Construction

Hi,I am trying to create an import scenario to delete about 2800 line items for the cost budget on several projects. Here is a snapshot of one of the projects: Here is my import scenario for the Project Budget screen. What am I missing from my import scenario. This one is tricky. Any help would be great. Thanks.  

Hi,We are creating PO Variance Approval Maps our logic is belowUser create PO and system check approval case, it is working fine Now user receive PO at this stage PO against receiving have variance if variance accrue then system asked again for originated approver of the PO  Above 2nd step every thing working fine but i cant get  originated approver name can you help me    

Hi, I setup Non-Stock Items to G/L accounts that are defaulted to a specific G/L and Subaccount then linked to the project. However, when I code my A/P Invoices against the project the default expense account pulls through but not the subaccount. Do you know why this is happening? Here are some screenshots of project preferences and Non-Stock Setup. Note: We do not have the Inventory Module setup. Project Preferences: Non-Stock Items Part 1: Non-Stock Items Part 2:   

A few questions about the revenue budget!  The header for “completed %” - what does actually refer to and how is that different than performance %? When I change the column configuration for the revenue budget - does that change it for everyone for all jobs or just in my user account? 

Job is done after one billing (AR Reference Nbr. 000330) I released retainage on this invoice, creating a retainage AR Reference Nbr. 000331, and then released this Back in Construction tab I tried two different methods: First, I reduced the summary tab (and revenue tab) retainage down to 0% and then clicked Run Project Billingè.  This produced an AIA document that stated a Current Payment Due of $0.00   I deleted the above Pro Forma and brought the summary (and revenue) tab retainage back up to 5% and clicked Run Project Billing.  This, too, produced an AIA document that stated $0.00 as the Current Payment Due The total Current Payment Due SHOULD be $7,450, which is 5% of the total contract $149,000.

Does anyone have experience with loading project balances.  We have approx. 300 projects “live” that need to be brought over to Acumatica.  Once the projects are loaded, how best to perform a mass update on project cost / revenue received to date? If possible, just focusing on cost-to-date ATM.  We’ll make a very simple budget structure that just relates to “cost types”  Cost-to-date needs to be loaded against this simple structure.

We are currently running 2021 R2 Construction Edition.I was writing some Generic Inquiries to report on open Opportunities.  Inspecting the “Total” field on the Opportunities CR304000 screen I found CROpportunity.TotalAmount as the value I wanted to report.  The results looked erroneous and upon investigating I found the value being returned in the GI for CROpportunity.TotalAmount was NOT the value displayed in the Total field on the screen.After further investigation I found the “Standard” (without Construction enabled) has CROpportunity.CuryProductsAmount in the Total field.  Rewriting the GI I found this to be the value displayed on the Construction Edition screen as well.Ran a quick GI to compare the values of TotalAmount and CuryProductsAmount and found many in disagreement, though the majority were the same.  In all cases the CuryProductsAmount was confirmed correct while the TotalAmount could not be obviously derived from the supporting data.What is supposed to differentiate the

See screen shot.. What is wrong? I’m testing an approval over 20 000k  MY PO   

Hi all!We are working on setting up Acumatica and was wondering if anyone else has a requirement that they have to have the customer purchase order number listed on the invoice we send and how they go about doing that?  We currently have set up an project attribute for the PO and have that show up the invoice.  There are instances where we will get a separate PO for a change order that we will need to list on the invoice but I am not sure how to go about doing that efficiently.  We also have instances where the customer requests us to invoice 3 separate PO for the same projects.  This would require us to change the PO number attribute before sending each invoice.  Any thoughts or ideas will be greatly appreciated!  

Hi!In 2021R2, we are building a GI based, Excel export scenario, but can only get a clean Excel file on the first run with a new data provider. When we open the subsequent run files, Excel says it found a problem with some content in the file and can repair the file ending with the message “Repaired Records: Cell information from /xl/worksheets/sheet1.xml part” and the following log file. However, we need this to run unattended as part of automation with our UKG Ready timekeeping system. Any ideas how to get past this? <?xml version="1.0" encoding="UTF-8" standalone="yes"?><recoveryLog xmlns="http://schemas.openxmlformats.org/spreadsheetml/2006/main">    <logFileName>error253280_01.xml</logFileName>    <summary>Errors were detected in file 'C:\Users\Dave.Ziskind\Downloads\UKG Ready Project Task Import Spec for Automation Clean (2).xlsx'</summary>    <repairedRecords>        <repairedRecord>Repaired Records: Cell information from /xl/works

Hello: I created a subcontract, but I need to have a 5% of retainage, but the prepayment takes 5% too. I attached a file. Best regards and thank you

How would I run a report to show me the open AP documents for a specific period? Currently the reports are not tying because the AP bills were paid in a future period, so they seem to be omitted from AP Open Documents by Vendor. Our AP Aging report won’t work because it doesn’t seem to handle retainage documents.Any ideas on how to accomplish this? Is it a feature out of the box?

