Construction

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? 

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.