Construction

I’ve looked around and just cannot locate an article on this.  Can someone point me in the right direction for best practice on loading (migrating) unreleased AR retention? Thanks 

I have received a check from a customer and there are a couple of back charges listed on the check stub that need to be applied to make the payment amount show correctly.   I have attempted to do a credit adjustment but that does not balance the transaction.  I was told to process the credit adjustment against an open invoice but that does not help me out either when I need to apply that amount back into the payment somehow.   What am I missing here?

Does anybody know if there is a native integration between Acumatica & Gusto HR? I have a potential prospect tracking time for construction projects in Gusto & they’re curious if there’s an integration, rather than doing CSV uploads

A positive inventory adjustment made directly to a project/task hits the project ledger as a negative qty/cost on the project ledger….  everything else in the GL and IN modules appears correct, but the project ledger is wrong. the workaround it to do the adjustment to project X (this avoiding the incorrect project transaction) and doing a transfer into the project… but in current release of Acumatica (22R1 and prior) this doesn’t completely solve the issue from a reporting standpoint, since transfers still don’t hit the project ledger at all….  would be nice to have that fixed btw… I have a business event setup to properly create a project transaction after the transfer.But this seems to be a legit a bug unless I’m missing something obvious… -Matt 

We deal with quite a bit of prepayments (actually milestone payments on long lead items) in our business and in testing the prepayment process I have noticed that I am unable to apply retainage to a prepayment request.  Is there a process for being able to do this?  Is there a fix or enhancement that is coming?  We are currently on 2023R2 but planning on upgrading to 2025R1 when available. Since it is related, I have also seen where it is not possible to apply retainage to a foreign currency PO/Bill.  Is there a roadmap for including this functionality?

Hello all,Can anyone let me know if there’s a specific field where I can find the original cost of the subcontract?In the above screenshot, the ext cost column get updated if there’s an increase/decrease in the amount.

Dear partners and customers,Please share with us how are you using Project Drop-Shipment feature in Acumatica. Do you need a receiving document for the order in case of project drop-ship (Generate Receipt option) or not (Skip Receipt Generation option)? Can you share your use cases when receiving document (receipt) is required? We would really appreciate your feedback!Daria Chuprova,Business Analyst Project&Construction

We have had requests from clients to add information to the header of the AIA Report but are unable to connect the tables due to the way the report is designed. One example was to add the Primary Contact from the Customer screen which does not work. This is due to the way the report is structured. You can only use the available tables because the report was designed to not edit beyond the available tables. This should have been an Idea and I am adding as an Idea.  

Acumatica has partnered with JobPlanner and STACK to deliver end-to-end construction project lifecycle support. As a result of these new strategic partnerships, both ISVs are now available with Acumatica Construction Edition.JobPlanner is a powerful project management solution that allows collaboration between general contractors, subcontractors, and vendors.STACK offers one of the most intuitive and highly collaborative preconstruction platforms on the market, designed to help contractors drive growth and boost profitability through hyper-accurate takeoffs and customizable estimates. Learn more on the associated Acumatica Marketplace listings and contact your Acumatica VAR for demos or pricing information.

Some online services like Facebook and Amazon give users a choice, when clicking on their URLs contained within emails, of navigating to the pages in a browser or choosing to view them in their mobile app. Is there a way to accomplish this with Acumatica?  We've configured notifications containing URLs providing quick and easy access to forms in Acumatica.  For example, an email notifying someone that a subcontract awaits their approval contains a link to the subcontract in Acumatica.  We would prefer, when a user clicks on such a link in an email on their mobile device, to be given the option to open it in the Acumatica app instead of the browser.

Hi,We are a construction company that job costs everything. We were set-up to have our non-stock items like Materials and Equipment to require receipt and shipment but it seems like it would be easier since we job cost everything to take off those requirements and just create an AP bill against the PO when it’s received.Is that what other construction companies are doing and/or is that best practice? Any adverse consequences that I’m not thinking about changing our set-up/process?Thanks for any insight anyone can provide.

We’ve had a request from our QS to see all new change orders in a period.  We wants this in addtional to the substantiated billing report.  But, I can’t find anything that does this.  Do I have to manually find each change order created in a period and then print them out to a PDF one at a time?This kinda feels like something most QS’s might want and I’m a bit surprised I can’t find anything to produce this.  It must be a user problem, right?

