Construction

 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.  

hello all, i have been trying to clock in on the Project tasks (PM302000) screen, but it still says : the user that i have logged has a linked employee record, have also setup the Default time log type under preferences, the project & the Project tasks both are activated, but still throws this message. is there something I’m missing in here?

Many of our customers have the Amount field on their AP Bill entry screen, like this: On my instance this field is not showing up.  I’m trying to debug why things aren’t matching up and need to get this to display on my test server.  Any advice would be GREATLY appreciated.I’ve looked in Enable/Disable Features, and didn’t see anything.I have generally only worked with the API directly, and am not very familiar with the UI customization. 

Hi Acumatica Community,Is there a way to lock out a specific tenant?Thank you!

We need to remove the amounts showing as “Unreleased Retainage” on the AR Aging report. These amounts have already been released and paid. While the total of unreleased retainage correctly sums to zero, the individual entries still appear on the report. We want to clear these items so they no longer display in the AR Aging report.

When we bring in a AP bill through AP DOCUMENT RECOGNITION, it does not recognize an existing PO # and then when we manually try to do a PO match, the only option we have is to match the entire PO not lines and then all of the lines from PO are duplicated on the AP bill recognition screen. Then we have to manually delete and adjust the matching, which is inefficient. Our consultants tell us this is a limitation on the AP DOCUMENT RECOGNITION side . Any others experience the same issue and any potential resolutions, workaround?The following is the advice from our consultants“Why is OCR not populating the PO# in the recognize screen. We also tried to manually push it by selecting the PO# on the image – did not work. PO# cannot be recognized through OCR directly. First, you need to complete the PO Receipt process.(For Non-Stock Items, you need to enable the receipt option on Item Master) Then on AP Incoming Documents screen, you will need to specify the Inventory ID and click “Link to PO”

Dear community,You always provide such a great feedback and invaluable insights!We have a question for you.Do you deliberately use this option of Project Preferences? Summary mode (See the image below). If yes, why do you prefer it to the Detailed option, what kind of benefit you are getting from it?Option description: https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=de2ca225-4a0c-4129-b09d-3f3ed05198f9We are thinking to retire this option in the product, and before we plan anything, we want to hear your thoughts. Thank you for your input!Best regards,Kate

 Dear Community,We’re preparing our reporting framework to support parent–child project hierarchies.We want to hear your thoughts on how each existing report (from the list below) should look and behave when it’s run for a parent project versus a child project. Your input will help us avoid double‑counting, make drill‑downs intuitive, and keep financials audit‑ready across rollups.What feedback we’re collecting:UI expectations per report: what should change when the report scope is a parent vs child project? Aggregation rules: what must be summed, averaged, recalculated, or eliminated at the parent level? Filtering & drill‑down: which filters, groupings, and drill paths are essential (e.g., Parent → Child → Cost Code → Transaction)? Gaps: any missing reports you rely on for parent-child project management that aren’t listed below.Please evaluate your feedback against these parent–child project types:Parent Project – container only aggregates cost and revenue from child projects e

For example: my primary email ID is Raj19@senso.com and my alias email ID is AP@senso.com. So, can I create an email account for both of these email IDs?

How do you record a backcharge on a project where you do not want to affect the total contract value (fixed price contract)?  The ideal way of doing this would be to make the charge against the cost budget instead of the revenue budget but I also need to issue the credit to the client and I have not found a way to link a AR Memo to a Cost Budget task and cost code.  Can that be done and if not does anybody have any suggestions on how to resolve?

Hello everyone, I was hoping to get some help on what may be a rudimentary question. My team and I are mostly new at our company and weren’t around for our Acumatica implementation. Recently we’ve been trying to track down where and when all of our project-specific inventory came from.I can attain the current balance of each project’s inventory but when looking deeper into the transaction details, we’d like to see what invoice/PO/Purchase receipt was originally attached to that item.Does anyone know of or have a pre-existing solution to this problem, or is it a report that I need to build? Thanks for any and all help.