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Discussions about construction edition features

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663 Topics

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kseverud34Freshman II

asked in Construction

Change Request Status

I am importing Change Request data from another system into Acumatica.This particular data was given a status of “Void” in the other system.I noticed that Acumatica supports a status of “Rejected”. I am looking for an interactive way to assign the “Rejected” status to a selection of Change Request records(hopefully without having to create a Change Order).Thank you for reading this.-Ken Severud

5 months ago

CJohnson15Jr Varsity II

asked in Construction

Aatrix contact information

Looking to find out how to change the 2FA for Aatrix when running certified payroll. Can this be done withing Acumatica or is there a separate log in or contact?

5 months ago

Sagar GreytrixCaptain II

asked in Construction

Project Attribute Restriction by Role

Hi Experts,I've requested to restrict edit access to only the custom role 'Project View Only'. For all other roles, the 'Value' column on the project screen should be set as not editable. Any assistance with this matter would be greatly appreciated. Thanks in advance.Sagar

5 months ago

arun83Jr Varsity II

asked in Construction

Duplicate Standard screen & Link to Activity

Dear Members,I have duplicate screen of Purchase Receipt, I have different screenID but using same POOrderEntry Graph. when i add activity it open up and link to Standard PO screen. How to link to my Duplicate screen. when i click on Related Entity Edit Icon it open up Purchase Order screen instead of my Custom duplicate screen. Thanks,Arun.

5 months ago

HarrySemi-Pro I

asked in Construction

How to display PMBudget and PMRegister details in single GI

Hello Community,I have been looking to display the values from PMBudget & PMRegister tables in a single GI, but the rows & values are getting duplicated from the PMRegister table. How to resolve this? Thanks in advance.

5 months ago

ESTEPALINAAcumatica Moderator

posted in Construction

How can I correct a project invoice?

We are happy to introduce a new Help Documentation article that helps users navigate through different invoice reversal and pro forma correction options in Acumatica.The article also contains a diagram that illustrates these options. See the article in Acumatica Online Help.Many thanks to Education team for systemizing and communicating the knowledge! Dear community, you can leave your feedback on the article here in this thread. Thank you!

5 months ago

bryanb39Pro II

asked in Construction

Project Inventory Cost Budget by Warehouse

With sales orders it’s easy to see if inventory is available and from which warehouse. In projects there is not warehouse specified. We often need to make substitutions or transfer items to fulfill project needs. Current plan is to create reports and a dashboard to help with this, but what are others doing to handle this issue in a more direct way? Has anyone customized Projects so the Cost and Revenue budget areas can have some of the inventory features available on Sales Orders? Or what other work around have you found? We are not using the Construction edition, but these are for small simple construction projects. But I’m also interested to know if the Construction edition has assisted with this issue.

5 months ago

meganparsley98Freshman I

asked in Construction

Estimating add-on for Construction Edition

We have a large landscaping client who is migrating from General Edition to Construction Edition. Implementation has been paused, however, because the client is disappointed in the lack of functionality of estimating. We are now vetting ISVs. ProEst is a possibility. RedTeam is only serving commercial contractors. Does anyone have any other suggestions for an ISV? One function our client needs is the ability to drop estimates into projects (not sales orders).

5 months ago

tsnyder16Varsity III

posted in Construction

Is there a way to limit a Project Task and Cost Code combination to only those that exist on a Project Cost Budget?

In many screens, such as PO, Issue, AP Bill, Receipt, even Project Transactions, the system allows a user to choose an existing Project Task and then apply any Cost Code existing on the project to that Task even if that combination of Project Task/Cost Code does not exist on the Project Cost Budget.The system currently adds a new row in the Cost Budget, which to my client is a real issue.Furthermore, it would be additionally helpful to NOT allow new Task/Cost Code/Account Group combinations beyond what exists on the Cost Budget.Has anyone else ran across this issue and were you able to prevent it from happening?

5 months ago

iqraharrisonCaptain II

asked in Construction

Project Specific numbering sequence for Change Requests

Hi!I have clients wondering if there was a way to track change requests per project in numerical order? Right now, the numbering sequence is global for all projects but some clients are interested in knowing what request number one specific project is at. I was thinking I could create a UDF or attribute but that would involve the user knowing what the last change request number was which doesn’t seem efficient. I was curious to know if anyone else has had this come up or has some creative ideas they could share! Customization is a possibility too but multiple clients have asked about this functionality so might be nice to add it to the core product :)

5 months ago

sakthi61Freshman I

asked in Construction

PXSelector not filterting

Hi Team, PXSelector not filtering code value . For Ex, If PXSelector Code is have text value as “Main” for two records means if select the 2nd item always it is saving 1st item. Regards,Sakthi

5 months ago

HarshitaCaptain II

asked in Construction

How to setup the Description for PM Allocation record

Hello Community,I have been working on Allocation Rules but I am not able to setup a specific description for the Allocation records generated in Project Trxns screen. And my Allocation rules description that I have setup is: What is ti that i am missing here?

5 months ago

chidao

asked in Construction

Enter BOQ - Bill of quantity - Construction Module

Hi All,Do we have a place to record BOQ on Acumatica - Module Construction?We sell ceiling (Material UOM = Panel) for project X (1000sqm). On the construction, the UOM on the contract will be sqm and the UOM of the cost will be material UOM.we need a place to record conversion from Material UOM to contract UOM. Quantity Surveyor will do the take off and fill out this infor.

