Construction

Anyone out there using Acumatica Construction module with an external scheduling tool (or Service Module)?  What about a sales estimating tool?  Looking to connect with companies that are using either Acumatica or partner software for scheduling, time keeping, and sales estimating to get some advice, pros / cons, etc. of these solutions. My company has been using Acumatica ERP now for about a year (I am new to the role, company and Acumatica) BUT we are now ready to implement some additional enhancements and/or tools that can be leverage to support overall efficiency and growth of the organization.Thanks!!

Hi, We have created a Project with Billing Period as Month. Then activate the Project and Task. Also, Some Project transactions have been created. Have there any possibility to Change to OnDemand?   

Do we have to enter account email under additional account info and primary contact or is there a way to auto-populate one or the other?

When setting up a new customer account, can it be set up so that it auto-populates the primary contact name from the account name?

We run the projects module extensively and it would be great if we could have folders within the "files" tab for all the files we need to store against a project.  Is there a way to do this, or a SharePoint integration anywhere that might provide us with an option?

Hi,  We have created Import scenario for Project Uploading. Once we import the Projects system is showing error massage. Attached all the screens. Appreciate if any one could share the Project Template and Import scenario file? Regards

It would be helpful to set up Projects if the “Default Values” would update from the Project if they are left blank on the Common Task.Often, a client wants to set up  Common Tasks to allow for ease of setting up Projects, however, the Default Values need to update from the Settings tab on the Project just as they do when creating a new Task.

I’m trying to add a tab to Cost Projection (PM.30.50.00) that will keep the details of changes for each Projection Line in the Details Tab. The Details DAC is “PMCostProjectionLine”. I have two problems:1) The Revision Log grid is read only even though the Add/delete buttons are enabled, when I click on Add for example, it inserts a record to the grid, but it is read only, and I can not modify the record. I tried to override the system behaviour in all of row Inserting/Inserted/Selected events as follows but didn’t work.cache.AllowSelect = true;cache.AllowInsert = true;cache.AllowUpdate = true;cache.AllowDelete = true;When I click on the primary form save, also the inserted record wont be saved.2) I would like to push Task and Cost Code from the Details (PMCostProjectionLine) grid to Revision Log grid (PMCostProjectionRevisionLog) as default by using the “Current” but it doesn’t work. I do the same for document header (PMCostPr

When an approval map condition is set to "AP Transactions > PO Number > Is Not Empty", the approval map engine is unable to assign the approval. Have I done something wrong in the approval map? This started after we upgraded to revision "20.217.0022". Could this be related to the known

Hey Guys, in the following 2 screenshots you are seeing an import scenario that i built. I want to import the “EAN” 1000 into the first Product, so “EAN UOM, EAN HU, EAN HU UOM” are emtpy. But it wont let me, it says “Error: “Alternate ID cannot be emtpy” (screenshot 2)Does anybody have an solution for this ??Best RegardsMalte 

Currently the Item Lookup only has the option to select items per page.  Is there a way to change this to a scroll to see more materials?  We look up kits we have set up and some are only a few items but most of them are 2 or more pages.  The second page (or more) can be forgotten which means not enough inventory gets pulled for a job unless someone is able to catch it before it goes to the warehouse.

Our business accounts used to Auto ID.  Now they are coming up blank and forcing us to number them, which we think is causing other problems.  How do we change this back?  

  Ask Construction Experts: Keeping Construction Crews and Projects on Track October 14, 2021 11:00 am - 11:45 am PST

we have a P.O. that was created from a change order.  We need to change the quantity and cost on it because the vendor can’t supply all of the product on time and we need to add a new item to the PO for and alternate product. PO is still open and nothing has been received or an AP bill has not been created.  Usually you can just put the PO on hold and make changes, but it is greyed out.  The Change order is also still on hold. we are running 2020 R2 (20.212.0038)ThanksAndrew

Customer wants project ID to reflect the numbering sequence on the Opportunity ID without the 2 character “OP” prefix. As example, Opportunity ID is OP210026, they would want Project ID created upon conversion of Project Quote to be 210026. I didn’t think this was possible, but curious if it can be done using segmentation and OppID as first segment of Project ID Numbering Sequence. Thanks!!Claire  

While getting our custom Acumatica WIP report to work, we built a Velixo WIP report. While comparing to two, many discrepancies traced back to Validate Project Balances not having been run a given projects.As a stop gap, we scheduled Validate Project Balances to run every 15 minutes while we monitor for collateral damage.We are considering a business event to trigger when a relevant project update is made, so would like to know how others are fulfilling this requirement.Thank you,Dave Z

It would be very useful to have a single tab within the Project that pulled in key metrics that every project manager needs to be aware. All of this information exists in Acumatica- but not in one place where a PM can get an overview. On this tab I would want the following metrics:Current Contract Value, Budgeted Cost, Projected Cost at Completion, Gross Margin Budget, Gross Margin Projected, Billed to Date, Open AR, Cost to Date, Open AP, Overbilled/Underbilled status, Committed Costs, Earned Revenue, Earned Margin 

I get this error when trying to print a check.   

Acumatica Construction Edition Overview - July 07, 202110:00 am - 10:30 am PSTSign up to learn how you can improve your project visibility and profitability.  Register nowJoin us for this webinar as a construction industry expert gives you a demonstration of Acumatica Construction Edition including new 2021 R1 features – modern, cloud construction and accounting software – that is easy to use, helps connect your teams and improves your project visibility and profitability.

In many different areas of Acumatica one can add a note to a record using the Record Note link on the left side of each record.   Has any come up with a way to print out or export those notes with a link, even if just a reference number, to the record it is related to?   All of the inquiries and forms have export features but the exports do not export the record notes vs. just the visible columns. Thanks

Cannot release payment, the system prompts the error message, how to resolve this error? 

Anyone using these services in Construction Edition and able to share your experience?   

We are using 2020R2 and I am trying to edit many of the construction reports to have the project manager as a parameter.  Our previous version 2019R1 had the project table right in the schema, so it was easy.  In this version for example, the Project WIP Reports only has the tables Branch, PMReportProject, and PMWIPTotalBudget.  When I look for the tables in the DAC, they don’t exist.  I assume that they are hard coded somehow, as they are not a view in SQL and I can’t find these 2 of the tables anywhere in acuamtica or the SQL server.  Does anyone know the relations of these tables with regards to the project table so I can add ownerID.Thanks

The employees available to select as subcontract owners are only the logged-on employee plus the employees who are members of the workgroups to which the logged-on employee belongs.  Does anyone know why the list is filtered this way, instead of listing all employees like other owner lists?