Skip to main content

Hello all! 

Looking for best practices and solutions in regards to updating the Cost budget of a project, We have around 7000-8000 active projects a year and on some occasions a Inventory product that we use may be discontinued. We would need to update and replace that item in bulk.  We would also potentially need to do this on templates for the projects in mass. 

As an example: if our builders are using a Sterling toilet tank and bowl and decided that they wanted to now use a gerber tank and bowl. We would need to mass change the templates for that builder (could be many depending on how many plans they are building) and the projects that could already be active and in some stage.  This is not just a part number change that we could alter the Inventory ID, this is a complete line change. 

we also use the system for sales orders and shipments and inventory so the parts touch that also. 

Hi @joshmcgrew 

Go to "Project Budget" screen > Click "Export to Excel" > You update the data on this Excel file.

 

 

Then click "Load Records from file" > select the Excel file above to import

 

Best Regards,

NNT

@nhatnghetinh  Thank you for the quick response Ill look at this option today and test.

@nhatnghetinh So I think this could work however, where I have a question at is can this screen be customized at all?

The reason I ask is we have ran into the situation where we would want to update an inventory item on cost budgets but previous projects may have sent out the old item or be scheduled to send out the old item on a sales order or shipment based on agreement. 

 

As an example a builder uses Toilet #1 and  decides to change to Toilet #2 due to a new deal in place but wants to finish up a subdivision (meaning multiple projects) with Toilet #1  if I could customize this to show only projects with no shipments or some other condition I think we could avoid that. 

@joshmcgrew hi josh! you should be able to customize the screen to however given it’s not an inquiry screen, it would have to be a customization project.  however, you may be able to create an inquiry that provides that information and that could be used as part of the source data for which items need to be updated when the time comes up.

also, what part of the process does material get ordered and shipped? also, are subdivisions an attribute that was set up for the residential jobs? i am wondering if you could leverage the attribute as part of the conditions 

@iqraharrison We arrived at that being the case and Sarat is working on import/export options to address. Ordered and shipped on all three phases slab/rough/trim, Attributes were setup for community.

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved