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Construction

Discussions about construction edition features

  • 801 Topics
  • 2,828 Replies
801 Topics
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Construction
Micro Discussions - Union Construction and Non-Union Construction - NEW

NEW - Construction Micro Discussions - Union, Non-Union This idea stems from conversations with customers and product teams looking for a way to have discussions around more specific sets of topics. Two of the areas were: Union Construction and Non-Union Construction. We have decided to pilot these two for now but plan to expand to other topic areas and forums. So how does it work? If you want to have a discussion (or ask a question) that’s Union or Non-Union related, just use the Tags to add Union + Construction or Non-Union + Construction. You can see how I have done that with this post. Note that the discussions themselves look the same except will be tagged with either union or non-union at the bottom. This is just a way of filtering everything else out and just seeing topics tagged with those tags. Those looking for a discussions on Union Construction or Non-Union Construction, can then just click pre-setup links we have created: Union Construction Non-Union Construction Please ch

951
J
Varsity I
J
Varsity I
jsheehan56Varsity I
posted in Construction
Has anyone been able to use construction related fields with advanced warehouse management applications and features?

many of our construction clients want to be able to use advanced warehouse management features like scanning, receiving, transferring material to projects / returning items from job sites. Currently the only way I’ve been able to make this work with construction is via the incredibly clunky project location process that requires assigning each project to a unique warehouse location. Reason I've needed to do this is that the mobile issue, receipt, or transfer items simply do NOT allow you to code entries to project, project task, or cost code, and you are forced to have the warehouse fill that information for you. How are other people handling these needs? customization? Third party?

100
J
Varsity I
K
Freshman I
kandra88Freshman I
asked in Construction
Project and Project Task Status

Is there a way to restrict access so that Project Managers can add projects and project tasks, but cannot change the status of the Task or Project to Complete? We want the project and tasks status to be changed only by accounting. I have tried to restrict this with the Access Rights by Role by changing the Project Management access to Insert for the Project and Project Tasks, but even after this change, it is still allowing them to change the project status. Thank you!

564
K
Freshman I
R
Pro I
raphrfPro I
asked in Construction
Automated Billing for T&M Projects via PM503000 — Looking for Insights

Hi everyone, I’m looking for some community feedback on a challenge I’ve been encountering. I’ve tried to get this working 2–3 times without success.I’ve been trying to set up an Automation Schedule for the Run Project Billing (PM503000) screen to automatically bill certain Time & Material (T&M) projects — and to be honest, I find the process a bit tricky. Issues I'm facing: Either too many projects are being billed (not just the ones I intend to include), Or the schedule runs, but nothing happens — no projects get billed at all. I’m aiming to target specific projects only, and ideally, I’d like to achieve this without any customization or Business Events (at least not as a first step). Here’s how I currently understand the logic: The selection of projects for billing seems to be driven by the Billing Cycle set on each project. If a project has a cycle set to On Demand, it appears to be considered a manual billing project. When set to On Demand, the Next Billing Date is cleared on the

80
R
Pro I
P
Freshman I
phatFreshman I
asked in Construction
Insert 'Load Records from File' on Document Templates screen

Hi there, I want to import data using excel file into Document Template.So, I trying to setup 'Load Records from File' button on screen SM209020 (Document Templates) I click upload for Excel but nothing happen ? ScreenId=SM209020 > tab Tasks ( Allow upload = true) https://stackoverflow.com/questions/45048040/nothing-happen-after-click-upload-excel/45059835#45059835 I have looked at this link. However, I still do not understand clearly about the public place PXSelectJoin<PMTask,.... Please help me understand the problem I am having?

2516
Nilkanth Dipak
Semi-Pro II
kevin73
kevin73
asked in Construction
Exaktime Link to Acumatica

Hi all, I have a prospect who uses Exaktime for time reporting and imports that data via AccountLynx into ADP for payroll, he says this “connection is unreliable.” Has anyone experienced issues with data import from Exaktime to Acumatica? Any help/feedback is greatly appreciated, thanks in advance!

