Construction

Case:  A Project is setup with the Global Billing and Allocation Settings Billing Period of ‘Month’ to make mass billings of recurring invoices, where there is a task set up with recurring billing, easy by using the ‘Run Project Billing (PM503000)’ process screen. However Project has other tasks that have Billing Options of ‘On Task Completion’.Problem:  In a Project with tasks with multiple Billing Options and the Global Billing Period is Month, there is no way to run project billing just for those Project Tasks with the Billing Option of ‘On Task Completion’. The default method when you click ‘Run Project Billing’ runs the monthly task bill according to the Global Bill Period setting and resets the next billing date.  Current Workaround: Bill ‘On Task Completion’ tasks using the Invoices and Memos Screen (AR301PL)… this is time consuming and sometimes problematic if the Project has overridden the Bill to and Bill address - The invoice produced by AR301PL is in contex

Is it possible to get the balance remaining to bill for a project contract on the Project Revenue Budget or Pro Forma Invoices screens as a dollar format? This is the Revised Budget Amount less the Actual Amount but it only appears in percentage format. We can compute on a GI or Report, but we’d like to see the dollar amount itself as a field.

Via the mobile app we can attach all the photos we want onsite to the opportunity.I am looking for suggestions (maybe I have something turned off) on how to upload photos/files via the app in the project screen the same way. Any ideas?

Acumatica Construction Edition Overview Webinar Tuesday, June 08, 2021  10:00 AM Pacific Daylight Time  30 minutesAcumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere.Hear a company overview followed by a product demo highlighting Acumatica Construction Edition. Find out why more mid-sized companies are choosing Acumatica as their ERP solution. Register Here

How are users scheduling subcontractors? How are the subcontractors communicating job status and completion? Are they logging into a self-service portal? We have a need to schedule/dispatch subcontractors, the subcontractors receiving work from us and communicating job status and completion. How is this done in Acumatica? I assume it’s possible to set up subs as staff members and assign them appointments via service orders? For projects, how is this done? RFIs? 

The new Project Address fields implemented in 2020 R2 to replace the single Project Site field is definitely an improvement.  But I wonder why it isn't configured as a selector whereby the user can select from the customer's locations, like the Default Location.  Have others encountered this?  How are you handling it if so?  

Good morning.We are currently in the process of changing from our existing ERP to Acumatica, and have access through the web portal to create daily field reports.  When we log in to the mobile applicaiton using the same log in rights, we do not appear to have access to Daily Field Reports to create new etc. Is there a permissions setting we are missing somewhere that requires special permission on the mobile application above and beyond granting access through the regular web login? Thanks,Paul​​​​​​

When entering into the subcontract where do I enter the verbiage detail that would go onto the Subcontract (LF) report as the Exhibit A page? 

Acumatica Construction Edition Overview Webinar Thursday, May 06, 2021  10:00 AM Pacific Daylight Time  30 minutesRegister Here.Acumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere.Hear a company overview followed by a product demo highlighting Acumatica Construction Edition. Find out why more mid-sized companies are choosing Acumatica as their ERP solution. 

A client implementing Acumatica Construction Edition uses Procore and will implement the Acumatica/Procore integration. They’re also implementing Acumatica CRM.  They sometimes encounter opportunities that originate from their clients’ Procore and wonder if there’s a way to connect the two.  The details for such a connection have not yet been defined, I’m not yet able to articulate the integration requirements.  But wondering if others have encountered this scenario.

Acumatica Community - Looking to collaborate and share on the topic of Daily Field Reports in construction (specifically subcontractors)We are working through our setup and implementation, and I wanted to reach out and see who all out there might be willing to collaborate and share experiences and lessons-learned…We are a specialty subcontractor in the glass & glazing space, and we typically run crews of 5-6 with 1 supervisor or up top ~20 with 2-3 supervisors on any given job. Reach out and I can share more details and see if it makes sense for us to collaborate. Thanks, John john.shaddix@momentum-glass.com 

A client implementing Acumatica Construction Edition is awarded contracts involving multiple similar projects which they manage collectively as a program.  For example, a national retailer may award them a contract to perform the same work at multiple stores (sites) across the country.  This is conceptually similar to projects and subprojects.  Have others encountered similar use cases?  How have you implemented them?Implementing the program as an Acumatica construction project isn’t ideal because each site has its own project address, project manager, subcontractors, schedule, etc.  On the other hand, Acumatica appears to not have a way out-of-the-box to group projects into a program.

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Is there a separate customization package for Construction Edition in 2021 R1? or Is it built-in already? Thank You

Acumatica Construction Edition Overview WebinarMarch 16, 2021 10:00 am - 10:30 am PSTJoin us in 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.REGISTER NOWConstruction Overview Webinar - March 16, 2021 

I am not able to disable/Revoke this permission. Found the setting name in two nodes (projects and project preferences, but those settings did not block the ability to check the box and save the project)

Will there be a module or tab somewhere to enter meeting minutes on Owner/Sub/Pre-Construction meetings?  Right now having to type the minutes outside of the system.It would be nice to have the module in typeable format and not having to use attributes.  Similar to the RFI setup.

Hello,Can project, sub job, cost codes fields be added to the inventory adjustments form? Screen ID: A000116.   Thank you, Lindsey 

Going to AP Preferences and unchecking “Hold Documents on Entry” and or checking “Automatically Release Retainage Bills” does not seem to do anything.Can anyone explain what toggling these two button will do?We would like, upon release of the retainage bill the bill is created with an Open status.  Our retainage bills are going to a Hold status, which creates extra work.See screen shot below from the Acumatica help menu.Financial Management/Accounts Payable/Processing Bills with RetainageBrian

We have several clients and 2 current prospects that would like the ability to have inventory item information (descriptions and prices/costs) exposed to external estimating systems so these items stay “in sync.”

 We have really changed the way the Change Order process for a specialty contractor works. If anyone would like to work together and collaborate on reports and small improvements to the screens I would like to start a user group. My goal is too leave all the Acumatica functionality in place so upgrades are not impacted. A primary change in the process flow is we have created a PM status vs the Acumatica “accounting status”. In our world it takes a long time for CO to be officially approved and settled. I have a long way to go with the summaries but it seems to be working well.Michael Michael Wansor JCM Associates. Inc. msw@gojcm.com      

See post 3584 on Ideas!

Do you have any construction reports that you’ve created or modified that you’d like us to add to the product and eliminate your worries about compatibility after each release? 

When working on a project we could have 50 employees for which our foreman will enter time via Crew Time Reporting. However, we also could have certain expenses for the 50 employees like a Meal Allowance if they all do overtime in a day or if working in an area that requires for them to pay parking, we will reimburse their parking. Is there a way to do Batch Expense Claims for all Field Staff on a Project rather than needing to go in and doing it one by one, if the batch is homogenous.

How to automatically update project current margin estimate that equals total revenue budget minus total cost budget divided by total revenue budget? Sounds like we have to spread revenue across all tasks which does not reflect reality, so just curious if someone found another way.