Construction

Hi,Is there any facility to create link with UK CIS tax in Acumatica ? if not what would be the best way to handle this, please. RegardsVenuka.

Hi, is it possible to automate the copying of notes from revenue budget line of a project to Invoice when running project billing? Do you think this can be done via business events? Saw the post belowWant this note to appear on InvoicesNotes to appear here

Hi everyone,I’m trying to import rate tables using the import scenario and getting the following error:I have configured the Sequence for each Rate Table and Rate Type under the Rate Lookup Rules screen.Note: The same import scenario worked for a client on 24R1, but I'm experiencing this error on 24R2.I've attached the XML file for the import scenario I'm using. I’d appreciate any insights or suggestions to resolve this issue.Happy to provide any additional details if needed. Thanks in advance!Regards,Raj

Hi,We dont understand why we have an amount here , all the commitment are closed/clompleted ?ssssws   What is the condition in order to be part of this total?Thanks

Hello Community, When it comes to progress tracking there could be multiple purposes.If it is T&M work type project logically tracking the completed quantity of the cost budget makes sense. In T&M scenarios we either bill the cost we incur plus a fee, or we keep track of units and invoices as per the set rates. So, it makes sense to assume the production quantity and cost budget unit of measure are usually the same. For example, we spend 10 HOURS on a given Project Cost Budget that may cost us $500 but we track the 10 hours with the same unit of measure, but we invoice let say $600. This is just one scenario out of other various scenarios in practice. Now assume we have a project that at least one of its Revenue Budget lines is Unit Rate. Assume it is a land clearing project, so we are paid for this Revenue Budget line by Acre. Although this is Just one pay item entered into our Project Revenue Budget, there could be multiple Project Cost budget making up this pay item. For exa

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​​​​​​

Is executing Validate Project Balances (PM504000) on a recurring basis using an automation schedule a recommended best practice?  I’ve heard some say yes, because it’s necessary to maintain accurate project balances.  However, I’ve also seen someone say no, it should not have to be done as part of normal operations, suggesting incorrect project balances are a symptom of something going wrong and needing to be corrected.

We are encountering what appears to be a functional and mapping gap between Change Orders (PM308000) and Projects (PM301000) related to Quantity (QTY) and Unit of Measure (UOM).Observed BehaviorWhen a Change Order is released:Project Revenue Budget and Cost Budget lines are created correctly Amounts populate correctly All other fields flow through as expected QTY and UOM do NOT populate, even though they are present on the Change Order line Manual entry is required within the Project screen for Revenue and Cost Budget for both QTY and UOMThis occurs when the Change Order line does not have an Inventory Item specified.Support FeedbackSupport has advised that this is currently considered standard system behavior, noting that if the source line in the Project Revenue Budget has no InventoryID, the system does not default the UOM from the Change Order.While this explains the behavior, it does not align well with construction industry workflows, where:Inventory items are not always used QTY

I have a client who pays sales tax on Purchases.  Most of their costs flow into projects.  We cannot get the journal entry lines for the Taxes to honor the project default cost subaccount, so the tax GL lines always go to subaccount “00”.Is there a way to use a project allocation to create a new project transaction and journal entry that will credit the “00” subaccount in the original transaction, and debit the Project’s default cost subaccount?  That’s the only way that I can think to solve this problem out of the box.I have tried a few allocation rule setups and they all fail, so before I go any further I’d like to know if this is even possible.  Or maybe there is something I’m missing in another area.Thank you!John J

i have a scenario where a client (a sub not GC) has billed out a subcontract agreement in full but has noticed that throughout the life of the project they may get deductive change orders as progress on the project continues.  these deductive change orders are often pass through to their subs.  however, since the subcontract agreement has been billed in full, the system does not allow a deductive commitment change order to be created.the steps to rectify this would be to:create a debit memo in bills and adjustments and tie it to the subcontract agreement create the commitment change order with the deduct amountsit would be really nice if the system would automatically created the debit memo from the commitment change order (maybe a future idea?)does anyone handle this different? 

 From this screen , how to know if this AR invoice was created manually in this AR Invoice and Memo screen or was it automatically created as part of creating a Pro-forma ?is there a field that can enable me to identify this in the Invoice and Memo screen (AR301000) ?

Is there a way to link manually create debit adjustments to the associated PO without using PO receipt feature?For example when reversing a bill it automatically links the PO and you can see this adjustment on the PO history tab on the PO. However when creating manually it seems to just link to the Bill directly and therefore when on the PO you may miss that there has been an adjustment made to the Bill.

Hello Team,I’m seeking advise  on the correct approach to reverse or correct an AR retainage invoice that generated an unexpected/abnormal GST amount in the tax total.We are a construction company processing a partial holdback (retainage) for a project. The retainage invoice was created by releasing AR retainage and selecting only the applicable lines. However, upon release, the system calculated a GST amount that does not align with the retainage value or expected tax calculation.I would appreciate assistance with the following: Possible reasons Acumatica may calculate GST incorrectly on a partial retainage release The recommended method to reverse or adjust the invoice while ensuring GST is corrected properly Any insight or best-practice guidance would be appreciated.Thank you.

