Construction

The Vendor Transaction History report (PM706220) / 24R1 is not pulling details properly when there is more than one project on the AP Bill / Invoice.  It only shows the invoice as project XIs there a fix for this ? 

I’m looking for best practices on how to track employee time entries that are linked to specific project issues—ideally in the context of a daily field report.The goal is to capture: Which employee worked on which issue How much time was spent The ability to tie this to a project and task A report or inquiry that summarizes this daily Has anyone tackled a similar need? Any advice or design patterns would be greatly appreciated!Thanks in advance!

I am trying to input budget data for  new project. On the project budget profile screen the task description field is blank.  How can I get that to appear?

I made the Project Task as Cancelled and tried to delete the Project Task.But I get the error message " PM Error: Cannot delete Task since it already has at least one Transaction associated with it." How to find how many transactions exist for this project task and how many of those documents are cancelled or voided and what are those document numbers. Which standard report can show these details specific to a project task ? Is it possible to delete a project task when there are only voided or cancelled documents only and no active documents ?

Hello, I read online that the feature "require single project per document" in the AP bills preferences was eliminated in the 2025 version. Is there an alternative that would allow us to have a similar restriction?When we want to add a PO to an AP bill, we now have a list of all the opened POs of the vendor showing instead of only showing the POs related to the specific project. This is a bit of an inconvenience for us and a also more risky to apply the invoice to the wrong PO. Thank you in advance for your help! 

Hi everyone,I'm building a custom API screen in Acumatica with a virtual DAC (PXVirtual) to trigger an authorization process. My screen has:public PXFilter<VXAuthorizeExistingRequest> MasterView;public PXSelectReadonly<VXAuthorizeResponse> DetailsView;public PXAction<VXAuthorizeExistingRequest> RunAuthorize; The RunAuthorize action calls a helper class to execute some logic, then inserts a result record into DetailsView (a virtual table VXAuthorizeResponse), like this:DetailsView.Cache.Clear();DetailsView.Cache.Insert(new VXAuthorizeResponse{    Success = res.Success,    Message = res.Message,    PaymentDocType = res.PaymentDocType,    PaymentRefNbr = res.PaymentRefNbr,    LastTranType = res.LastTranType,    LastTranStatus = res.LastTranStatus,    ProcessorTranNumber = res.ProcessorTranNumber});DetailsView.Cache.IsDirty = false;MasterView.Cache.IsDirty = false;When I call the API endpoint like this:POST /entity/AuthorizeAPI/22.200.002/vxcreateauthorizeapi/runAuthorize

I would like to create a generic inquiry that lists the project account groups together with the GL accounts in each project account group.  There is a table called PMAccountGroup, but I can’t find a “child” table showing all the GL accounts.  Has anybody successfully done this?I will use this inquiry as a “sub” GI for an inquiry on AR invoice lines, to show which project account group the AR invoice line has impacted.  This can then be compared to budget to show which AR invoice lines have deviated from Revenue Budget.

How do people deal with the “Total Commitments”, “Open Commitments”, & “Cost to Complete” amounts on the Project Cost Report?  They appear to be values as of the report run date rather than as of the period reported.  This means that if you close your accounting period and start reviewing the report and someone on the construction team enters a new change order, all of these numbers change.  It also means that if you rerun a prior period’s report, all of these numbers might change from what you reported to management, quantity surveyors, banks, investors, etc.  I’m pretty sure the report pulls these amounts from the data behind the project summary screen and I’m not sure how to change the report to build this data as of a reporting period (or what DAC to use).We take a couple of weeks to close our accounting and get our reports finalized, surely we can’t expect our construction teams to not enter any change orders for two weeks every month.  Not to mention that we can never reprodu

Hello I am new here and currently looking for feedback on my approach:Scenario: When a user pays the invoice.Fig a: Invoice Screen:Ask: On the Revenue Budget tab under the project, , I need to display the following  through a user-defined field.  Display “Total Units Paid” : reflecting the quantity for which invoice payment has been received from the customer. Display “Total Amount Paid” : representing the corresponding total value. Display “Difference in Units” ( Budgeted – Paid) : showing the variance between total billed units and total paid units.I would appreciate if someone could provide feedback on my approach as I am bit lost.DAC:using PX.Data;using PX.Objects.AR;namespace PX.Objects.PM{//Total Units Paid        #region UsrUnitsPaid        [PXString(50)]        [PXUIField(DisplayName = "Units Paid")]        public  string UsrUnitsPaid{ get; set; }        public abstract class usrUnitsPaid: PX.Data.BQL.BqlString.Field<usrUnitsPaid> { }        #endregion //Total Amount Paid

 Hi,For T&M billing of a project, Is it possible to inherit of the "Sales price" of the customer for a line? Thanks!

Hello, I am receiving the following error when trying to create an AP Bill from a Subcontract.The subcontract is open, not complete.   “PO Error: There are no lines in this document that may be entered in AP Bill Document directly”

Hi everyone,I’m trying to create a custom API endpoint in Acumatica that simply calls a custom function inside my code (for example, to run some business logic or integration helper).Basically, I have a function inside a helper class (for example: AuthorizeExistingPayment()), and I’d like to expose it through the Acumatica REST API so I can call it externally — something like:POST /entity/CustomAPI/1.0/MyFunction/RunHowever, I’m not sure what’s the correct approach in Acumatica to make this work. However, I’m not sure what’s the correct approach in Acumatica to make this work.I’ve seen some examples using: A custom BLC (Business Logic Controller) class that defines a PXAction, Or a custom screen with a PXFilter and PXAction, Then linking that to a Web Service Endpoint.     But I’m still confused about which method is recommended for simple custom APIs that only need to: Receive some JSON parameters, Execute my internal function, And return a custom response (without saving anyt

I was hoping that someone could help me out with a customized field issue with the project quotes. I amtrying to add a field to the top of the quote screen (Call Number) in the example below. I will type in the call number, hit save and then everything will look fine. Once I leave this screen and go back in the call number disappears. I have tried multiple customization projects and have tried different customization fields with no success. I have done the exact same process in the projects side and have had no issues. Does anyone have any ideas on how to solve this?  

