Construction

Is it possible to import multiple Purchase Orders from Excel? Cant seem to find this option. Thanks.

Was doing a little cruising and was wondering what the purpose of rental groups were? What is it?What would the benefit be to use it?

At present, in order to generate expense claims from expense receipts, the claim option on the expense receipts form, automatically groups receipts by customer if the expense receipt is linked to a project/ service order or if a customer is selected. This results in an employee having different claims for each customer. I would like to get your thoughts on this topic. Your responses will greatly help our engineering team in building the right solution.Would you rather prefer if receipts were grouped by employee only irrespective of customer? Is there any other criteria by which you would like to group expense receipts automatically ? How often do you use the automatic claim option to group expense receipts ? If you are currently grouping receipts by customer, how does this benefit you? What don’t you like about the automatic grouping of expense re

Hi, Can anyone provide to me step by step instructions in how to remove an inventory stock item that posted to a project using a PO of the normal type. Any guidance would be appreciated. Thanks, Frances    

Hi there, We just updated our Acumatica version and I’m trying to figure out what the “Project group” is for in the Projects screen. I can’t find anything in Acumatica Resources. Could you let me know how we should use it please? Thank you!   

Is it possible to add a line to an existing Purchase Order while creating a Change Order?  We have Purchase Orders that have previously gone through our approvals process that need a line added to them for an additional scope of work.  We would like to avoid putting the Purchase Order back On Hold to edit it because it removes the commitment from the project until it has been approved and is back Open again.

Hello,I am noticing that by default if an AR invoice has retainage specified, then this will go directly into Income upon release of the original document. Shouldn’t this be handled differently? I would assume that Retainage Income wouldn’t be recognized until the release of the AR Retainage? Let me know if you have any ideas or can better explain. Thank you!    

Is there any way to make project recipients in the mailing & printing settings default from the customer? From what I see, mailing & printing settings come from project preferences, and there is no way to set them to pull from the customer. TLDR; Make project mailing & printing settings default from customer and not project preferences.

Getting an error “The @Rate is not defined for the 10 step of the EQUIP Allocation rule. What could we be missing?Thanks,          

This is a weird question: does anyone know what level of bandwidth is necessary for reasonable performance with the Acumatica mobile app?  I’ve had a couple reports from my users where they can’t get the app to load over cellular connection.  Admittedly, they’re in remote areas, but are able to do everything they want on other apps.

Mid-market Commercial Construction company new to Acumatica - Live 1/1/25.  1 Entity with 7 Branches.  We are struggling a bit in learning Acumatica and recovering some operating efficiencies, particularly in project accounting - budgeting - subcontracting workflows- and accounts payable management.  Interested in a connection-conversation with a construction company a little further down the road using Acumatica Construction Edition happily and successfuly to manage project finance, or those who have been down our path and done something different for project accounting (Procore Integration?)

Hi We would like to know how to business manages with Blank PO,  Essentially we would like to have a lean process of which everyone goes througe a request process, and then it is the purchasing department that manages the rest. In certain cases, there are blank PO that are arranged with certain supplyers. What i would like to know is from the request, is there a way to link that request line to a blank PO Line, to it would deduct the total quantityfrom the blank PO. The inly way i have found for now is that from the request, i would have a quantity with a price of 1$. We thansform the request to a purchase requsition, and then a purchase order. From that order, we put the item price at 0 so there is no cost involved in that line transaction, and then in the same PO, in add the blank PO Line, and input the same quantity as the Request line, but at a 1$ unit price. This gives me the final amount identical from the request, and the “infant” PO

We are having difficulty finding a paid invoice report by vendor per project and given a certain payment date range.  Does anyone have a solution for this problem.  

We’re looking for a way to track which Invoice or Proforma a specific Change Order was billed on in the Project module. Specifically: Is there a field within the change order,  or a report that shows which Proforma or AR Invoice includes a Change Order? If the Change Order was partially billed, is there a way to see the amount invoiced to date and what remains? What’s the best practice for tracking Change Order billing in Acumatica? Any tips, custom reports, or screen references would be much appreciated!

