Construction

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? 

Did Acumatica remove the ability to change a Project ID after creation? I cannot find the Specify New ID Dialog Box.  Current Version Acumatica 2021 R2Build 21.216.0034

Hi,Do someone know what is the difference if we enable “bill separatly” in the billing?Thanks 

i have a client who would like to add an attribute to projects, however, the project attribute screen doesn’t appear to show the newly created attribute.the goal is to set up the attribute to be able to select the specific employee leveraging the scheme object.  We specified PX.Objects.CR.CREmployee with “AcctID” as the Scheme field so that we can select the correct employee but it doesn’t appear to show up on the Project attribute side/get this error:am i looking at this wrong? is there a way to create an attribute that would allow someone to select from the list of employees that in the system or would the selections need to be specified in some sort of drop down box?TIA!

Can we setup approval workflow in purchase order when it will exeed the budget of the selected task and selected project?

One of our clients attempted to release AR retainage for a project and got the below error. After much testing, I discovered that it’s because this project has a default task selected. Removing the default task allowed all retainage to release normally.Is this the intended workflow? Has this come up in support / knowledgebase before? I looked and didn’t find anything, so I’m curious if anyone else has experienced something similar.  

Hello Community, I need to Join PMTran and APTran. My understanding is the below join should work but when I compare some of the transactions which are generated from AP, their LineNbr doesn’t agree to OrigLineNbr in PMTran. Below is the query I need, which is a simple one but not sure why LineNbr field doesn’t align.  var tran = SelectFrom<PMTran> .LeftJoin<APTran> .On<PMTran.origTranType.IsEqual<APTran.tranType> .And<PMTran.origRefNbr.IsEqual<APTran.refNbr>> .And<PMTran.origLineNbr.IsEqual<APTran.lineNbr>> .And<PMTran.origModule.IsEqual<BatchModule.moduleAP>>> .View.Select(Base);If this is not the right join, then what is it?

HI All,All transactions linked with the project seem to show on Project Transaction PM3040PL but don’t know why recording Prepayment on AP Check & Payment does not.For the business case, we record deposits from customers for the specific project. We use Prepayment on AP Check & Payment for that purpose. Even though we have linked this transaction with the project, this transaction doesn't show on Project Transaction.So when we want to check all transactions related to 1 project to calculate how much the customer own us on the specific project, it will go wrong.Is it somethings wrong on my setting or the transaction Prepayment on AP Check & Payment dont link to Project Transaction as default?

Is there a way to access files that are attached to an invoice from outside? We have synced all invoice to a payment portal.Many customers want to access the original document that our accounting upload to the invoice in Acumatica as attachments. I cannot find the table that records the relationship for invoices and files. any advice, please. Many thanks advance. 

A client of mine requires restricting access to projects for their project managers. They do have around 15 Project managers. Their access needs to be restricted for projects, Purchase orders and Purchase receipts.I’m just struggling to think of the best way to handle this. I thought of restriction groups however not sure how to do that for 15 different people who require access to a single project or two, purchase orders raised for that project and can do purchase receipts for the project.In the instance, a procurement manager raised a bulk purchase order for different projects at the line level these managers need to be able to pick up the relevant entry for their projects.Any ideas ?

I need to include the Sales Account under Customers in Receivables for a Generic Inquiry. I tried adding tables and the Location ID to pull the information but nothing is pulling. Attached is my export of the GI. What am I doing wrong? Thanks, Framces  

Hi,Would anyone know how to best handle scenarios where you don’t want to pay the whole or a portion of AP retainage to the subcontractor?I’m thinking of a scenario where the general contractor ends up doing a warranty repair themselves or contracting a different sub to do the work so they keep the retainage.The release AP retainage screen allows you to do a partial release but keeps the remaining amount open. I’ve tried posting debit adjustments as well but the system does not allow referencing retainage bills.

Looking for some best practices or trainings on how to use the projected cost to complete functionality in Acumatica? Looking to update the cost to complete on a monthly basis on each job and for it to flow to the WIP.  Thank you in advance for your help!!

Is there a way to use the “generate periods” button and choose the date range (instead of what it defaults to)?  We use forecasting and update monthly based on equipment lead times.  When there is a detailed SOV with many lines, it takes a while to use the “add period” button on each line item to choose the date.  I’m sure there must be a more efficient way that I am missing.  Thank you.   

I’m looking for UAT or CRP scripts anyone has used before.

Hello,We are in the middle of implementation. How do people handle numbering of everything in the system?  We have always number things 1,2,3,4, etc.  But since Acumatica sorts numbers as text the numbering goes away.so now it sorts 1,10,100,2,20,200, etc. Does everyone go out to 0001,0002,0003,0004 or something along those lines?  We are running into this in inventory, construction task list, revenue codes, etc.Wondering why do numbers get sorted as text?

Hi,We have a client that only needs approvals for Project ID’s that begin with a P. However, when I create a Project ID that begins with a B it’s still requiring the approval workflow. Here are my conditions. How can I modify my conditions so it does not trigger the approval workflow when I create a project that begins with a B. Let me know.  

There is a way in a customization project for the screen Project Transaction :That the Unit Rate field automatically pulls information from the cost(vendor sale price) in the item as soon as you put an InventoryID? Thanks!