Construction

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

Use case: laborers in a manufacturing plant punch in and out for the day using a timeclock.  They typically have two sets of punches per day, one before and one after lunch.  They work on multiple project tasks throughout the day, recording how much time they spent on each task on a sheet of paper.  Through an integration, the punches are entered into Acumatica as time activities.  Afterwards, an administrative person needs to allocate the time to projects based on the sheets of paper handed in by the laborers.Has anyone encountered and implemented a solution for this use case?

Is there a way to make the AIA report populate while using a time and material billing rule or a combined time and material/progress billing rule? It works fine for a progress billing or for the progess billing part of a combined rule.

Cannot reproduce, but regularly need to re-link an employee and user to restore functionality for a given person. We use Active Directory for the users and run an import scenario to update employees bi-weekly from UKG. Any leads would be greatly appreciated.

Subcontract Question/Conversation Is it possible to pull activities that have been attached to a subcontract record, so it displays when you email or print the subcontract form?

Does Acumatica have  management and organization of a project's transmittals?  if so can someone point me to what they are using for them.  Thanks,

Hi,Could you please provide any idea or document related to processing Joint Ventures through Acumatica construction edition.  Thanks

Hi,I’m entering a fund transfer with a bank charge which should be cost to a project. I entered in the fund transfer and the bank charge in the fund transfer form. But in the fund transfer form it is not allowed to enter project details (No column available to enter project details). and also unable to release transaction since it it linked t a account group.Kindly expect your help. 

I have added a Parent/Child screen that both parent and child are Grid. When I select the Parent Grid row and insert rows to the child grid are parent/child fields are filled and saved in the child grid properly. However, when I switch from one row to another row in the parent grid, the child grid values are not refereshed. In both parent and child grid, SyncPosition=”True” and Navigate CommitChanges="True" are set to true. Even on the parent grid row selected events, I have add an event handler to referesh the child grid view using command “ApprovalRouteDefaultsView.View.RequestRefresh();” to refresh the Child Grid view but not sure what I missing that it doesnt work. When on the parent child grid I click on the “Refresh” button, it shows the correct data.

Struggling to find a way to link the  PX.Objects.PM.PMCommitment to the PX.Objects.PO.POOrder record in a GI or to show it during the PO entry screen.  User needs to see what the original amoount was separate from revised after change orders in the system.  That information seems to be in the PM Committment record but cant link it to the POOrder, any insights would be appreciated!

I have a grid that has a multiline text field (max 500 char) in it. The text could be very short that fits in one line or lengthy that needs to be broken down to multiple lines when displayed. I was wondering is the any way in Acumatica to dynamically change each line of grid height depending on the number of lines needed to show the full text?