Construction

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?

When creating a Drop Ship type PO, the Add Project Item does not populate the selected product with the Orginal Budgeted Quantity and Unit Rate from the Cost Budget. As you can see, I have selected the line item which has Original Budgeted Quantity of 41.When I click add and close this is the result:TMy expected behavior for this button is for the order QTY to be populated by Original Budgeted Quantity and Unit Cost to be populated by Unit Rate from the project cost budget.As is, I must download the cost budget and chop up the excel to what I want on the PO and then upload, eliminating the purpose of the button, not to mention being a tedious, clunky process.If I use it, I must hand enter the order quantity and cost for every line, copying by visual reference from another tab. This is tedious, cumbersome and introduces opportunity for mistakes.

Are there any heavy highway contractors here that are willing to share their standard cost codes? I’m working with a client who uses unique cost codes for each project and would love to show them an example of a standardized structure specific to their industry. 

Does anybody know how to get the Project numbers is GL accounts.  In some accounts it has them and others it doesn’t.  We are a construction company so when reconciling GL accounts like retainage is very time consuming because the GL doesn’t have the project number that the retainage came from, it just puts in project X for non-project.  We spend a lot of time figuring out what transaction come from that project manually so we can reconcile the account.  There are many GL accounts that would be nice to have this.  

Does anyone currently have a really great project dashboard built that’s useful for your PM’s? I have built other really helpful dashboards but figured I’d reach out here to see if anyone has any ideas on some great/helpful widgets. I am using the Construction Acumatica platform!Thank you!

Hello,Is there a way to restrict payment until a contractor submits the required documents on the compliance module?  Thank you,

Hi everyone, I'm a beginner in Acumatica. Currently I'm having the problem of adding 2 new cycles a setting. After adding , I was not able to customize the code to resemble the formats of the original cycles according to the installation structure. The above 2 cycles I customize on the UI, below the code to customize according to the DOM event handlers, I don't know how to customize it accordingly according to the original structure of the previous cycles   Supposing I would like to show columns like​​​​​1-30 days, 31-60days, 61-90 days,  91--120days, 121--150days, over 150 days       is it possible to do it? Can anyone direct me or have something they used for this scenario.Thank you 

Looking to change the descriptions on the column headers on some of the ribbons? some of the descriptions confuse my PM’s -- am i able to change that myself?  

Hello,I am new to Construction (but not to Projects and not to Acumatica). I’m looking to confirm the steps for properly correcting customer project invoices with retainage in the below circumstances.Here’s the situation.We created a pro forma and invoice for a regular progress billing on 5/15 and released it, creating PF = A000008 and AR doc = A000072,(retainage amount on A000072 was $766). Then we also needed to bill retainage, so we released the retainage. We released only the $766 amount (using the same date as the progress invoice) producing AR doc = A000074 and related PF = A000008. On 5/16, we released the rest of the project retainage,  $153,702. This seems to have created 2 AR docs (A000075 and 76):Doc 75 has the retainage invoice amount for the $153k, but no pro forma. Doc 76 is for $0 and has the pro forma with AIA doc showing $153k due, but we haven’t released it yet.The goal here is to remove the retainage invoices A000074 and 75, as well as progress invoice A000072. Acuma

Hello all, I was wondering if there is a maximum limit to the number of cost budget lines that can be added to projects?  One of the projects had around 200-250 tasks( mostly 250) and when we tried to add another cost budget line/ task and save, we got the following error :  Just want to know if there is a limit to the number of lines that can be added to a project cost budget or tasks. And if there is a limit, can it be increased?

Hello fellow Acumatica Users! :)Do any of you know on the Construction>Revenue Budget, what the “Pending Invoice Amount” represents?  Right now, we have an “Original Budget” of $1,090 and a “Pending Invoice Amount” of -$1,090. Thanks in advance!Kay

Hi,The project below is supposed to default to a subaccount of OK when I create an A/R invoice but it does not. It’s defaulting to a 0 subaccount but I need it to pull from the project vs. non-stock item. I noticed in the A/R preferences do not have the same subaccount options like in A/P. How can I configure? I did something at the Project preferences level but that did not work. Any help would be great. Here is the project default: Here are the A/R Preferences: Here are the Project Preferences: 

Kindly I need support as I tried to make an invoice and then select the project but I can’t find the project I have created in the list??Only appear projects with Base Type: P and I don’t what it refers to?