Construction

I have a Dynamics SL client that is looking at Acumatica. They are a project based client and utilizes a 9/80 work week schedule for their project employees. I can’t find any documentation for this on the Acumatica website. Does anyone know if this is native functionality or an ISV solution I can review?Thanks, Jim Gross 

Has Acumatica had any experience with project management firms using the product (more specifically architect project managers for the retail shopping centers) I.e. Walmart, K-Mart etc. Important that Payroll (timecards) is linked to the project management system. So that automation can be built in and give them a true project position under/over at any given time (without having to account for payrolls in a third party system and have projects looking healthy until pays are factored in)High volume projects +350 per year & 100 running at any given time.

We have created two attributes on projects to use for selecting and filtering reports. I have created a Unit Set for use with these reports and have tried to link to a data source that will pull from the project attribute list in the multi select set of values for the attribute.   I can find no way to link the values in the list associated with the attribute to the report.  Are there Acumatica resources that can be contracted with to create custom reports?

I have a commitment created in Procore, synced to Acumatica, and released. Let’s say it’s for $10,000 with 10% retainage or $1,000.We need to issue a change order and reduce the commitment value to $500. I’m getting an error when trying to release the change order:“The change order cannot be released because the line total of the Subcontract will go negative.”I believe the issue is that the retainage is excluded from the line total. So I cannot create a change order that will reduce the amount to less than $1000, which is the same value as the retainage on the original subcontract. Any ideas on how I can proceed?Thanks, Colm

We run many projects (we make windows and doors and each houselot is a project) At the end of each project we are struggling to track what has been delivered to site and what has not. We currently make a PDF of all the items that were part of the project and store it as a file on the project with the name “Delivery Docket” but updating this is a pain. It would be ideal if there was some way to have “Output Items” per project, that when each item  is delivered, it is somehow “shipped” from the project so that we can easily see what is left to be delivered - is there an easy way to do this?if it were possible, then it would be easy to make a delivery manifest straight out of Acumatica/MYOBA

 I need to add two new status values of "Billed"  and “Expired” to the Service Contracts screen.1) Is the list of Service order status values exposed as a preference in Acumatica?2)Can new status values be added through a customization?3) Would the addition of new status values impact related Service order business rules? Thank you in advance.Ken Severud

Hello,I am attempting to Release a Pro Forma Invoice and I am receiving the following error message “This document is already released” which seems to be incorrect because if it is released it should have the closed status. Has anyone seen this similar issue? currently using Acumatica version 2021R2. Thank you,KT

While trying to clean-up books, cannot get journal transactions booked to cash account with different subaccounts than defined on cash account. Read that cash account is one-to-one relationship with subaccount, so saw that solution may be to create new cash accounts with the not defined subaccount to clean-up, but concerned that cash account configuration has not changed yet we have transactions that are said to be impossible and are now erroring after upgrade to 2021R2. How could this have happened?

Hi all,My goal is to establish the relationship between vendor & project.The Projectsprofile gives me the project IDsubcontractsPL gives me subcntract & vendorBut when I tried to query both I am not getting the project id back. I suspect its to do with the relationship. However I have tried creating the relationship through generic inquery but linking the POORder, SOOrder, Customer etc with the contractCD in PMProject. Another post I created related to OData is hereHow to add project item to subcontract | Community (acumatica.com)Any help would be much appreciatedJSON response below{    "id": "fc46c258-3934-434c-91e1-1afc1878d64c",    "rowNumber": 1,    "note": null,    "Results": [        {            "id": "c538d497-8af3-ec11-9d80-4851c5051c10",            "rowNumber": 1,            "note": {                "value": ""            },            "AccountIDBAccountR_AcctCD": {                "value": "V000000001"            },            "AccountIDCustomer_bAccountID": {        

Hi all, I need some help to add the project to the subcontractAs you can see below. It shows an error  I tried to figure out through the Project Task etc but not having much luck.Any idea?Another option I tried is adding the project directly to the line item. However when I queries the Project, it shows ‘x’ instead. As seen below. Any suggestion would be welcome.

