Construction

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? 

Hi, One Employee needs to report the time Two different Projects. Once complete the Time Card Entering need Project manager Approval base on line level ProjectWise. (01). How Could we facilitate the Approval for individual Project managers upon line level?(02). Is there any restriction to enter one Employee to multiple Labor Items or Is that One to one mapping?  Regards

Several internal users and our construction clients use Bluebeam Revu software to view pdf’s and for other functions.  Our Subcontract docs produced in Acumatica appear like this to a Bluebeam user……Has anyone else experienced this and is there a fix?

Is the a way to change the default time when creating a new time activity in a daily field report from 9:00 AM to 8:00 AM?  

Hi, We need to restrict Project specific Item Quantity. Ex: There are 1000 Cement bags for One Projects. but it can be divided multiple Tasks. Task 01 ---- 200 PcsTask 02 ---- 500 PcsTask 03 ---  300 PcsCustomer needs to Restrict when create the Purchase requisition system should not allow to create PR more than 1000 Qty.Ex: If Create One PR = 800 Pcs then next PR should allow only 200 Pcs. If Exceed qty system should show a error massage.  This Rule applicable for entire project.  RegardsNethupul   

Hi,There is a customer requirement (Construction project) to restrict creating purchase requestions if the budgeted quantity exceeds. As an example ,  a budget of 10,000 cement bags has been allocated for a specific construction project. The project execution team has been utilized 10,000 allocated cement bags and the team try to create a new purchase requestion to buy more 100 cement bags. In this case system needs to restrict creating a new PR since the budgeted 10,000 units of cement bags exceeds by this PR. Appreciate help on this matter.  Thanks,Dulanjana  

I usually log many emails from Outlook into a project using the Outlook Plug In however since they are all emails, they always have the same “Subject/Summary line.  The log activity screen allows you to change the subject line but when it appears in the project it has gone back to the same subject that was on the original email.  Is there anyway to customize and have it stay that way when added to the project?As you can see I changed it to Contract Markups but when I logged it, it went back to the original email subject.  Anyone know how to fix this?   

I am building a GI and want to create a formula to add two fields as one.  I am trying to crete output of the vendor ID with the PO Number.  I would also like to add a space between the two records. I am using the POOrder Object.  I have placed the following in the Data Field =Concat([POOrder.VendorID],[POOrder.OrderNbr])This returns the following error where 21-200379 is the PO.OrderNbr Not sure where to go from here.  Any assistance would be appreciated.

Hello,Is it possible to pay invoices for a project in one branch, out of another branch, or would you have to do an Intercompany transfer?If this is possible, can you pay out one invoice from several different branches by entering the invoice one time, or would you have to enter it separately for each branch? Appreciate your input!Barbie

We have DFR that have been completed and Approved through Time & Expense however for some reason after it is approved under “Approve Time Activities”, it will not show up under “Release Time Activities” so we can release post to the job and the GL.  The activity shows up on the job but the cost will not post.  We don’t know if this is a security role or something we are doing incorrectly because we are able to do this with a different approver but when we approve these the just sit there and do not go to the “”Release Time Activities” screen.  Help!!

When in mobile app Projects. How do I access the tabs for Submittals, CORs, RFI’s etc?

I have entered a customer that was already in our System  I tried to delete it and got an error message that only in planning or canceled customers can be deleted.  I changed the status to canceled but i still get the same message when trying to delete.  Can anyone help with how to delete it?

We are trying to implement the  Daily Field Report for our field employees.  Many of our projects are billed in full before all work is completed due to contracts being a lump sum and not T&M. Once they are billed complete they are removed from Active status to Billed Complete so they are removed from our WIP reporting for that month.  The problem we are having though is that once the job is no longer in “active” status employees can no longer find this job under Projects in the Daily Field Report if they need to add additional hours after it was closed on the accounting side.  Is there a way to have the Daily Field Report continue to show jobs that are in a different status other than just active?

I have some Construction Projects that we will not be using and have attachments to them so they cannot be deleted. Can they be hidden from the rest of the Active projects?

How to I log and manage Requests for Proposals in Project Management?

How do I access RFI, CO, COR & Submittal logs for review and print off for distribution to other construction team members?

In the Projects Commitments Tab. How do I add columns for Original Budget, Revised Budget, Billed to date, and paid to date. It would be much easier to see this on the commitment tab summary vs having to go to various other locations. This information is needed when reviewing and approving invoices and reviewing work complete vs what is being billed by each contractor

Invoices are often needed provided as backup for the AIA Report. Is there a way to select invoices to be attached to the report?

Hi,  We have created a Subcontract and when release it, system is showing a Error.  Regards

Hi!Why is user sorting not saving from the Column Configuration window?For example, on the Projects screen, Cost Budget tab, I can sort by revised budget, but clicking the icon where the rows and columns meet and clicking OK does not save my sort.Thank you,Dave Z

 Background: In the project that I am currently working on, A hard-coded Change Date of 12/31/2021 was chosen to be used for all the Change Requests coming over from a legacy Sage system.The Change requests have been imported and I have generated the Change Orders.The freshly generated Change Orders will use the Change Dates and Approval Dates from the Client’s legacy Sage System.All of the dates coming in from Sage, are all prior to 12/31/2021. Question: From a functional standpoint, would having a Change Order (Change Date or Approval Date) that is prior to the Change Request (Change Date), cause any issues when the client processes their billing? Thank you for reading this.-Ken Severud

Hi, We need to restrict Project selection while issuing Inventory Items. For Instance,  System show all the projects when open the project in line level. In business scenario customer assign one employee for few particular projects or one project.(Max 2 projects).Requirement is when appropriate Employee login and select the project while issue items, system should show those specific projects. RegardsNethupul 

Our business needs to show the summary of Commitments (PO and Subcontracts) on top of the invoice to facilitate the approval controls. I have created a view and related DAC called “UDCTPOOrderSummary”. I have added the required fields from the view I have ctreated to the header section of the “AP Bills and Adjustments” as shown in the below snippet.   I have added the beloe data view to the APInvoiceEntry Extension. public PXSelectJoin<UDCTPOOrderSummary, InnerJoin<APTran, On<UDCTPOOrderSummary.orderType, Equal<APTran.pOOrderType>, And<UDCTPOOrderSummary.orderNbr, Equal<APTran.pONbr>>>, InnerJoin<APInvoice, On<APTran.tranType, Equal<APInvoice.docType>, And<APTran.refNbr, Equal<APInvoice.refNbr>>>>>, Where<APInvoice.docType, Equal<Current<APInvoice.docType>>, And<APInvoice.refNbr, Equal<Current<APInvoice.refNbr>&gt