Construction

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?

I am looking for an inquiry or report that can give me the project balances by account group at a specific period end date at an point in time. Does this exist and if not, is it easy to create?

Hi, I have a customization project which has been developed in my Local instance of acumatica erp. now I need to deploy this whole customization project in a different acumatica ERP in the cloud. How can I do this?Once I tried this using import option in the customization projects but it didn’t allow me to do because of exceeding the size. below screenshot for the reference.Is there any other way to do it? Can someone suggest me the solution or send me any guidance resource?Thanks.

Hello: How Can I fix this message error:Thank you  

Hi Community!I hope everybody is having a good day.I need to do some test on the project managment and Construction module but I don’t find any Demo Data for this modules. All what I found was related just to sales but I don’t see projects information on it.I found this video on YouTube doing a demo of the Construction module but I didn’t see a link or a way to create a demo like the one he is exposing.If someone have some demo data for this modules I would appreciate your help!

Does anyone use Destini Estimating along with Acumatica?

Hello Everyone,I am working on a T&M invoice and press “Run Project Billing”, it says it was completed but no Proforma invoice was created.  I am not sure why the invoice is not creating, has anyone had this happen?

Hi all,Do any of you use HCM Tradeseal for Certified payroll and union reporting with Paycor payroll?Thanks, Kay

Can I delete a commitment change order that was synced from Procore to Acumatica without reversing it? It was synced accidentality, so we want to deleted it in Acumatica and unlink it between Procore and Acumatica. Is this possible?  

We are trying to find a way to restrict our project managers access so they can only view the jobs they are managing. Right now the only solution proposed is to create a security group, and then name it as that project manager, and whenever a job is set up go to the group and individually add access to that job being set up (in addition to having them listed as the project manager in the project manager field at the job level).  We found this solution very frustrating given that we fill out the project manager field on each job already during job set up. Are we missing a better solution? 

Hello Acumatica Users :)As it relates to AP automation, do any of you know if there is an auto acquire of images from email into Accounts Payable with templates in Acumatica?   Also, I am wondering if anyone figured out how to get the AP invoice images to pop up on another screen.  (I upvoted Erica’s post on this from 2 years ago - currently under “Pending Review”) Thanks!Kay Howe740-418-5250 cell

Hello,I am very new to Acumatica and I’m attempting to figure out the best setup for project manager user roles/access. We want them to be able to look at project budgets/costs. What roles have others granted project managers so they can see project costs, but really not anything else?