Construction

Use case: We have some expense items configured to post to job-related GL accounts and others configured to post to G&A GL accounts.  How can we enforce the correct pairing of these expense items with projects on expense receipts?Scenario 1: A user creates an expense receipt for the purchase of job materials and enters an expense item that posts to a job-related GL account.  How can we make the entry of Project/Project Task/Cost Code required for this scenario and prohibit entering Project X - Non-Project Code?Scenario 2: A user creates an expense receipt for the purchase of office supplies and enters an expense item that posts to a G&A GL account.  How can we force the entry of Project X - Non-Project Code?  

Hi, we are in the situation where we often have 1 quoted amount for multiple items. We are not provided per item pricing and some items are not in our inventory.Items are typically shipped over time, so we are receiving incrementally.We have need to track the quantities with descriptions, so we’ve set up non-stock “quoted lot” for items not currently in inventory, and use stock part numbers if existing. These are on the PO at zero cost. We have found that when received, the line items with $0 cost are not flowing into the project cost code transactions. How do we pass this info to the project without requiring a cost to be received on the PO? 

i am trying to figure out how to have the pro forma report attached to the email when i am sending the AR Invoice to my client. is there any whay that i could have one big attachment that would inclute the AR invoice, followed by the pro forma, as a detailed reference of the invoice? thanks

Early last week, we started receiving the following error message when adding revenue lines to a new project. Here’s where it gets weird. We have a lower-level permissions set for the majority of the users that create new projects and enter the revenue lines, they are still able to do this without receiving the error. The error is only being received on the higher-level roles, including Admin., and it is only happening when creating the first line. If we have someone with the lower-level permissions go in and create the first line, the higher-level role can then go in and add any remaining revenue lines. Any ideas what could be causing this and how to fix? We have already cleared our browser history/cache, and tried utilizing several different browsers, each providing the same result. We are on 24R2.

Client has just noticed the PM301000- Cost Budget tab - when the Group by Task box is checked, a popup error message appears “GetItemExtension Failed”.  The client states this function has previously been working for them. They had an update 3/27 from 24.114.0020 to 24.116.0026, but that was almost a month ago, so I am not sure that is a cause, I do not see anything in known issues for 2024 R.1 for this screen/error message. 

Does anyone know of a workaround to trigger a Business Event based on a Parent GI?  In reality, I want to do it based on a schedule, so I can send an email regarding the status of our Daily Field Reports.  However, an email of just info from the top-level DFR table isn’t particularly helpful; it would provide a lot more value if I can present some statistics about the DFR (but since the DFR data comes from a bunch of different tables, I grouped child queries by table and joined them to a parent table, hoping that I could send an email based on a schedule for the Parent GI Data; but was shot down). Essentially, I want to send a Daily Report summarizing the DFRs to our management staff (with a link to the actual PDFs) rather than sending individual emails when the DFRs are approved.  

Is there any way possible I can select a date range and print all daily field reports within?  

We currently are using the 2024R1 version Acumatica Construction Edition and will be upgrading soon to a newer version. We have multiple companies. Our primary company is a general contractor. One of our smaller companies manufactures large concrete wall panels for fencing and concrete blocks for retaining walls. We are looking for a software that will integrate with Acumatica or we would like to see if Acumatica has the ability to track inventory and include a heavy duty scanner that is capable of scanning the heavy concrete walls and blocks after they are poured and updating our inventory count and where we can also scan the material as it is loaded on 18 wheelers and shipped out to projects to automate our process and track inventory and billing more efficiently. Can anyone recommend a software or has anyone had success using Acumatica’s inventory tracking for such heavy concrete products?  I would really appreciate any suggestions or experiences that can help us find the right solu

I’m posting here to try and find someone who is finding success with ProjectManager.com integrated with Acumatica’s construction edition.  Specifically, pushing data to and from Acumatica (bonus points if people are doing predecessors / successors across multiple projects.