In the Acumatica produced YouTube video Set up Allocation Rules to Recognize Revenue - Acumatica Construction Edition from April of 2020 viewers are cautioned against using Auto Completion of the Cost Budget if there is more than one cost line per task: Is this still a limitation?If not, in which release was it resolved?If so, is it dependent upon the selection of Completion Method (Budgeted Amount or Budgeted Quantity)?

I’m trying to figure out why we can enter only one AP bill per line on Purchase Orders. Is that how they’re supposed to work? Is there a setting we can change? The scenario is this. A materials quote for a construction project has been entered with lump sum totals in each of 4 different cost codes. A single PO with 4 lines. But the amounts in each line will not be billed all at once. Several AP bills will be entered and eventually consume the total amount of that line. Our problem is I can enter only 1 AP bill applied to line #2. When I try to enter a 2nd AP bill, the system locks out line #2. I can’t apply any more bills on line #2. Why is that? I realize that using a subcontract instead of a PO would circumvent the issue. But since this is for materials only, isn’t the PO option more appropriate?  Things to know that might impact replies…Our line type is Service, and the Inventory ID is a non-stock item.The self help training guides h

Good day,As the administrator, I should be able to run the Project Overview Dashboards.  All the security rights are ok.  I don’t see any issues with how it set up.  I can’t get it to work.  Any thoughts?  I am thinking that this dashboard is not for the Project Module but for Construction hence the reason it is locked.Any assistance would be greatly appreciated.  

We are transferring inventory from a non-project to a project within the same warehouse (same location). The quantity is moving correctly, but the cost is not following — instead, it's being posted to the PPV (Purchase Price Variance) account.Later, when we invoice the project (sales invoice), revenue is booked, but no cost appears, resulting in inaccurate margin reporting.Has anyone faced a similar issue? Could this be related to how the project account groups or inventory posting classes are set up? The  cost is not getting capitalized into the project correctly during the transfer.Would appreciate feedback or best practices for handling inventory transfers into projects to ensure costs are correctly posted and reflected in project billing/COGS.

We are receiving error on billing rule after creating new tenant by restoring snapshopt of the business accounts and settings of the previous. We dont have any problems encountered when time activities are released but when attempted to run proforma billing, this error keeps on showing. Failed to calculate the amount using the 1 step of the TM billing rule. Line Amount Formula: =[PMTran.BillableQty]*@Price Error: Object reference not set to an instance of an object.  Thank you.

I have DocuSign configured and working.  Here is my question - when processing a document, such as Subcontracts, do I have to print the subcontract to a .pdf, then attach the file to the form in Acumatica, then click Files, then Edit then ESIGN?Is there an easier way to get the document attached to the Files without saving as a pdf first? 

Hi,I configured an automation schedule for the Run Project Billing process. However, several of the projects that were completed still generated an invoice even though the items were billed already. I did know for several line items this happened on after Run Billing was done the completed % column like below increased from 100% to 200% causing an invoice to happen. The billing rule is set to Time & Material .Here is the billing rule for Time & Material: This billing rule also includes a progress billing:  Could the billi

Hi EveryoneI noticed that when we generate project billing to create a pro forma invoice, the change order line items do not have tax category assigned. Although the associated project task does. I am wondering if this is similar to the situation described in this thread below, when commitment does not have a non-stock item, tax category is blank despite project task. Since this discussion was from two years ago, has there been any changes to this?Anyone got any suggestion on how to improve this? It’s painful to assign tax category manually on the pro forma for change order items after generation.Thanks.

We are using Role Level Security to provide specific users with access to specific projects (Group Type A), which works.  However, this configuration requires us to update the role level security with each job that is created.   Is there a way to associate role level security with a employee workgroup, rather than an individual user?

Hi everyone,I'm trying to create a simple import scenario to release Proforma invoices. However, I consistently receive the error:"0 records of 1 have been processed. The last error was: Another process has updated the 'PMProforma' record. Your changes will be lost."What’s strange is that it seems to perform the Release from Hold action, as the AR invoice is created — but the Proforma itself remains in Open status instead of moving to Closed.Could it be that I’m doing this the wrong way? Any ideas or recommendations would be greatly appreciated!    Import scenarioBefore B.E.

How do I release AR Retainage  Sue