Construction

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

Hey, gang - I’ve got a client set up to recognize revenue for a fixed price project with periodic billing that needs to recognize 100% of the revenue at the end of the project, but I’m curious as to what the best practice is in the likely scenarios when  The project is complete and the actual cost(s) do not meet the corresponding budgeted amount(s) and The opposite situation where the actual costs exceed the budgeted amounts.Respectively, what would be the most effective process for recognizing the balance of unrec’d revenue and also setting limits on how much revenue can be recognized?  Thank you in advance!

We are almost ready for Go-live and the customer noticed that the description from the change request isn’t carried over to the Change Order. The process:Change request creation 00001 Click on the Create Change Order button to create the Change Order  While looking at the cost budget it’s empty. As seen on the screenshot below: 

Hello Team,We have a client requirement to control or validate the posting/ creation of time entries against project budgets. Specifically, they would like the system to generate a warning notification when a user selects a project and task in a time entry and the recorded time exceeds the allocated budget. Ideally, the requirement is similar to the budget overrun notification that appears in the Purchase Order screen.   Can anyone please advise if there are any out-of-the-box configurations or possible workarounds that can be used to achieve this requirement?Thank you in advance for your guidance.-Yasali-

We have just upgraded to 2025R1 and are trying to understand the inventory sources “Free Stock” and “Project Stock”. Main question described below:I’ve come across this basic description, but it’s not making sense to me based on our project settings: In our projects we have the inventory tracking as “Track by location”. For our projects we usually do “Project Drop-Ship” Purchase orders, so the inventory never shows up in our warehouse. Any inventory that we receive on normal purchase orders if available to be issued to any project.MAIN QUESTION: When processing inventory receipts or issuing inventory to a project, it now makes us choose whether it is “Free Stock” or “Project Stock”. We don’t want to classify it as such. Should we be worried about how it is classifying the stock? When issuing it to a project, the project will not be offered as a choice if we select “Free Stock” as you can see here: It only allows us to issue it to the project if we select “Project Stock” as the inventor

Dear community!This customization package is applicable to Acumatica 25R1 and later versions.The package includes a generic inquiry that demonstrates the new project & construction reporting capabilities. The inquiry is provided “as is”.After publication of the customization package, in order to view the data for the existing projects, you need to run the recalculate project balances process.This customization package contains 3 generic inquiries. Two of them are used in the third generic inquiry “Project Bdg vs Actuals Through Date”, which gets added to the menu once you publish the package.This generic inquiry allows the user to see the date-through actuals and review the budget performance for a specific date (as the screenshot below illustrates). More information and demo will be provided in the 2025R1 Construction Partner Training session that is coming soon.Please share your feedback on this GI in the comments to this post.Thank you!

I'm working on creating a report that contains all of the contact information for the other trades we typically coordinate with onsite. Information would be found in the Construction module under Projects and the Contacts tab. I'm having trouble getting the coding to pull the correct information. Right now, it's pulling in a random contact that isn't associated with the project I am using for testing. I'm sure there is a table or relation that I am missing, but every time I make a change it gives me a new error. The other thing is each project could have several contacts associated with it that I would need to break out per role on the report. I would think that I could add some type of if/then statement for each role to pull to a different designated location on the report, but want to make sure this is even feasible before I invest too much time into trial and error.Element Properties for Contacts:Current Relationships: Current String: =[ProjectContact.ContactId_Contact_displayName] 

I have two situations: one in a SaaS environment and another in a cloud environment. Using the link mentioned above, it works correctly in the SaaS environment, but it does not work in the cloud environment. Could you please suggest what I can do?  

We plan on using the Time and Material billing rule in the near future for our Cost+ projects. We already set up everything (billing rule, rate tables, etc.). After doing some testing, I find it takes a lot of time to create a pro forma invoice.My question is : Do you have any tips to make it more efficient, since we expect a very high volume of transactions? (+/- 500 cost transactions per pro forma invoice)In the “Time and material” tab of the pro forma, is there any way to select multiple lines at once? (either to delete them or to change their statut to “write-off”?)   I notice that we can “Export to Excel” the transactions from the “Time and material” tab of the proforma. I was hoping we could extract the datas in Excel and upload it back after making some changes (for example, update the status or unit price). My conclusion is that there’s not much data we can upload from the Excel, which would be very helpful.   Related to #2, when we extract the transactions to change some data

I have a custom field called SharePoint Link on the Projects screen. It works correctly as a clickable hyperlink in the Classic UI, but when using the Modern UI, it does not behave as a Weblink, even though I have applied all the necessary changes.  

