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Will someone tell me your best process for moving revenue from 1 project to another project?  We need to do this in a way that will have the Project WIP Billed to date report correct as well as the AIA reporting.

 

Example:

  • Project XYZ has revenue (billed to date) recorded to it from migration and should have gone to Project ABC
    • Currently the AIA and Project WIP reports are reflecting that Project XYZ has the revenue (billed to date)
    • We want the AIA and Project WIP reports to reflect the Project ABC has the revenue (billed to date)

Thanks

Hello Woody,

If your Project revenues with AIA historical invoices were incorrectly migrated, the correction likely involves re-migrating the two projects.  Any transactions that happened since migration can likely be adjusted out of one project and into another using PM transactions.

If you haven’t done so already, I recommend raising a support ticket with your Partner/VAR, or with Acumatica support, so they may assist you with corrections.

 

Laura 

Thanks Laura.  I think the Project transactions will work only if I use the drop down on Module and change it from PM to AR.  Project Transactions with PM type will not report properly to the Project WIP report.

 

I’ll try it and repost here in case someone else has the same issue.

 

 

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