Looking deeply at our cost budgets and trying to understand some of the headers so looking for some help and clarity!  On the line item for “open committed amounts” it appears that it shows things “open” that are invoiced and just aren’t paid yet.  Is that correct? But it ALSO appears this amount is reflected in “actual amount” because those pay apps have hit the GL.   I want to make sure I’m not double dipping on my cost remaining - can someone help me with this? I want the figure for invoices that are committed that haven’t even been invoiced yet - I don’t care if they’re paid or not.

I have a billing rule that is just Project Budget Unit Price * Billable Quantity.The Unit Price on the Project = 213.75Whenever the quantity to bill does not end in .00 hours, the Unit Price on the Invoice is calculated to some other value.  There is no currency involved.  What would be causing this? Thank you in advance for your comments!  

Hi,Could you please anyone provide a quick guide to add attributes to Equipment form. When we add attributes to the customer/stock items we add to the customer/Item class. But here in equipment, there is no class and the plus button is not enabled to add attributes. Thank you,Dulanjana 

Has anyone had success importing project template tasks? My client has about 500. Any tips are appreciated. :)

Hi, I’m not the most versed with the Project module, but I have a customer who uses projects and has some restriction groups configured to limit access to projects, mostly along branch lines, they have several branches. That part seems to be working, users are only seeing projects that they are assigned to in the restriction group (via project groups).  What he is reporting however is that on the Project Transaction screen, users can see and call up transactions tied to projects that they don’t have access to otherwise.  And his biggest issue is that they can actually Release these transactions as well.   It also looks like they are using that Project Transaction Visibility by Account group and again, that part is working in that it is blocking access to some transaction lines, but he’s saying even with that, it still allows the user to call up the transaction and release it.   I haven’t gone through a full test on this, although I did confirm that I can see the transactions tied to pr

Hey Acumatica Community!As we know, he construction industry is evolving rapidly, and digital transformation is no longer optional.From equipment utilization and ROI tracking to telematics and automation, the need for connected, data-driven workflows has never been greater.That’s why we’re thrilled to announce an upcoming live webinar featuring Acumatica’s own Joel Hoffman and Mike Gillum, who will be showcasing the latest advancements in Acumatica Construction Edition alongside the official launch of IIG’s new Construction Equipment Management solution.📅 Date: Wednesday, October 22🕘 Time: 9:00 AM PT / 12:00 PM ET💡 Why AttendWhether you’re a partner, customer, or prospect, this session is designed to empower you with actionable insights:For Partners: Learn how to position and demonstrate Construction Equipment Management to drive new opportunities. Gain insights into Acumatica 25R2’s new UI and AI features to enhance your sales story. Engage customers with a powerful, constructi

Is there an easy way to get the Project Address to auto-populate with the Default Location (the shipping Location ID specified on the Opportunity)?  

HiWe have recently gone live with Acumatica, the company doing the implementation With current live projects opening balances and revenues were loaded via the Project Transactions. With doing this process when we run the billing on a project, previous claim values and retainage is not recognised. How should I be re-doing the opening project balances so values are recognised so the progress claim/ Proform Invoices workflow can be utilized Thanks

Hi,I'm currently doing proforma invoices with retainage set at Contract Cap Retention 10% Cap 50% I leave Proforma Invoices on hold until payment is certified Due to the nature of different systems I often have my claim amounts approved but retainage calculations can differ. How can I affect retainage values without affecting claim values? These cells seem to be locked on both Revenue Budget and Proforma screens. Thanks

Dear Team,We are using vendor Attributes and Selectors as below but it is always showing Employee details. It happening only happening in particular customization form other forms all okie. Here is my code. [PXSelector( typeof(Search<Vendor.bAccountID>), typeof(Vendor.acctCD), typeof(Vendor.acctName), SubstituteKey = typeof(Vendor.acctCD), DescriptionField = typeof(Vendor.acctName), SelectorMode = PXSelectorMode.DisplayModeText)][VendorActive(DisplayName = "Account ID", Required = true)][VendorNonEmployeeActive(DisplayName = "Account ID", Required = true)]I tried all the 3 options above but i am always getting as below Work Fine below as in other places Regards,Sakthi

I am having a problem when I print an AIA Proforma Invoice for a project that has a change order with a cancelled status.  The change order does not show on the second page of the report, but it shows in the cancelled change order value in the Change Order Summary area.  In the screenshot below, the additions should be $80,219.25.  There was is a cancelled change order in the value of $25,645 being included that shouldn’t be.  Is this a known issue or how could I customize the report to eliminate the cancelled change orders from the change order summary? 

The Professional Services Edition is integrated into the Acumatica ERP 2025 R2. A new Professional Services feature has been added under the Projects feature (for the Professional Services Edition license) on the Enable/Disable Features (CS100000) form.The Projects workspace name and icon depend on the enabled features. Please see more details here: Construction FAQ: Professional Services feature switch