847
JamesMc
Freshman I
M
Varsity I
mnecaiseVarsity I
asked in Construction
Is it possible to easily change how a hyperlink opens from data screen?

We just recently upgraded to 24R2 and noticed a few hyperlinks that used to open in the same tab, now open in new tabs. For example, in projects, if we click on the hyperlink to get to the pro forma, it opens in a new tab. Is there an easy way to revert this back to where the hyperlink opens in the existing tab? Thanks!

505
A
Jr Varsity I
S
Freshman I
sarahgaitherFreshman I
asked in Construction
Managing vendor prequal status and limits via Vendors

GC here, implementing a prequalification program for vendor onboarding. We’re running prequalification outside Acumatica and want to reflect the following in Acumatica, ideally on the header area of a Vendor’s directory page: Prequalification status Single Project Limit Max total capacity v total in current open commitments Curious if others have done similarly? Would love to hear what ended up being feasible within Acumatica and what approach you took.

201
mike.gillum
Acumatica Moderator
E
Freshman I
elisemorban11Freshman I
asked in Construction
Is there a way to use multiple addresses in projects

The use case is: The customer requires 2 locations one is ship to a plant to modify/build the item and after it is shipped to a job site for sub projects

292
E
Jr Varsity III
J
Freshman I
jchan86Freshman I
asked in Construction
Employee Hours and Billed Amount

In project accounting, is there a report that shows employee hours and the corresponding billed amount by project? On our billing rule, we are generating a billing detail for each time detail. Ie. no aggregating. On the AR invoice, we see individual details corresponding to each time activity; however, it does not contain the employee ID/information. Does anyone have a way of showing the hours and amounts information on one report?

201
nhatnghetinh
Captain II
F
Freshman I
fpantelidakis07Freshman I
asked in Construction
Project Quote Approval Notification

Hi, I created a business event for a client to alert users when their project quotes have been approved. It’s working but many users will have to make edits on a regular basis and the business event triggers an e-mail again after making edits. What condition can I use to trigger the e-mail to be sent once and not after each edit. Here is my configuration: Let me know. Thank you, Frances

274
F
Freshman I
J
Freshman II
jdreselFreshman II
asked in Construction
Material on Hand Payment to Subcontractor

How are people handling Material on Hand (stored Material) payment to a subcontractor? If I pay the subcontractor through their subcontract, it shows they completed units, which really isn’t correct. You can override the amount box on the invoice, but I am afraid that would cause issues down the line and be cause for missed payment and confusion from subcontractors and office staff. My proposed solution is to create a change order for 0 units and LS cost. This will show an overpayment of planned units on that line, and when we are actually paid (and stored material reduced) it will back down to zero dollars for the MOH line and positive on the actual work completed line. Any other thoughts? Thanks,Jeremy

191
chameera71
Varsity I
H
Semi-Pro II
HarrySemi-Pro II
asked in Construction
How to add an additional line level detail with amount in AR Invoice using Billing rule?

hello all, I am looking to add an additional line of extra charges into each project AR Invoice using Billing rule. And the amount for this additional line would be 10% of the total invoice amount. How can I achieve this? I tried creating a specific task & account group for this, added this in Billing rule but the billing rule isnt going on this step.

343
meganfriesen37
Captain II
M
Freshman I
mdavoltFreshman I
asked in Construction
Work In process for over under billing

We are 2.5 months in on the process of design with our business partner and looking to chat with another contractor regarding loading the prior year balances for projects in progress at end of year, so your current year over/under billing calculates properly. What level for the FYE did you need to load to ensure the current year activity was properly reflected on your work in progress and completed projects schedule to reconcile to your financial statements. Thanks in advance, we want to do the level necessary, but don't want to overcomplicate things if it isn't needed. This is my first post. i hope this is appropriate to pose this question here. Thank you for any insight Mary Davolt Berger Contractors, Inc.