Hello everyone,My name is Irina, and I am a Business Analyst on the Acumatica Project/Construction team.Currently, in Acumatica, the Completed (%) and Pending Invoice Amount/Quantity fields are designed for manual entry before proforma or invoice generation to specify the document amount or quantity.I am working on automating the Completed (%) calculation for the Revenue Budget and would greatly appreciate your input to better understand business needs.Please help by answering the questions below or sharing any feedback: Do you prefer the current manual approach, or would you like it to be automated? What issues or difficulties do you encounter with the current approach? How do you calculate Completed % and Pending Amount/Quantity before billing? Do you use any Acumatica forms or reports to support this process? Do you export this information from third-party systems? What calculation method do you use (e.g., Cost-to-Cost, etc.)? Do you create a Cost Projection before billi

Dear community!We always listen to your feedback and it is very helpful and valuable.I’m glad to share that in 26R1 we are introducing improvements to Project–Branch defaulting in Purchasing and AP documents. More details will be available in the release notes soon.We are continuing to move in this direction. At the moment, our main focus is on Employee Time Cards and Employee Time Activities in combination with Payroll and corresponding Project transactions and Journal transactions.We would really appreciate your feedback, especially around real-life payroll and time entry scenarios. In particular:Do you have cases where employees enter time for projects that belong to a different branch than the employee has, and this creates issues after time is released or payroll is processed? What is the semantic of the branches of such clients? Which payroll (built-in or external) is used? What branch do your customers expect to see in the project expense and employee liability and why? Which

Hi All,I have created a Project and a PO against the project when the commitments are allowed to the Project. When i lock commitments to this project and go back to the PO, put the PO on hold and add new lines to this, the system is allowing me to change it instead of restricting it.     Related source Am i missing any steps here?

We are trying to return stocks from a Project related sales order , but the system won’t allow it because we don’t have an invoice associated to that sales order-shipment. Is there a way to return it in inventory without needing to do it manually ?

I get this error when trying to print a check.   

Hi Team,We need clarification around the impact of updating the Customer field for any existing Active project in the system. One of our clients (Company A) has been purchased by another company (Company B), and all invoicing and customer contact information needs to be updated for the existing projects to go to Company B. Originally, we were going to update the Customer field to Company B, but we wanted to understand what the project or financial impact might be if we changed the customer field from Company A to B for these projects. 

Currently, when we go to print the Change Order Form, it prints the revenue budget of the change order. Is there a way to set up a separate form to print the Cost Budget portion of the change order?  

Understanding Cost Projections and WIP in Acumatica:  What Every Project TeamTrying to tackle handling differing Labor Rates for the Revenue Budget and Cost Budgets. Our company has been trying to hide burdened labor rates from project managers.Our company is maintaining the same budget for Revenue and Cost. This has caused reporting to be difficult and would imagine using the cost projections and WIP report to be almost unusable. Should we just change our ways and input accurate Cost Budgets?Can the Revenue Budget and Cost Budget for labor be the same or do you need burdened the labor account groups to be accurate for cost projections, so that the % complete calculation for progress is accurate?Should we be using Quantity instead of Amount on the Progress Billing basis?

Hi Team,Is it possible to enable “Copy & Paste Clipboard” option on Projects screen, Since Standard Acumatica only have Copy function which can Copy Project within same Tenant and Same company.I need to copy the Project based on below scenario.To a different Company in same Tenant To a different Company in different TenantPlease help me on this. Regards,Ramya

Hi all - We are in the heavy civil construction industry; when paying for subcontractors, we can only pay what paid (meaning, if the open commitment quantity is for 10 units, and we are only paid 7 units from the project owner, we can only pay the subcontractor 7 units). We receive invoices from the subcontractors for work complete, but there’s no way to track that quantity in any report. We currently use Progress Worksheets in the Construction module to log the invoices, but these “completed quantities” don’t go anywhere/aren’t reportable/can’t tie to project commitments. How are others tracking the submitted/invoiced quantities for subcontracts, but not actually entering the invoices into payables?  

I have had a Generic Inquiry to pull back Construction data, including information from the top level Project, SubContracts and SubContract lines, which has been working fine for quite some time.  I made a small change to it, and now, for any newly created Projects and/or Subcontracts on an existing Project, they are not showing up in my Generic Inquiry.I did add one new field to pull back Retainage from the Project level, but these tables are already joined. I tried reverting back to my known good, 2025R1 certified version of it, and still am not seeing the new data.I tried clearing the application caches and restarting the application.Has anyone run into anything like this before?  

Looking to see if other users have upgraded to the 2025R2 version and are using the Modern UI.  We noticed significant speed issues 2-5 minutes on screen refresh.  This morning i changed the Project Screen and Change Order Request screen back to classic UI and the users are back to normal speeds     Looking to get feedback from other contractors as it pertains to 2025R2 and modern vs classic UI.       Thanks for your feedback.