Good Afternoon Everyone  Our company is currently on 2021 R1 (Build 21.115.0017) Construction Edition.  We are wondering if any company has the “Customer Order Nbr” field (Customer PO) on the sales order screen set to be a required field.  If so, is there a way to make this field required only if the customer requires a PO on their invoice?  If the customer doesn’t require a PO on their invoice, this wouldn’t be a required field on the sales order screen.  We welcome any ideas/feedback from the Acumatica community as we brainstorm options.  Thank you!

Does Acumatica have another way to assign Projects to Work Groups at the Project Level other than Approval Maps. I would have assumed a Work Group or PM (assigned at the project level) could follow an AP Approval WorkFlow without users have to go into Approval Maps. Is there another way to assure WorkGroup AP Bill Approval routing can be achieved.

I would like the standard status popup to show while a long running operation is executing. How do I go about this?I thought placing the operation inside PXLongOperation.StartOperation(Base, delegate {...}); would do the trick but nothing changes. Thanks          

When trying to copy a project template, we are getting “Any unsaved changes will be discarded.” when trying to save the template and by doing so, the entire template is wiped out. We used to be able to copy project templates, but it is not working now. We are on 21R2.Any ideas what would have happened that is blocking that functionality?

We are setting up our construction program to track labor hours on the jobs.  We are going to be using a labor cost rate to accrue the cost of the payroll.  We run payroll bi-weekly using a third-party to process.  We will export the hours along with the job info to a spreadsheet to upload to our third-party.  They will run the payroll and send us a GL download of the actual costs on a per job basis that we will import in to Acumatica to get the actual labor costs to the projects. If we set it up to accrue to the labor cost on the job and have an offsetting liability account how to we reverse the accrual when we import the actual labor costs from the third-party or account for the difference in the accrual vs actual?TYIA!

We are struggling when setting up rate tables for our clients Construction heavy equipment. The rate code has no data behind it, and we are unsure how we are able to get the data into system. (See attached image)

Hi,For the given project template, the project template screen revenue and cost tabs show $0, the project budget screen has 0 records, but a the PMBudget table has 21 records.The GI we built to analyze project budgets is including the project template due to these 21 records, so does anyone know how to get rid of these records?Thank you,Dave Z

I’m trying to give a link in a GI whereby I could put in dynamic fields to automatically populate the initial fields of the Activity based on the line in the GI.  For Example, if the GI Line references Task 001 of a Project, then I would have a hyperlink to create a new activity and when the activity window pops up, it would already have Task 001 from the Project populated.  Then I’d like to do the same thing with Task Owner, Cost Code, Project, Activity Type, etc.

Hi, Community!We just had a crash that may be related to access of FB.85.31.18, but we cannot locate the user so trying to figure out what they may have been doing. We are not seeing references in our sitemap to screens starting with FB, so would like to know at least what module’s screens start with FB.Thank you,Dave Z

We have a client who wants the “Period to” field on the Pro Forma invoice to reflect the end of the billing month, even when the invoice date is mid-month.I’ve tried every formula and table I can think of, but haven’t found a permanent work-around. For now, I’m using the month (e.g. If month = 1, 3, 5, 7, 8, 10, or 12 then 31), which will work until leap year in February 2024.Has anyone else found a formula combination that shows the month-end date?

Hi All-- I have been searching for various process methods to accrue costs on a project until we’re ready to invoice and so far I’ve found (1) best outcome and another (2) that semi-works but realizing day by day, it’s not going to work. (1)This method will have users create a Project with Inventory Tracking = ‘Track by Project Quantity and Cost’ Then create PO using STOCK items, this is a must, where Type = ‘Normal’Then create PO Receipt, this will DEBIT INV and CREDIT ACCRUE PURCHThen create AP Bill, this will DEBIT ACCRUE PURCH and CREDIT APThen create Issue, where Cost Layer = ‘Project’, this will DEBIT COGS and CREDIT INV (Sweet spot)Then create AR Invoice, where DEBIT AR and CREDIT SALES (2)This method will have users create a Project with Inventory Tracking = ‘Tracking by Project Quantity’ or ‘Track by Location’ .. meaning ‘Track by Project Quantity and Cost’ will cause an error Then create PO using NON-STOCK items where Type = ‘Normal’Then create PO Receipt, this will DEBIT INV

I attempted to enter a negative A/P billing but got an error.  Then I tried entering a Debit Adjustment but it disables the retainage field.

Can someone explain the purpose and use of the non-stock inventory items in Acumatica? Our organization owns a diverse quantity of equipment (heavy machinery, testing, mechanical) that we use on projects and need to be able to charge each job for the use of this equipment for AR invoicing purposes.  We are trying to process these pieces of equipment to projects for AR Invoicing using the Equipment Time Card in Acumatica.We are being told that they only way to accomplish this is by listing these equipment items as non-stock inventory in Acumatica. Is this correct, or how should we go about this?