Hi,Thinking about why we get “klinkers” where subcontracts and purchase orders create 00-9999 cost code budget lines, does the project setting “allow adding new items on the fly” allow that to happen or are there other settings to disallow unbudgeted transactions? Acumatically,Dave Z

Is there a way to have the Tax Category on a Revenue Task be defaulted without needed to manually select one? If someone forgets to add a tax category, that task when billed will not charge taxes to the customer and this could create tax reporting problems if not caught.

I want to synchronize files generated with export scenario with a SFTP we have in Amazon S3. Is there any documentation available for that or example I can use to get this going?I created the SFTP in AWS S3 and can access it with no problems with WINSCP or similar tool, but not sure how can configure it in Acumatica.   

I already add control to disable request item description in Purchase Request but I want to disable only Stock Items . How can I do this ? Below is my current code. 

Anyone tried connecting or integrating Acumatica to Elkon Concrete Batching plant system ? Can anyone tell me how compatible are the two system and what can we expect on the integration?

When creating a Crew Time Reporting Entry, the first week that pops up as an option to click dates back to 2004. Should it not default to the current week that we are in, based upon the calendar within Acumatica? 

Hi!Does Acumatica 2021R2 have an easier method for handling materials only sales without setting up a job and not using the Sales Order module?Thank you,Dave Z

Our CEO has recently requested a WIP Widget for his dashboard and I am working on creating this. I was hoping someone could guide me in the right direction, as this is the first widget I have created from scratch. Relations and all are confusing to me. Any assistance would be great. Thanks in advance!!

Before I submit a support ticket, I want to see if the Acumatica community knows how to resolve this workflow. Create purchase order for a project - using stock items as PO line items Create PO receipt - change warehouse location from default MAIN to B1A1 (indicating the shelf that this was placed on The system automatically changed the project ID to X - I cannot change this back. The project is set to track inventory by qty and cost. The warehouse location does not specify the project because it is not designated to that project specific. We can put anything on shelf B1A1. We may receive project material, put it on B1A1, then move it to another location (Transfer) - but this material is project-specific, it is not inventory. Anybody know how to achieve this?   

Hi,When we create a pre payment request for a subcontractor, it is not allowed to change the retainage percentage in the prepayment. I got to know this is a known issue not yet resolved. Is there any workaround to overcome this other than change the retainage in the subcontractor (Get back to the on hold status and change)  and then do the prepayment request ? The supposed workaround is not practical because if we have created at least one AP invoice, It is not allowed to get back to the on hold status.  Thank you,Dulanjana 

Hi,In the Equipment time card, I’m not allowed to enter the project. How can I enter Project, Task and The cost code in the equipment time card form.Thanks,Dulanjana 

1. Created 2 Change Request with Revenue Value at No Cost2. Create Change Order > Select the above Change Request3. Revenue Budget - OK4. Cost Budget - Suppose to be ZERO but system show with Value Please review and advice why does Acumatica insert the cost in Change Order upon conversion of Change Request. 

Is it possible to have a Purchase Order Transaction but the connected Requisition is On Hold and items are not available in the details ? How is this possible ?  

Hi All,We began implementing Acumatica almost a year ago and have redone a few tenants since then due to changing minds etc. We’re using the Construction edition; have 30ish companies over 3 tenants. 1st tenant contains our Development project companies2nd tenant contains our Subtrade companies and Construction Management company3rd tenant contains all our Construction Management Projects for use in tracking costs for the owners (and to keep that data separate from tenant #2) We’ve had some hiccups implementing and changing things as we learn more about the system.ie. in construction I found it odd that a subcontract gets closed out automatically when the $ value is reached; what if there’s another change order on that subcontract further down the project line (which there often is).  We added an unused task with different cost code in each subcontract named “Force Subcontract to Remain Open” and gave it a dollar value of 0.01.  Now if the actual cost code item reaches or goes over the

Hi,I’m creating change order for sub contractor commitment. I’m going to add a new line to the subcontract through a change order. I need to add sub account, otherwise system giving me the below error. But in the table, there is no field to enter the sub account.Could you please help on this. Thank you,Dulanjana