Construction

Hi,  We have created Import scenario for Project Uploading. Once we import the Projects system is showing error massage. Attached all the screens. Appreciate if any one could share the Project Template and Import scenario file? Regards

It would be helpful to set up Projects if the “Default Values” would update from the Project if they are left blank on the Common Task.Often, a client wants to set up  Common Tasks to allow for ease of setting up Projects, however, the Default Values need to update from the Settings tab on the Project just as they do when creating a new Task.

I’m trying to add a tab to Cost Projection (PM.30.50.00) that will keep the details of changes for each Projection Line in the Details Tab. The Details DAC is “PMCostProjectionLine”. I have two problems:1) The Revision Log grid is read only even though the Add/delete buttons are enabled, when I click on Add for example, it inserts a record to the grid, but it is read only, and I can not modify the record. I tried to override the system behaviour in all of row Inserting/Inserted/Selected events as follows but didn’t work.cache.AllowSelect = true;cache.AllowInsert = true;cache.AllowUpdate = true;cache.AllowDelete = true;When I click on the primary form save, also the inserted record wont be saved.2) I would like to push Task and Cost Code from the Details (PMCostProjectionLine) grid to Revision Log grid (PMCostProjectionRevisionLog) as default by using the “Current” but it doesn’t work. I do the same for document header (PMCostProjection) for Date and Description fields and it works. It

When an approval map condition is set to "AP Transactions > PO Number > Is Not Empty", the approval map engine is unable to assign the approval. Have I done something wrong in the approval map? This started after we upgraded to revision "20.217.0022". Could this be related to the known issue on approvers? Step 1 is never assigned: Step 2 is reached instead: Thank you for your help!

Hey Guys, in the following 2 screenshots you are seeing an import scenario that i built. I want to import the “EAN” 1000 into the first Product, so “EAN UOM, EAN HU, EAN HU UOM” are emtpy. But it wont let me, it says “Error: “Alternate ID cannot be emtpy” (screenshot 2)Does anybody have an solution for this ??Best RegardsMalte 

Currently the Item Lookup only has the option to select items per page.  Is there a way to change this to a scroll to see more materials?  We look up kits we have set up and some are only a few items but most of them are 2 or more pages.  The second page (or more) can be forgotten which means not enough inventory gets pulled for a job unless someone is able to catch it before it goes to the warehouse.

Our business accounts used to Auto ID.  Now they are coming up blank and forcing us to number them, which we think is causing other problems.  How do we change this back?  

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we have a P.O. that was created from a change order.  We need to change the quantity and cost on it because the vendor can’t supply all of the product on time and we need to add a new item to the PO for and alternate product. PO is still open and nothing has been received or an AP bill has not been created.  Usually you can just put the PO on hold and make changes, but it is greyed out.  The Change order is also still on hold. we are running 2020 R2 (20.212.0038)ThanksAndrew

Customer wants project ID to reflect the numbering sequence on the Opportunity ID without the 2 character “OP” prefix. As example, Opportunity ID is OP210026, they would want Project ID created upon conversion of Project Quote to be 210026. I didn’t think this was possible, but curious if it can be done using segmentation and OppID as first segment of Project ID Numbering Sequence. Thanks!!Claire  

While getting our custom Acumatica WIP report to work, we built a Velixo WIP report. While comparing to two, many discrepancies traced back to Validate Project Balances not having been run a given projects.As a stop gap, we scheduled Validate Project Balances to run every 15 minutes while we monitor for collateral damage.We are considering a business event to trigger when a relevant project update is made, so would like to know how others are fulfilling this requirement.Thank you,Dave Z

It would be very useful to have a single tab within the Project that pulled in key metrics that every project manager needs to be aware. All of this information exists in Acumatica- but not in one place where a PM can get an overview. On this tab I would want the following metrics:Current Contract Value, Budgeted Cost, Projected Cost at Completion, Gross Margin Budget, Gross Margin Projected, Billed to Date, Open AR, Cost to Date, Open AP, Overbilled/Underbilled status, Committed Costs, Earned Revenue, Earned Margin 

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In many different areas of Acumatica one can add a note to a record using the Record Note link on the left side of each record.   Has any come up with a way to print out or export those notes with a link, even if just a reference number, to the record it is related to?   All of the inquiries and forms have export features but the exports do not export the record notes vs. just the visible columns. Thanks

Cannot release payment, the system prompts the error message, how to resolve this error? 

Anyone using these services in Construction Edition and able to share your experience?   

We are using 2020R2 and I am trying to edit many of the construction reports to have the project manager as a parameter.  Our previous version 2019R1 had the project table right in the schema, so it was easy.  In this version for example, the Project WIP Reports only has the tables Branch, PMReportProject, and PMWIPTotalBudget.  When I look for the tables in the DAC, they don’t exist.  I assume that they are hard coded somehow, as they are not a view in SQL and I can’t find these 2 of the tables anywhere in acuamtica or the SQL server.  Does anyone know the relations of these tables with regards to the project table so I can add ownerID.Thanks

The employees available to select as subcontract owners are only the logged-on employee plus the employees who are members of the workgroups to which the logged-on employee belongs.  Does anyone know why the list is filtered this way, instead of listing all employees like other owner lists?  

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 context of the Customer

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?

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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? 

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?