Construction

Following an upgrade to 25R2 Build 25.201.0213.3 this Known Issue is still occurring. The current Solution indicates updating to 24R1 or new for the fix…. is there a solution for 25R2 that anyone is aware of? This error occurs when a Requisition has an attachment at the line level, preventing the PO from being generated. The workaround requires users to remove attached documents from the document line level prior to creating a PO. This is problematic because File Attachments added to a Requisition at the Document level do not get attached to the related PO.  

I am using the above reference to implement this. On the Projects screen, I have two tabs: BTC and HWP. The HWP tab contains multiple UDF fields that should be visible only when the HWP branch is selected; otherwise, they need to be hidden.  After implementing this, the fields are not showing under any condition. Whether I select the HWP branch, BTC branch, or any other branch, they remain hidden. Could you please guide me if I am approaching this correctly?

Hi, we have a subcontract that incurred backcharges for scope that was bought out by another company that ran the subcontract total amount into the negative. We recently changed our ERP to Acumatica and we are looking to track this backcharge but cannot process the change orders that run the subcontract into the negative.How can I track this negative commitment amount for my project buyout summary?ex. Subcontract A issued for $5,000. Subcontractor A failed to perform work and another Subcontractor B bought their contract for $5,100. We need to process a deductive change order for the buyout amount to accurately track the money owed to us by Subcontractor A for the increased cost of Subcontractor B.

We’re looking for a way to track which Invoice or Proforma a specific Change Order was billed on in the Project module. Specifically: Is there a field within the change order,  or a report that shows which Proforma or AR Invoice includes a Change Order? If the Change Order was partially billed, is there a way to see the amount invoiced to date and what remains? What’s the best practice for tracking Change Order billing in Acumatica? Any tips, custom reports, or screen references would be much appreciated!

Hello - most of the work we do is cost plus so we need supporting documentation to send with our invoice to our customer to be reimbursed. Our jobs consist of reimbursable items like employee travel that is loaded into the system via cash purchases, billable hours at a rate * quantity, and vendor invoices processed via AP. This leads to quite a few line items that are translated to the monthly billing. When creating a proforma, I thought the system would generate a compilation of files attached to all transactions that are reimbursable on the proforma. It doesn’t seem to do this for the printed version of the proforma or for the substantiated billing that for the proforma. Am I just missing a setting or something to be able to accomplish this? Not sure how the system could generate T&M billings but not have the backup for the T&M billing. Our VAR has of course offered a customization at a hefty price but I expect the system should be able to do this. If anyone else has went thr

We purchase stock materials directly for our projects. Often the materials come in with freight bills, which we historically have added as a separate line item & recognized as a separate account group to the project. However, we are looking at using landed costs to get the actual cost of an inventory item tied to that item - as sometimes we move that item into Free Stock. The question is, is there a report or clear way to show the landed cost variance just on project inventory? We would like to have a clear way to audit why materials are over budget if it is due to inbound inventory freight.

Hello all,How much time does it take to implement & migrate the data into Acumatica for Construction Foundation license?

Is there a way to copy and paste the previous Daily Field Report (DFR)? In our scenario, the foreman is responsible for entering the DFR for all field staff, including labor time and activities. Having to manually re‑enter the same information for all staff every day is time‑consuming.We attempted to use the copy‑and‑paste function for the DFR, but it results in the following error: “Sequence contains more than one matching element.”It would also be helpful if there were an option to upload the DFR instead.Thanks

We are looking for advice on how to handle custom-configured instruments in Acumatica.We purchase assemblies/instruments where the hardware may share the same base inventory ID or vendor part number, but each unit has a project-specific tag or configuration known at the time of purchase. Today, we can assign serial/lot information at receipt, but we have not found a good way to capture the tag/configuration at PO creation so it stays tied to the PO line through receiving.Example:We may order three pressure transmitter assemblies from the same vendor.All three use the same Acumatica inventory ID:ASH ASSEMBLYHowever, each assembly is configured for a different project tag: PO Line Inventory ID Project Tag / Configuration Real Serial Number 1 ASH ASSEMBLY 2593001 PT-101 Unknown until receipt 2 ASH ASSEMBLY 2593001 PT-102 Unknown until receipt 3 ASH ASSEMBLY

It would be really helpful on the Project Cost Budget & Revenue Budget tabs to also be able to Group by Cost Code & Account Group. When summarizing by Task, the GI very conveniently gives a total row. I’m also putting out there the suggestion to have it total without the summarization, because right now it will not total unless the task box is checked (second Screen shot) 

Hi There,I’ve encountered an issue with retainage behavior during AP bill reclassification in Acumatica ERP and would like to confirm whether this is expected or a configuration issue.Scenario:An AP bill is created with a project, task, and retainage applied. The bill is released, and retainage is tracked correctly under the project. Later, I perform a reclassification on one of the bill lines to another project (using the reclass functionality). The original line was code to wrong project about (10% of total cost) The 90%cost  is under project A, and AP retainage is under project AIssue:The expense is reclassified correctly to the new project. In the AP Retainage Register, the original retainage disappear from Project A,  but appears under a non-project code (empty project / X).Expected Behavior:I would not expect the AP Retainage register change the project code but remains under same project codeQuestions:Is this the intended behavior in Acumatica? Are there specific configurations

I am reviewing the Project 360 Dashboards and came across a tile that I don’t have access to. I cannot find where to provide or grant access either.  On the Project Status Screen (PM301500) form the Documents to Approve widget is showing as below and states that I do not have enough permission to view this,  (I am an admin account)  If you click into the “Unpaid AP bills” tile it takes you to the Approvals page, where I have access to. And the “Potential Change Orders” tile takes you to the “Change Orders “ screen which I also have access to. I reviewed the Site Map, Class Dashboards, and Dashboards screens, Access Rights by Screen menu and could not find the correct area to update permissions.  Would anyone know where I would go to update the permissions? Is this a potential bug? 

