Construction

Is there a way to create a Time and Billing Project with a Not to Exceed billable amount?

We are looking into implementing a bank feed to create expense receipts automatically. Does anyone successfully do this with automatic feeds? If so, who is your credit card provider? 

Hello, our project config is as is for revenue :Configuration of the project When we convert a project quote into a project, the system renames all items(tasks in our case, by the configuration above ) in the Revenue Budget table with the word "Aggregated", so we lose the description of the task (which comes from the task tab). The task descriptions must therefore be copied from the Task tab and pasted into the Revenu budget tab manually. Can we fix this? Task Description Result : Task description is not here 

We are trying to mark a sales quote as converted but when attempting to do so, we are getting the following errer “Cannot save changes to the database and execute the markAsConverted action due to a validation error in the PX.Objects.CR.QuoteMaint graph.”The Opportunity has two sales quotes.  This one is not marked as the primary quote.  Does anybody know how to get resolve this?

Dear Team, My customization requirement it loading manually uploaded file into Business Events. Programmatically link the file in to Business event action. Is it possible to achieve it? Regards,Sakthi

Does anyone have a solution for the following scenario:For a construction job, purchase materials in one state, for use on a project in another state.  The difference between the sales tax on the Vendor Invoice on the purchase and the Use Tax due to the jurisdiction of the project must be submitted to the jurisdiction of the project.  How to have the system identify that this needs to be done and calculate that use tax due in another jurisdiction. Thanks

Hi Team, I have created the Processing screen when i run process all fine. But when i click on selected checkbox it is causing following issue.  Regards,Sakthi

Hi,Do someone use this function? Seems to be a good idea,But on my side i dont receive any notification on my phone?Thanks!  

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!