5 months ago

CJohnson15Jr Varsity II

asked in Construction

Overtime

I have overtime rules set up for anything over 40 however after calculating the payroll batch I am not seeing where the regular hours are converting to OT for the excess hours. Where can I confirm that the appopriate hours are allocated for OT. I am currently looking at paychecks and adjustments

5 months ago

Sagar GreytrixCaptain II

asked in Construction

Transfer field value from quote screen to project screen

Hi Team, I added two custom fields, one on the project screen and one on the quote screen. I want to transfer values when a project is created from a quote. The fields are using the DACs 'PMSiteAddress' and 'CRAddress'. For the 'PMSiteAddress', I've created an extension class 'CRAddressExt' to add a custom field 'usrCounty'. Similarly, for the 'PMAddress', I've created an extension class 'PMAddressExt' with the same custom field 'usrCounty' public class CRAddressExt : PXCacheExtension<PX.Objects.CR.CRAddress>{#region UsrCounty[PXDBString(155)] [PXUIField(DisplayName = "County")]public virtual string UsrCounty { get; set; }public abstract class usrCounty : PX.Data.BQL.BqlString.Field<usrCounty> { }#endregion}for project public class PMAddressExt : PXCacheExtension<PX.Objects.PM.PMAddress> { #region UsrCounty [PXDBString(155)] [PXUIField(DisplayName = "County")] public virtual string UsrCounty { get; set; } public abstract class usrCounty : PX.Data.

5 months ago

raphrfSemi-Pro III

asked in Construction

Project T&M Billing without Proforma - How to writeoff rows?

Hi All !For some project we don’t need to have a proforma invoice for our T&M billing. In this case the PM create directly a AR invoice.But we face a problem, in case we have one or more row to writeoff, how to writeoff them easilly(writeoff and hide it for the customer)? If we delete the row, it become unbilled and will be recalled at the next invoice.When we want to have a reminder it’s fine , but if we want to completly remove the row it doesn't do the job.Thanks

5 months ago

nickgura

asked in Construction

Adding machine expense to a project without using a BOM

We are a company that creats our own literature type material. We are currently moving towards using projects to track our expenses for the various things we produce. With that, we also make a number non-stock items. Is it possible to add/link machine time to a project? I figured out that I can list a certain machine as an equipment and then submit an equipment time card that’s linked to a project to add the correct expense to the project. But I’m not sure if there is a better way to get the same result. Any ideas?Thanks for your help

5 months ago

HarrySemi-Pro I

asked in Construction

How to let the system calculate & display Actual Income before creating AR invoices for projects?

Hello all,I have been trying out to let the system calculate & display the Actual Income section of the Projects before creating an AR Invoices. So I would like to record Unbilled AR and display that figure under Actual Income.I have a Time & Material project, so I create the project transactions , not posted to GL, using the Employee Time Cards.Now I would like an Allocation rule that would post a GL transaction as: DR CRUnbilled AR 800Revenue A/c 800And then the Actual Income gets updated to 800.And then when we generate the AR Invoice/Run Project Billing then the Unbilled AR should get nullified. How can we get this done?

6 months ago

elisemorban11Freshman I

asked in Construction

Retainage in Construction

How is retainage treated? In D365 F&O, there are two options – full amount and full amount less retainage. What options are the in Acumatica? Is there functionality to accrue tax differentials? In D365 F&O, there is a feature for Post Positive Sales Tax Adjustment as Use Tax and when this feature is enabled, SureTax will accrue tax differences. For example, if vendor charges sales tax of $10 and the tax platform calculates tax of $15, the $10 sales tax is included in the vendor payment and the tax platform will accrue $5 use tax. Is there similar functionality in Acumatica?

6 months ago

epanJr Varsity II

asked in Construction

Acumatica Cloud ERP 2023 R2-T5018

Hi There,I tried to test Acumatica Cloud ERP 2023 R2 T5018 E-File. I kept getting an error and not able to process. Could you please review and advise what does this error mean?

6 months ago

CJohnson15Jr Varsity II

asked in Construction

Daily Field Report

Does adding the labor time and activities on the daily field report replace having to enter weekly crew time or an employee time card? Or how will the weekly time activities feed into the daily field report without manually having to add them

6 months ago

Laura CarpenterVarsity II

asked in Construction

Updating Actual Quantity Cost Budget in Project Transactions

We began importing our labor costs and hours into our projects through Journal Entries from our external payroll system and didn’t realize for the firs 5/6 weeks that if we do not have a UOM in the Journal Entry it doesn’t populate the hours into the Actual Quantity column in the cost budget on the Project. Journal Entry TransactionProject Cost Budget LineDoes anyone have suggestions on the best way to populate the projects with the hours without duplicating the journal entries since the journal entries do show the quantity when you look at the project transactions? I don’t want to end up having the amounts duplicated if the Actual Quantity field would change and populate with any units that are shown on the project transactions.Project Transactions List from the Project Cost BudgetAs a note, I did try and use the Recalculate Project Balance operation under the … [More] menu and that did not resolve the issue.

6 months ago

CJohnson15Jr Varsity II

asked in Construction

Project Management Features

What user access role do you have to have to be able to see the Project Management features once enables. I have the Project Manager checkbox selected for my PM but he cant see the PM module menu items such as RFIs submittals daily logs etc

6 months ago

CJohnson15Jr Varsity II

asked in Construction

Crew Time Reporting

Is there a video or webinar on crew time entry?

6 months ago

lwestervelt

asked in Construction

Retainage Release for Multiple Invoices on One Subcontract

How do we release retainage on multiple invoices at one time and reference 1 retainage billing invoice rather than each individual contractor pay application, that would then go through the approval process once, rather than for each contractor pay app?

6 months ago

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