Here is a real world scenario that I have experienced many times. In this actual case there are obvious low process maturity issues here - company leadership, change management and job roles and responsibilities not being followed.  Not looking to discuss or debate those issues as that is internal to the company to resolve, rather experiences and outcomes, ease of use and lowering friction to increase user adoption on Acumatica processes that are stated to have too many clicks and are too rigid from a customers point of view.CustomerThe customer is a mid-market utility/civil contractor running Acumatica Construction Edition with a major disconnect between what the PO-to-payment process requires and what Project Managers are actually willing to do.The Designed Process1. PM creates POs for materials, rentals, fuel, equipment, etc., (all non-stock items)2. Materials are delivered to the job site3. PM enters a Purchase Receipt against the PO confirming what was delivered4. Accounting recei

Hello guys, our receiver accidentally receive 1 item 2 times and I try to return it in the system. However, it show me The Original Inventory Receipt must be release prior to return.Can some support me with this issue.Thanks  

Has AvidXchange launched end to end Purchase to Pay Integration with Acumatica?

How is everyone monitoring project inventory costs through their balances/cost budgets? Our issue is that the cost of inventory when ordered will appear on a Committed or Open committed column, but once that project inventory is received (or transferred directly) onto the project, it does not appear in the balances UNTIL those inventory items are issued.We need a way to reflect project inventory balances on the Balances tab, ideally on the Actual + Open Committed amount column.Example below. You will see we ordered $303k worth of inventory. It is all received and sitting on the project inventory. But it is not reflected in the Actual +Open Committed amount and is actually showing as a major variance. Between transfers & PO orders, there is $307k worth of materials sitting on this job that are not being accurately reflected at this WIP state of the project.How is everyone handling project inventory for budgeting/cost tracking?  

Are you using Project Budget Forecasting (PM209600) or Cost Projections (PM305000)? If yes, are you getting the desired results? Do you wish you could do more?  If no, why not? Do you need additional functionality for your specific workflows? Could you use a short training session to get you started? 

Hi there, We just updated our Acumatica version and I’m trying to figure out what the “Project group” is for in the Projects screen. I can’t find anything in Acumatica Resources. Could you let me know how we should use it please? Thank you!   

Hello everyone! Do you have a business cases when you need to include control AR account in Account Group?Could you please share your experience?I know it is not recommended setup, but I try to find out what the problems can occuer? Best Regards,Irina Kateneva,Project/Construction team 

Hello, I have a scenario where in the classic UI am able to add the Inventory ID Description Field for the Modern UI am unable to add the Inventory ID description Classic UIModern UI How to add Inventory ID description field to the Cost budget in Modern UI Please let me know

Having a tough time getting the Purchase Receipts to default the Warehouse and Location.  It is defaulting the warehouse but the location just shows <Split> and won’t fill in the default from the Item Warehouse Record.Here’s the scenarios:When doing a Purchase Receipt you have multiple options to enter the Detail Lines on the Receipt.<Enter Receipt> from the PO Screen – this builds the Receipt entry from the PO and does all the settings.  Detail Lines to not have a Default Location.  They do have a Default Warehouse   Manual Entry – this seems to work properly when you enter the Detail line with Inventory ID, the Warehouse and then the Location Defaults from the Item Warehouse default Receiving Location   On a Manually Created PO Receipt – select the <Add PO> button which will show a list of POs from this Vendor which you can select and will fill the Detail Lines – no Default Location.  They do have a Default Warehouse   On a Manually Created PO Receipt – select the &

Is there anyway out of the box to have subtotals show up on the AIA Continuation Sheet for the Original Contract and then the Change Orders? This is what our AIAs looked like out of our old system:Thanks!

Hi everyone, I wanted to check if there is an existing standard report or Generic Inquiry that allows users to search vendor or sub contractor invoices and view related payment details, specifically:Amount paid Payment date Associated cheque number or EFT referenceIf not available out of the box, I would appreciate guidance on:Which tables or data sources to use (e.g., APInvoice, APPayment, etc.) Any recommended approach to linking invoices to payments within a GIThank you in advance for your help!

Hey, gang - I’ve got a client who uses Project Quotes extensively.  It’s not common but they have some quotes that require 1000+ estimation lines.  One thing they became accustomed to with the Classic UI was the ability to right click + insert. However, with the Modern UI, there is no longer any Acumatica-specific right click options, just the browser options.  I’ve tested this in both Edge and Chrome and got the same result.  Is there a way around this?  Something I’m missing?  Thanks! 

Hello!  For those who deal with projects/construction and have to a) procure project materials and b) pull inventory from warehouse stock… what methods are you using to accomplish this? How are you communicating to warehouse staff members a “project pick list”? Are individuals creating POs from the project directly?  OPTION A - POs are cut from the Project directly. Warehouse staff review the Cost Budget and create an IN Issue directly. (which in older versions still requires a transfer to the project first) OPTION B - Sales Orders are created as the “project pick list”. Warehouse staff “Mark for PO” in the Sales Order anything that is not in stock. They pull from stock and “Create Shipment” which in turn issues the inventory to the project. OTHER - what alternative methods are you using to accomplish this?  The biggest gaps I see is the identification of inventory availability within the project record, limitations with POs for adding project items (which there’s a customization out t