Hello,I want to add some data fields to the fop of the project form, but I am not sure where to get the data.  I figured out how to add the data in a customization project, but I am not sure where to get the data.  Any suggestions on how to find the following data? I want to add 3 columns, one for current totals, pending AR and Pending APCurrent Totals AddActual Subcontract AmountUnreleased RetainageOpen Amount duePending ARPending invoice amountPending RetainagePending amount duePending APPending APPending SubcontractsSimilar to this, a financial summary tab would also be nice, almost a dashboard page.This data would be nice because non-financial literate people can see the status of the project, is retain still released, etc.  When working through payments, there is a lot of time we have pending subcontracts for approvals, its a good way to see what is sitting out waiting for approval.  Gives a better read of the project. Thanks for the help!

I am working on an implementation that involves Non stock items on Sales Orders.There are two workflows involved Counter sales and Project Sales.We have 2 different order types setup; one with Invoicing for Counter sales and one WITHOUT  Invoicing for Project sales (material issue only).The system is set to assign the cost on sales.It appears that the cost side of the transaction gets generated when the Invoice is processed, si this works for the Contract Sales.For Project Sales order no cost transaction are ever created.How do I get the cost of the nonstock item to hit the project without Invoicing?.There was a change in the Service module that seems to have address this process for a service Order and this functionality seems to be missing from the Sales Order workflow  

Hi, I’m trying to customize the lien waiver report Partial Conditional report CL642001 to add a section that shows the details of the total amount of the lien waiver, i.e., the list of the bills being paid. There is a details section on the report that I made visible and added a couple of APInvoice fields but I don’t get anything as a result. Any ideas would be greatly appreciated. Thanks, Scott

Step 1: I am looking for a way to create a receivable invoice to a customer other than the customer for the project for material sold.Step 2: How to credit project for amount of receivable invoice for material sold.

Hello, I would like to know if it would be possible to create a new account group that would only be available to selected projects (therefore, restrict the account group or GL account to specific projects).  For example, I would like to create the account group X (GL 9999) that would only be used in project ABC. The accountant would only be able to select the account group X (GL 9999) when they are recording a transaction in the ABC project. If they record a transaction in project DEF, the account group X (GL 9999) would not be possible to select (ideally, it would not even show up). Is there a way to do that?Thank you!

Hi everyone,I’m looking for some advice on how to handle a Max Cost issue in Acumatica related to a bad receipt entry.Here’s the situation: We use Max Cost for quoting purposes in our system. Unfortunately, one part was received with an incorrect unit cost (~$1,041 instead of ~$45), and this error was not corrected at the time.  Long story short, someone used the wrong part number to order a part and receive.  As a result, our Max Cost is now significantly inflated, and we need to correct this so our quoting reflects the true cost. I experimented with doing a return on that po receipt, hoping that would purge it from the list of actual costs but that did not seem to do the trick.  Appreciate the help!

Hi,We have a client who has the project and payroll module activated within Acumatica’s tenant. Originally, they had the payroll preferences to only post payroll actual costs to project. The issue with this setup is having sensitive payroll data being posted to project transactions and employees are now able to view this data. Even if we “Hide Employee Name” within the payroll preferences, it is still possible to figure out who this employee is. We want to be able to post the labor rates, defined within the labor rates table, to the associated projects and also showing it in the “Actual Expenses” within the projects. Currently, I’ve been testing this type of scenario but the only option I have within the Payroll Preferences (Posting Settings) is Post PM Transactions from Time Activities using an Off-Balance Account Group. This type of setup doesn’t show the labor rates hitting within the Actual Expense. Would it be possible within Acumatica to have the Time Activities create a project

Hi, a client is running 23.210.0017 and is having a strange behavior in PO entry: The default project (X) disappears from the field when a GL account associated with an Account Group is entered in the Account field. In production, when the project is put in again, the subaccount field empties and has to be reentered to get all three to be complete. If a valid project is entered, no issue. If a GL account unassociated with an account group is entered, no issue.I ran it in a local instance with no customizations published and the only change was the subaccount didn’t disappear.We tested it in an more recent instance with sales demo data and it didn’t occur. I don’t know if it’s a config issue, or a glitch?

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 receipts by customer?Thank you!

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    

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,