Construction

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?

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

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.