Construction

We often work for General or Electrical Contractors, who are not tax exempt. However, the project we are working on may be tax exempt. Since we use Avalara, the Project Revenue Tax Zone must be AVATAX—but there doesn’t appear to be an Entity Usage Type field to communicate to AVATAX that the project is exempt because it's a hospital, school, etc. The exemption type is important in completing tax returns for several states we work in, but as far as I can tell there is no such field in Projects!How do we set up the Project so that Avatax knows 1) the project is exempt and 2) the type of exemption (entity usage type in Customer). We can’t just add the Entity Usage Type to the GC/EC account, because we may be doing one project at a school and another at a federal building, both billed to the same GC/EC. It really needs to be specific to the project. Having to remember to modify the Project Billing invoice before posting is a hassle, so would love it if I’ve just missed something simple.

Hi.  When I am printing the schedule of values on the AIA Report, only the items that are being billed are printing.  How do I get the entire schedule of values to print (including the items not being billed on the current pay application?

 Known Issue: The Project Accounting module stopped working on early morning 7/21/2025. Affected all customers who have The Project Accounting module. Root cause: changes in the the license feature switches that was fixed as of 7 AM EST. Actions needed: Hit the Update License button under the Activate License screen for this change to reflect immediately. We recognize the disruption this has caused and extend our sincere apologies for any inconvenience experienced Thanks,- Acumatica Licensing Team

Hi everyone,I’m currently working with Acumatica and trying to expose a custom table via REST API. I created a custom API entity and endpoint, but the API Create Record doesn't work.I'm using   Post {{url}}/entity/webOrderTaxComparison/22.200.001/webOrderTaxComparison/Save  Body:    {  "Entity": {        "WebOrderTaxComparisonID": { "value": 2 },        "WebOrderID": { "value": "WEB006" },        "AcuOrderID": { "value": "ACB006" },        "AcuTaxTotal": { "value": 95.50 },        "WebTaxTotal": { "value": 95.75 }    }}    or     Put {{url}}/entity/webOrderTaxComparison/22.200.001/webOrderTaxComparison  Body:  {        "WebOrderTaxComparisonID": { "value": 2 },        "WebOrderID": { "value": "WEB006" },        "AcuOrderID": { "value": "ACB006" },        "AcuTaxTotal": { "value": 95.50 },        "WebTaxTotal": { "value": 95.75 }    }    response issue is:  "message": "An error has occurred.",    "exceptionMessage": "Sequence contains more than one matching element",However, I delete "w

Hi guys,I’d like to use the report of “employee hours by project and task”, but when I choose an employee here as the owner, and click run report, what I got is an empty sheet. Does anyone happen to know how to use it? Or is there somewhere else I can extract the information of employee hours with detail in the form of report (I’ve tried the report of “employee hours”, it doesn’t contain the detail information I need)? Thank you all. 

We have noticed that any payables/costs pending approval do not show under project transactions, even when the ‘Include Unreleased Transactions’ box is checked.  Is this a bug in the system or do we need to request this as a future system upgrade? 

We are looking to restrict visibility to non project invoices.Looking for best practice on how to accomplish this as we are just rolling out Acumatica. Since the default “X” allows anyone to see the transactions we were looking at creating an “SG&A” project and restricting that project to only accounting / executives. Thinking we’d then have to put all our SG&A GL accounts into an account group.  But would there be a way to limit that account group to only be valid for this specific project? Maybe some sort of restriction group? Thanks!    

hello all,I was wondering if its possible without customization to fetch the Sales A/c from the Employee record instead of hard coding it to replace (Account origin)? 

This happens on a non billable item. Can someone assist me in troubleshooting the below issue. Brief explanation:When a user selects a project task from the search option in Acumatica, it is always displayed as a billable item. However, once the form is completed using the same information, the task is correctly indicated as non-billable. 

Good morning, When a project issue is created in Acumatica there is an option to establish a cost or day impact. Once this is setup where would the cost impact appear? Would I need to create an AP invoice for say the busted water heater needing fixed? Same question with the Days impact? How does that affect my project and where would I see that appear besides just in Project Issues screen?

Hi everyone,I’m currently working with Acumatica and trying to expose a custom table via REST API. I created a custom API entity and endpoint, but the API response doesn't return the expected field values.    I created a custom graph:And the DAC:I also created:  A custom screen VX101010 A custom REST API endpoint, in which I manually added a new entity for webOrderTaxComparison and mapped the fields to the webOrderTaxComparison view.Using Get API  GET /entity/webOrderTaxComparison/20.200.001/webOrderTaxComparisonSince I created a separate custom API endpoint and manually mapped the fields, is there anything else I need to do for Acumatica to return the actual field values in the custom object?  Any tips would be greatly appreciated!

How to deploy the local instance in which i have created the generic Inquiry so that can access it globally 

I have 2 quantities ordered on my PO but the system is not allowing me to receive items due to error saying “The purchase order does not contain any items to be received.”

I do not need to manage taxes for every customer.  If the customer location tax zone is blank and blank on the Project, why does Avalara try to run the integration?  It does not seem the Projects work the same as Sales Orders or Invoices.And - how do we pull the Customer Location address into the Project Address?  Users should not have enter the Project Address - how can we pull it from the customer location?  

When I cancel a Change Order, it still gets sent out for approval via an Approval Map (which I don’t want, just want the status to stay Cancelled).  In the Approval Map, it doesn’t appear that I can exclude the Cancelled status of a Change Order.  Also, I don’t want to do this, but I also cannot approve the cancelled CO as the Approve button does not pop up when it is cancelled.  How should this work?We are running 24R1. 

Are there any solutions out there that would allow for upwards of 5000 task lines on a project? We realize there are limitations based on tiers, but we are getting stopped when we upload a certain number of rows to populate a cost budget. Are we misunderstanding the line upload limitation as an upload is the same as a “commercial transaction”?Or is there a way to do Parent Projects and Subprojects? Are there any solutions out there that would tackle that? Would love to hear anyone’s ideas. Thank you!   

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.