Construction

Hi,Could you please anyone provide a quick guide on how to create change orders for a subcontractor. Thanks,Dulanjana

Hello, We have the Construction feature enabled & the Outlook Add-in added, but are unable to add/log an activities to projects. Has anyone else experienced this issue or know how to fix it? I am wondering if it is a build issue because it should be configured correctly. Acumatica 2021 R1Build 21.107.0023 Any help is greatly appreciated,Thank you in advance!!   

Hi ACU community, My company is upgrading from 2021 R1 to 2021 R2 in the upcoming months. I was wondering what the main improvements are? We currently are using the construction module. We like to stay N-1 on upgrades to eliminate any bugs, if it is not worth the upgrade we may wait for the 2022 R1.  Thank you,KT 

We have been on Acumatica for 2 years now, and we have been struggling with getting Acumatica to properly measure a project.  With our current setup, our cost are not applied to our budget, so we have to dump everything into excel and measure the projects manually.  We have been working with our partner on this and our trying our 3 setup to try to get it working. Ideally we would like the task to our project phasing, but the inventory Id seem to constantly be the issue.  When we put stock items to the project they don’t go against the material budget, they create their own line for the sku in the budget. This creates thousands of cost lines in multiple phases that don’t go against the material budget line. this was difficult to manage the project.We tired making the task the work breakout structure and using the inventory Id for the phase, but we run into the same problem.We are now testing task and cost code, but again we have the same issue with inventory and the cost breakouts are e

Can you help me how to solve this error on releasing of check and payments. Below is the screen capture of the error messages.Thank you in advance 

May i know what causes this Error when i create order for this requisition. 

Question : Can we create an email to attach Multiple Drawing Logs ID (due to different Disciplines)Current : System only allow to create Email Activities within one Drawing Logs ID

Hi, There is a requirement need to issue Inventory items for appropriate projects.But there are few resistance we faced and the following steps we mention what our requirement should be.(01). Create a Project with Track by Project Quantity and cost. (02). Under the Cost budget tab we have created a Task and cost codes. (03). Created a PO with appropriate Project. Mentioned Project, Project Task, Cost code.This PO is not showing committed Column as well. We did not attach the projects to Locations in Initial configuration.  (04). Enter Receipt to Warehouse Location.User practice is need to Receipt to Head office and then Transfer to Project Locations.Ex. As mention example, we receipt to Head office Location. Qty = 50Unit Cost = 100    Then User need to Transfer to Site Location. Ex: We Transfer to Site Location as follows.   Now User need to Issue the Items, Appropriate Exact Cost Codes.Ex. They need to Transfer this to Different Task and Cost Cods. Because The people who Creating the

Hi, Does anyone have a generic inquiry I can use to calculate Paid to Date (with ability to view a range of time)?I have been attempting to calculate Paid to Date for our Billings Cost Recap.  I can use the Invoices and memos to calculate a “real time” paid to date (doc amount - Balance = Amount Paid to Invoice). To get this in a date specific manor, I am attempting to use ARRegister & ARAdjust to be able to link the payment amounts to specific projects BY PERIOD.  I have not been successful and would appreciate guidance to producing a paid to date that can be used for historical periods. The amounts must be Project specific.  *I am surprised that Paid To Date is NOT an “out of box” report for the Construction edition. * Please reach out with any questions if you need more information to advise.

Hello everyone, Could someone help me identify when was the version where the "Pro Forma Invoice by Quantities" option appeared? Thanks in advance. 

Good Day,  Is there any other way to unlock users aside from the apply updates module, Because i encounter error in that module please see image below. How to fix this error? 

Anyone have ideas on a good subaccount structure for Construction - Electrical subcontractor. I see that branch, service type (revenue) and dept (expense) are typically used in Acumatica especially in the training guides. However, with a smalls subcontractor department really aren’t used. Most costs are linked to a particular job/project and expenses are simply company-wide overhead. Only one type of segment makes sense--service type. Anyone have other suggestions that I can consider? (Thank you in advance!!)

Does anyone have a process that will produce a progress billing based on units in place instead of % complete?The concept is similar, but the SOV is based on Units and Unit Cost to calculate the amount.  Also, need to show Units Previously Billed, Units Billed this Period, Total Units Billed.  Each of those columns would then be multiplied by the Unit Price to calculate, Previous Amount, Amount this Period & Total Amount.

Hello,Our client constructs large buildings and often pays a vendor one large check including bills related to several projects, and sometimes Bills have a PO and some bills that don’t (meaning some lien waivers are automatic and some have been manually added to the bill). I’m not able to figure out how to have one lien waiver created/printed for each project, with totals paid for that project.  Instead, we are getting one lien waiver per BILL and that can mean 70+ lien waivers accompanying one check even when the project is the same on every bill.Does anyone have advice or a solution?  Have I missed the screen where I can choose the generation level for lien waivers (one per bill, one per check, one per project per check, etc.)?Thank you!Laura

Have you encounter a glitch on the license of Acumatica 2019 r2 , our acumatica suddenly became a trial mode . do you have idea what could be the reason of that scenario ? How can i see the logs on this screen ? 

Our construction company is new to Acumatica.  When we look at our subcontract log, we would like to have a column for project so we can filter by projects.  We are trying to add the Project ID number to this generic inquiry however when we do we get no results. The Screen ID is SC3010PL. Any ideas you have would be much appreciated!Kay HoweCFOkhowe@stockmeister.com740-418-5250 

Greetings,One of our customer’s tenants has Branch field available in Projects and Project Templates screens. The second tenant does not.  Enable/Disable screens match in the Projects area and most other areas. Project Preferences isn’t an  exact match but also has no setting that I could identify as project+branch-related. We’d like Branch to appear on projects in all tenants.  What am I missing?  Thank you!Laura

Can a construction project manager share a screen shot of their dashboard? I am trying to get an idea of what information I can display versus what I actually want. 

Hi,Appreciate help on below scenario.I have created a Purchase Order specifying the project, task and cost code. Then performed the purchase receipt to the same task and cost code & issued half of the items to the same task as per the requirement. There is a leftover of the purchased items and now I need to issue these items to another task.System does not allow to issue items to another task . How can I perform this scenario. Thank you,Dulanjana

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when windows 11 updated,  the outlook plugin is no longer visible.   Tried to reinstall and still nothing.   

Scenario: Customer Baker Change Status to Active Process Timecard - Actual Expense Transaction updated Run Project Blling - Invoice Created to Baker Change Customer to CARDEV - System allow to change Run Project Billing - Invoice Created to CARDEVQuestion:Is this normal for Construction to change customer in Project when there is transaction recorded for Revenue?

I have a client with the following requirement:When they process a proforma invoice there can be a delay of 2 to 3 weeks before the customer agrees on what they are going to accept on the bill, and they can process the AR bill, which may be over a period end. They want to be able to record a type of WIP entry, debit WIP and credit Accrued Revenue, for the value of the Proforma invoice so that the revenue is recognised in the period in which the proforma invoice is raised.I have looked at how this could be achieved and cannot see how to achieve this. The Allocation Rules essentially cover the posting of WIP when project transactions are created and are then reversed when the when the AR bill is generated/released.I tried to create two tasks:On one task, I create an allocation rule to allocate Cost to WIP.On the second task, I created an allocation rule to allocate WIP to Unbilled/Accrued Revenue, and Billing Rule to select from Unbilled Revenue and post to Revenue.But it seems that when

Is there any way for us to use the unit rate specified in Project Revenue Budget below in TM billing?