I am working on a customization for the Weekly Crew Time Entry screen (EP507020) and I am stuck. I am hoping someone has solved this before.What I Am Trying to DoI want to filter the Cost Code dropdown on the Weekly Crew Time Entry screen so it only shows cost codes that are:Budgeted under the selected Project on the row Budgeted under the selected Task on the row Belonging to Account Group where groupCD = "L"  What I Have TriedAttempt 1 — CacheAttached with PXSelector     public class LGroupCD : BqlString.Constant<LGroupCD>    {        public LGroupCD() : base("L") { }    }    public class EPWeeklyCrewTimeEntry_Extension : PXGraphExtension<PX.Objects.EP.EPWeeklyCrewTimeEntry>    {        #region Event Handlers        [PXMergeAttributes(Method = MergeMethod.Merge)]        [PXRemoveBaseAttribute(typeof(CostCodeAttribute))]        [PXDBInt]        [PXUIField(DisplayName = "Cost Code", FieldClass = CostCodeAttribute.COSTCODE)]        [PXSelector(typeof(            Search2<P

i.m currently on an older version of Acumatica, testing in the sandbox for version 2024R1. I am using the Construction module and crated an invoice for a project. The invoice appears in all of the modules correctly, however, the issue i am having is with the Project WIP Report and Project WIP Detail Report. The Project WIP Report headings Revenue Recognized and Billings in Excess of Costs is showing the correct amount but the Period Billings and Billings to Period are showing credit amounts.In the two test scenario billings created and posted for the two projects, there were no debit or credit memos to cause a credit balance. It appears the credit balance is equal to the tax amount on each billing. In reading through the notes this is a known problem after the 2023R1 release. The proposed solution to run Recalculate Project Balances doesn’t seem to be working.Any ideas as to whatelse i could try?

Hello everyone!We’re new to 2025R2 and currently testing in our sandbox. Of course being a Construction client and having been to Summit we’re excited about all of the new bells and whistles, most importantly we are looking forward to the Construction 360 Dashboard. Much to our dismay, we ran into a “lot of zeroes” after turning on the Modern UI and trying it out. However, we learned that most of the information can be populated through the Cost Projections By Date, and now have 13 out of the 15 columns populated with stats. This of course leads me to a few questions which I hope the community can help with:For setup purposes, does every Construction customer have to run the ‘Cost Projections By Date’ report each and every time they want to see updated stats? If that is the case, have you just created a Business Event to run this for all of your projects? (We currently have 43 active projects) And if so, do you run your Business Event to update on a daily, weekly or monthly basis? Even

I’m working on developing a Project Cash Position Report for a construction company in Acumatica and would appreciate guidance from anyone who has built something similar.Goal:To create a report that shows a real-time (or near real-time) cash position per project.the report would help project managers and finance teams understand current and projected cash flow at the project level

Hello Community Effective 25R1 Acumatica has changed the legacy method of using Single or Multiple projects per document. Now when a user changes a Project from Invoice Header, all lines project is updated to be identical to the project from header. Also, if a user selects different projects in the lines, the header project is nullified and instead a text “<Multiple Projects>” is displayed. In my view it would have made most sense to allow selecting a “Primary Project” on the header which would be copied to the lines by default, but user could change the line “Project” without the “Primary Project” is being nullified.I have spent some time to figure out what Graph/Ext and possibly FieldUpdated events are triggering this logic but cannot find the right piece of the code. Has someone possibly searched for these two logics and have found it so can pint me to that piece of code? Thank you in advance for any insight. 

Team - can anyone explain why the Open AR Balance field is never 0 for invoices of the Voided status?  I’ve got a client who is asking if this can display as 0, but I can’t find anywhere where it can be configured.    

Hi,I have a situation regarding the release sequence of pro forma invoices and would appreciate some clarification.Here is the scenario: Pro Forma 1: Large lump-sum amount(Progressive) (still pending client acceptance) Pro Forma 2: Extra work (T&M) currently under discussion with the client Pro Forma 3: Large extra T&M amount that has just been accepted by the client Pro Forma 4: Newly created All of them are currently on Hold.Since Pro Forma 3 has now been approved by the client, I would like to release it so we can proceed with invoicing. However, Pro Forma 1 and 2 are still under discussion and cannot be released yet.Is it mandatory to release pro forma invoices strictly in the order they were created?If so, what would be the recommended approach in this type of situation where earlier pro formas are still pending client approval but a later one is ready to bill?Thank you for your guidance.

Having an issue trying to cost Inventory to Projects. Here is our workflow:We create a Service Order and associate it to a Project. We then requisition items by either creating POs within the Service Order, Appointment, or Project. I can confirm that when the items on these POs are received, they are going into Project Stock and not Free Stock. However, when attempting to Run Billing on the Appointment we are receiving the below error. It is as though the Service Order/Appointment is trying to create an Inventory Issue from Free Stock. Is there some setting I am missing to make the Service Orders create an Inventory Issue using Project Stock?I do not want to “Allow Issue from Free Stock” as the material I am trying to bill is in Project Stock