with project account groups than they do for GL accounts.In the GL, you cannot see the balance of a restricted account or any associated transaction. In the Project module, if you have a restriction on an account group, you can still see the balance of that account group from the Balances tab, but you cannot check the transaction details.I reviewed the documentation to see if this is by design, but couldn’t find any mention of that. One of our customers is relying on this behaviour but I warned them this may be an oversight and that the behaviour could change in the future.I wanted to check here before opening a support ticket in the portal.

After creating an AR invoice from the proforma invoice in a project, it will not allow me to release it. I get this error message:Does anyone have any idea what that means?

Is there a way to manually update the Reference Nbr. (Numbers) for the AP invoices entered?