Construction

For example: my primary email ID is Raj19@senso.com and my alias email ID is AP@senso.com. So, can I create an email account for both of these email IDs?

Is there a way to link manually create debit adjustments to the associated PO without using PO receipt feature?For example when reversing a bill it automatically links the PO and you can see this adjustment on the PO history tab on the PO. However when creating manually it seems to just link to the Bill directly and therefore when on the PO you may miss that there has been an adjustment made to the Bill.

The Vendor Transaction History report (PM706220) / 24R1 is not pulling details properly when there is more than one project on the AP Bill / Invoice.  It only shows the invoice as project XIs there a fix for this ? 

I’m looking for best practices on how to track employee time entries that are linked to specific project issues—ideally in the context of a daily field report.The goal is to capture: Which employee worked on which issue How much time was spent The ability to tie this to a project and task A report or inquiry that summarizes this daily Has anyone tackled a similar need? Any advice or design patterns would be greatly appreciated!Thanks in advance!

Hi all - We are in the heavy civil construction industry; when paying for subcontractors, we can only pay what paid (meaning, if the open commitment quantity is for 10 units, and we are only paid 7 units from the project owner, we can only pay the subcontractor 7 units). We receive invoices from the subcontractors for work complete, but there’s no way to track that quantity in any report. We currently use Progress Worksheets in the Construction module to log the invoices, but these “completed quantities” don’t go anywhere/aren’t reportable/can’t tie to project commitments. How are others tracking the submitted/invoiced quantities for subcontracts, but not actually entering the invoices into payables?  

 From this screen , how to know if this AR invoice was created manually in this AR Invoice and Memo screen or was it automatically created as part of creating a Pro-forma ?is there a field that can enable me to identify this in the Invoice and Memo screen (AR301000) ?

I made the Project Task as Cancelled and tried to delete the Project Task.But I get the error message " PM Error: Cannot delete Task since it already has at least one Transaction associated with it." How to find how many transactions exist for this project task and how many of those documents are cancelled or voided and what are those document numbers. Which standard report can show these details specific to a project task ? Is it possible to delete a project task when there are only voided or cancelled documents only and no active documents ?

 Dear Community,We’re preparing our reporting framework to support parent–child project hierarchies.We want to hear your thoughts on how each existing report (from the list below) should look and behave when it’s run for a parent project versus a child project. Your input will help us avoid double‑counting, make drill‑downs intuitive, and keep financials audit‑ready across rollups.What feedback we’re collecting:UI expectations per report: what should change when the report scope is a parent vs child project? Aggregation rules: what must be summed, averaged, recalculated, or eliminated at the parent level? Filtering & drill‑down: which filters, groupings, and drill paths are essential (e.g., Parent → Child → Cost Code → Transaction)? Gaps: any missing reports you rely on for parent-child project management that aren’t listed below.Please evaluate your feedback against these parent–child project types:Parent Project – container only aggregates cost and revenue from child projects e

I would like to create a generic inquiry that lists the project account groups together with the GL accounts in each project account group.  There is a table called PMAccountGroup, but I can’t find a “child” table showing all the GL accounts.  Has anybody successfully done this?I will use this inquiry as a “sub” GI for an inquiry on AR invoice lines, to show which project account group the AR invoice line has impacted.  This can then be compared to budget to show which AR invoice lines have deviated from Revenue Budget.

Hi everyone,I'm building a custom API screen in Acumatica with a virtual DAC (PXVirtual) to trigger an authorization process. My screen has:public PXFilter<VXAuthorizeExistingRequest> MasterView;public PXSelectReadonly<VXAuthorizeResponse> DetailsView;public PXAction<VXAuthorizeExistingRequest> RunAuthorize; The RunAuthorize action calls a helper class to execute some logic, then inserts a result record into DetailsView (a virtual table VXAuthorizeResponse), like this:DetailsView.Cache.Clear();DetailsView.Cache.Insert(new VXAuthorizeResponse{    Success = res.Success,    Message = res.Message,    PaymentDocType = res.PaymentDocType,    PaymentRefNbr = res.PaymentRefNbr,    LastTranType = res.LastTranType,    LastTranStatus = res.LastTranStatus,    ProcessorTranNumber = res.ProcessorTranNumber});DetailsView.Cache.IsDirty = false;MasterView.Cache.IsDirty = false;When I call the API endpoint like this:POST /entity/AuthorizeAPI/22.200.002/vxcreateauthorizeapi/runAuthorize

Hello I am new here and currently looking for feedback on my approach:Scenario: When a user pays the invoice.Fig a: Invoice Screen:Ask: On the Revenue Budget tab under the project, , I need to display the following  through a user-defined field.  Display “Total Units Paid” : reflecting the quantity for which invoice payment has been received from the customer. Display “Total Amount Paid” : representing the corresponding total value. Display “Difference in Units” ( Budgeted – Paid) : showing the variance between total billed units and total paid units.I would appreciate if someone could provide feedback on my approach as I am bit lost.DAC:using PX.Data;using PX.Objects.AR;namespace PX.Objects.PM{//Total Units Paid        #region UsrUnitsPaid        [PXString(50)]        [PXUIField(DisplayName = "Units Paid")]        public  string UsrUnitsPaid{ get; set; }        public abstract class usrUnitsPaid: PX.Data.BQL.BqlString.Field<usrUnitsPaid> { }        #endregion //Total Amount Paid

Hello, I am receiving the following error when trying to create an AP Bill from a Subcontract.The subcontract is open, not complete.   “PO Error: There are no lines in this document that may be entered in AP Bill Document directly”

Hello everyone, I was hoping to get some help on what may be a rudimentary question. My team and I are mostly new at our company and weren’t around for our Acumatica implementation. Recently we’ve been trying to track down where and when all of our project-specific inventory came from.I can attain the current balance of each project’s inventory but when looking deeper into the transaction details, we’d like to see what invoice/PO/Purchase receipt was originally attached to that item.Does anyone know of or have a pre-existing solution to this problem, or is it a report that I need to build? Thanks for any and all help. 