I have a question regarding the capabilities of the Manufacturing version of Acumatica. Specifically, I am interested in knowing if it is possible to create progress invoicing and job costing within this module.In my search, I often find guidance pointing towards the Construction module for these features. Can anyone confirm if these functionalities are available in the Manufacturing version. Thank you in advance for your assistance ! 

Is there anyway out of the box to have subtotals show up on the AIA Continuation Sheet for the Original Contract and then the Change Orders? This is what our AIAs looked like out of our old system:Thanks!

We have a client on 2022 R2 that has the Construction module. Under Projects in the Cost Budget, users are able to delete a line item that has amounts reflected under the Actual Amount Column and Save without any warning messages. Is this a known issue or possible bug? Any insight would be greatly appreciated. Thank you,Frances  

Looking for tips/help on updating the default Empty Item UOM from HOUR to EA. When we try and change it we get errors but can’t find where it’s pulling the errors from - our templates all have branch/billing rule/allocation rules filled out (as do our projects). And there isn’t anywhere to select defaults for those on the preferences page.  here is the error we get: Is this a customization?

Each time we add a new scope (task) to our projects or make tasks that were in planning active, it makes all of the scopes in projects invisible in our time tracking in WFG. The work around is to make ALL scopes inactive and save. Wait for it to sync to WFG and then make them all active, save and wait for it to sync.  It seems each should sync independently of each other.   

I’ve seen a few other posts mentioning odd behavior with different time zones between employees.Here is what I need to resolve - User A - Eastern Time Zone. Branch A. They create a time card with 8 hours on Monday - Saturday, so 48 hours total.User B - Central Time Zone. Branch B. They view User A’s timecard and can see 8 hours Monday - Thursday but Friday is now showing 16 hours, nothing for Saturday. Tried creating a second work calendar with time zone of EST and work hours 9am - 6pm but same issue. This is causing issues because User B is the one that would be processing payroll and it’s posting incorrectly.  

In mobile app we have a appointment listing screen under services.We need to add project and default project task field in listing screen.I am able to open listing screen in app but I cannot find any existing listing screen in mobile app customization screen.Web portal screen ID: FS3002PL So, I added it. I am not following how can we access this screen and how to add fields.

Hi,What can I add to this formula @StartProject to pull in both the Project ID and number in the header of the column set. This is for a PM ARM report I am trying to create. Thanks, Frances   

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - ConstructionAttached are PDF versions of the PPT presentations from our breakout sessions. 

Hi there,I’m just completing the Lesson 6 of the P100 training module, and it stops the lesson’s steps when an item has been issued, and doesn’t cover how to issue stock to the project (i.e., have the actual cost appear under the Project’s cost budget.So being curious, I went and processed an Inventory Issue against the project, expecting this to move it to an actual project cost at that point, but it doesn’t appear under the “Actual Amount” column on the respective row within the “Cost Budget” tab, and I can’t seem to understand why. Under other posts within the community that I’ve read, they also suggest that what I’ve done should work.Business scenario is that I have 2x JUICER10C Inventory items which are being purchased and then issued to Project HMBAKERY2 (which has Inventory Tracking set to “Track by Location”), I would perform the below steps:Raise PO for 2x JUICER10C, mapping it against Project HMBAKERY2. Then Save, Release the docum

Hi, our team was working through creating T&M Pro Forma and made the mistake of marking several transaction rows as Write Off and we need to correct them. We went through the normal correction process of Reverse and Apply through the AR screens.When we attempt to create the replacement Pro Forma, it is not pulling in the transaction rows for the items marked as Write Off in the previous version. The AR Credit Memo generated new transaction rows for the billed items, but did not reverse the incidental Write Offs.Is there a step that we missed, or alternate solution to recapturing these Write-Offs? Other than manually adding transaction rows to the Pro Forma?

Hi, I created a PO using a normal type for a stock item in a project. I created an issue to allocate the expense to the project. No issues there. I applied a PO receipt against the PO and paid the A/P bill. I do not need to reverse the A/P bill. However, I want to reverse the stock item out of the project and put it back to inventory by doing a PO Receipt return. I am on 24r1 and keep on getting this error message below what I am doing wrong? Is there another way to reverse out an expense allocated to a PO and stock item in a project? I don’t have a warehouse 236. Any help would be greatly appreciated. If you need more information I can provide.  Thanks,Frances