Construction

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.

i have a client who is using task, item and cost code on their cost budget.  everything has it’s own description (task is filled out on the task tab of the project) however, when i add the cost code to the cost budget, the description inputs the cost code description, not the task description or the item description.  i was wondering if there was a way to change what description defaulted to that (ideally, i would like the inventory description to populate in the field): 

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!  

Hi,I’m new into customization project.I want to put in the header a selector for project and task for the Request form(RQ301000), like the appointment form(FS300200). I think a may need to add this <px:PXSegmentMask ID="edProjectID" runat="server" AutoRefresh="True" CommitChanges="True" DataField="ProjectID" AllowEdit="True"></px:PXSegmentMask><px:PXSelector ID="edDfltProjectTaskID" runat="server" DataField="DfltProjectTaskID" AllowEdit = "True" AutoRefresh="True" CommitChanges="True">/px:PXSelector> <px:PXSelector ID="edUProjectTaskID" runat="server" DataField="ProjectTaskID" AutoRefresh="True" CommitChanges="True" DisplayMode="Value" AllowEdit="True" /><px:PXGridColumn DataField="ProjectTaskID" CommitChanges="True" DisplayMode="Hint" />Could you help me ? Thanks for all Picture of the target :  

It would be very nice to be able to add separate subprojects (Child) to a Main Project to be able to track total revenue.  These would be projects where a change order wouldn’t make sense.  Say a main development project (progress billing), a separate child project for reoccurring billing of a maintenance contract. and a separate child project for T&M Billing.  Each of these has different revenue recognition needs and occur on different billing schedules but It would nice to be able to roll them up for reporting.

Hi there - We are a construction company that is new to Acumatica.  Our employees recently started entering time into Acumatica through Employee Time Cards.  I am seeking feedback on what the appropriate workflow should be for releasing the time to ultimately post to the GL.   Right now our workflow is:→ Employee completes the Time Card → submits the Time Card for approval → Time Card is approved → we then “Process the Time Activity” via “Release Time Activities” → then Release the Project Transaction generated from the processed Time Activity.This process seems to work well for processing the time through to a Project and GL posting, but I’ve noticed that the Time Card remains in a “Approved” status rather than “Released”.   I suspect it may be that I am mixing the Time Card workflow with the Time Activity workflow and that I should “Release Time Cards” rather than “Process/Release Time Activity”.  If this is the case than I am additionally seeking guidance on what the difference is b

Hi,i am having trouble logging into the mobile app for a client.  i am not seeing the tenant list either which is strange.  i am on version 22.052 of the app.  anyone else experiencing similar issues? 

does anyone know what the character limits for the following areas on the on the change order/requests forms: Change Request Detailed Description Tab & Summary Level descriptionChange Request Estimation Tab - line level descriptioni am also curious to know the character limits on the change order form for the same areas (summary description, line level description, and detailed description also, if there is an easy way to find out myself, i would love to know :) Thanks!

Can another Shipping Destination Type be added for Purchase Orders?   I’ve been asked to add “Custom” as another Destination Type but I don’t see where these are defined or where I can add a choice in the drop down list.  

hi,any recommendations of a workaround (without customization) that would allow projects to use customer specific rates for specific items?  i know i can create rate tables for items (which i have set up to use the price from the item) but am trying to figure out a streamlined way for negotiated rates by customer and item.i have tried to have the billing rule talk to the revenue budget unit price however, currently, that is not a field i can select (I can only reference the unit rate on the cost budget): 

i have a client who wants to track costs by square footage for labor and material.  would the best method be to create a conversion for square footage to hours.  the client also has the payroll module so i’m wondering how the actual payroll hours/amounts would translate to the project.TIA

Show due dates on a calendar for open issues, RFIs, tasks, project quotes, etc. An option to view on a calendar.

There is only one option to generate conditional waivers on AP check printing, need to be able to select generate conditional lien waivers when the bill is entered, this makes most sense to clients that require a conditional and unconditional lien waiver.  Please expedite this as it is a deficiency in this module. 

Does anyone know why Project Balances or Cost Budget lines do not alter even after AP Credit Memo is released / applied?

know if the row was accessed or opened I am using soap due to concurrency, from my web services I want to check if the record is open in acumatica, so that I can send a message from my web services

Hi,I have a client that records their revenue to a deferred revenue account right away. I was able to create an allocation rule that works. However, the client uses several revenue accounts that might be different for each project. I tried setting up all the accounts in one allocation rule. However, when I run the allocation, only one revenue account needs to be allocated but the allocation rule duplicates the allocation for the other G/L accounts and I don’t want that to happen. When the allocation is run it’s supposed to debit the deferred account and credit the revenue account setup under the Defaults section within the project. It does this but duplicates the same amount to each other revenue account. Here is my allocation rule. The calculation rules and allocation settings are the same for each line item. The only difference is the revenue accounts.  Will I have to create a separate allocation rule for each revenue account? All the revenue accounts are in the same account group an

HI All,I try to run the billing project and got this message “Error: 'Serial Number' cannot be empty.”Do you have any idea where the serial number can be set up?