Hi everyone,I’m trying to create a custom API endpoint in Acumatica that simply calls a custom function inside my code (for example, to run some business logic or integration helper).Basically, I have a function inside a helper class (for example: AuthorizeExistingPayment()), and I’d like to expose it through the Acumatica REST API so I can call it externally — something like:POST /entity/CustomAPI/1.0/MyFunction/RunHowever, I’m not sure what’s the correct approach in Acumatica to make this work. However, I’m not sure what’s the correct approach in Acumatica to make this work.I’ve seen some examples using: A custom BLC (Business Logic Controller) class that defines a PXAction, Or a custom screen with a PXFilter and PXAction, Then linking that to a Web Service Endpoint.     But I’m still confused about which method is recommended for simple custom APIs that only need to: Receive some JSON parameters, Execute my internal function, And return a custom response (without saving anyt

How do you record a backcharge on a project where you do not want to affect the total contract value (fixed price contract)?  The ideal way of doing this would be to make the charge against the cost budget instead of the revenue budget but I also need to issue the credit to the client and I have not found a way to link a AR Memo to a Cost Budget task and cost code.  Can that be done and if not does anybody have any suggestions on how to resolve?

Hello, I read online that the feature "require single project per document" in the AP bills preferences was eliminated in the 2025 version. Is there an alternative that would allow us to have a similar restriction?When we want to add a PO to an AP bill, we now have a list of all the opened POs of the vendor showing instead of only showing the POs related to the specific project. This is a bit of an inconvenience for us and a also more risky to apply the invoice to the wrong PO. Thank you in advance for your help! 

How do people deal with the “Total Commitments”, “Open Commitments”, & “Cost to Complete” amounts on the Project Cost Report?  They appear to be values as of the report run date rather than as of the period reported.  This means that if you close your accounting period and start reviewing the report and someone on the construction team enters a new change order, all of these numbers change.  It also means that if you rerun a prior period’s report, all of these numbers might change from what you reported to management, quantity surveyors, banks, investors, etc.  I’m pretty sure the report pulls these amounts from the data behind the project summary screen and I’m not sure how to change the report to build this data as of a reporting period (or what DAC to use).We take a couple of weeks to close our accounting and get our reports finalized, surely we can’t expect our construction teams to not enter any change orders for two weeks every month.  Not to mention that we can never reprodu

Hey Acumatica Community!As we know, he construction industry is evolving rapidly, and digital transformation is no longer optional.From equipment utilization and ROI tracking to telematics and automation, the need for connected, data-driven workflows has never been greater.That’s why we’re thrilled to announce an upcoming live webinar featuring Acumatica’s own Joel Hoffman and Mike Gillum, who will be showcasing the latest advancements in Acumatica Construction Edition alongside the official launch of IIG’s new Construction Equipment Management solution.📅 Date: Wednesday, October 22🕘 Time: 9:00 AM PT / 12:00 PM ET💡 Why AttendWhether you’re a partner, customer, or prospect, this session is designed to empower you with actionable insights:For Partners: Learn how to position and demonstrate Construction Equipment Management to drive new opportunities. Gain insights into Acumatica 25R2’s new UI and AI features to enhance your sales story. Engage customers with a powerful, constructi

I was hoping that someone could help me out with a customized field issue with the project quotes. I amtrying to add a field to the top of the quote screen (Call Number) in the example below. I will type in the call number, hit save and then everything will look fine. Once I leave this screen and go back in the call number disappears. I have tried multiple customization projects and have tried different customization fields with no success. I have done the exact same process in the projects side and have had no issues. Does anyone have any ideas on how to solve this?  

HiWe have recently gone live with Acumatica, the company doing the implementation With current live projects opening balances and revenues were loaded via the Project Transactions. With doing this process when we run the billing on a project, previous claim values and retainage is not recognised. How should I be re-doing the opening project balances so values are recognised so the progress claim/ Proform Invoices workflow can be utilized Thanks

Hi,I'm currently doing proforma invoices with retainage set at Contract Cap Retention 10% Cap 50% I leave Proforma Invoices on hold until payment is certified Due to the nature of different systems I often have my claim amounts approved but retainage calculations can differ. How can I affect retainage values without affecting claim values? These cells seem to be locked on both Revenue Budget and Proforma screens. Thanks

We are trying to return stocks from a Project related sales order , but the system won’t allow it because we don’t have an invoice associated to that sales order-shipment. Is there a way to return it in inventory without needing to do it manually ?

Dear community,We are doing some research and would like to hear from you - what kind of AI tools do you use on daily basis, in non-ERP scenarios?For example, do you use Copilot in MS Word or Excel? Do you use ChatGPT or Claude? How much time do you spend with these tools, e.g. hours per day or week? What is your role at your company? (e.g. CFO, consultant etc.) Thank you so much for your responses!

After the update last night, we have an issue when creating a change order. When we “add commitment” and select a subcontractor, it brings up every SC written to that contractor, rather than just the SC for the current project.  Anyone else having this issue?