352
M
Freshman I
F
Freshman I
Fie
asked in Construction
Lock Out Specific Tenant

Hi Acumatica Community, Is there a way to lock out a specific tenant? Thank you!

1003
Ahmed
Varsity II
S
Freshman II
susane18Freshman II
asked in Construction
Microsoft teams integration - photo/drawing storage

Would it be possible to use a Microsoft Teams for large document storage. For example photos and drawings. The documentation is vague about the Teams integration capabilities. I don’t want to upload the photo to Acumatica and affect the storage limits. The thought would be to create a file for each project in Teams. Then upload the photos/drawings to Teams. I would like to be able to add a link to the file in the appropriate project in Acumatica. Understanding of course that moving or renaming the file would break the link.

301
darylbowman
Captain II
T
Freshman I
tonym68Freshman I
asked in Construction
Disappearing Project x on PO data entry

Hi, a client is running 23.210.0017 and is having a strange behavior in PO entry: The default project (X) disappears from the field when a GL account associated with an Account Group is entered in the Account field. In production, when the project is put in again, the subaccount field empties and has to be reentered to get all three to be complete. If a valid project is entered, no issue. If a GL account unassociated with an account group is entered, no issue. I ran it in a local instance with no customizations published and the only change was the subaccount didn’t disappear. We tested it in an more recent instance with sales demo data and it didn’t occur. I don’t know if it’s a config issue, or a glitch?

726
T
Freshman I
J
Freshman I
jacevedo58Freshman I
posted in Construction
Lien Waiver Through Date

Issue/Current Behavior: When Compliance Preferences (CL401000) > Through Date = Posting Period End Date, the lien waiver Through Date = end of the posting period of the Payment. Expected Behavior: When Compliance Preferences (CL401000) > Through Date = Posting Period End Date, the lien waiver Through Date = end of the posting period of the AP Bill. Source: Compliance Preferences (CL301000) > Through Date Posting Period End Date (default): The lien waiver is applicable through the last date of the posting period of the AP bill, which is specified in the Post Period box on the Bills and Adjustments form. Work Around: Replace Through Date with a formula to calculate the date of the last day of each month.

253
iqraharrison
Captain II
R
Pro I
raphrfPro I
asked in Construction
PROJECT BALANCES - OPEN COMMITTED AMOUNT >0 WITH ALL ORDERS CLOSED

Hi, We dont understand why we have an amount here , all the commitment are closed/clompleted ? ssssws What is the condition in order to be part of this total? Thanks

485
iqraharrison
Captain II
G
Jr Varsity III
grillevanJr Varsity III
asked in Construction
Project Change Order Qty Not Showing on the Revenue Tab/Proforma Invoice

Good day, The user entered a CO with a quantity of 1 and an amt. However, the Task associated with the non-stock item showed only the amount. When we ran the Project Billing the invoice only showed the amount without a quantity so the invoice was incorrect by the amount. I can’t see why the issue that caused the issue. the CO was correctly entered. See the Revenue Tab below. The item is non-stock. Is this a setting issue? Preference. Billing Method? We need to revise the invoice. Thank you.

212
iqraharrison
Captain II
aaghaei
Captain II
aaghaeiCaptain II
asked in Construction
What is the difference between PMTran.Date and PMTran.TranDate?

Does anyone know what is the difference between the PMTran.Date and PMTran.TranDate? The PMTran.TranDate is not visible to user out of the box and is defaulted to the BusinessDate. User can enter and edit PMTran.Date though. So, the question is what the purpose of PMTran.TranDate is when it is not available to user?

12111
aaghaei
Captain II
J
Freshman II
jdreselFreshman II
asked in Construction
Negative quantity in a subcontract line item

Hello, I am trying to put a negative quantity in a subcontract line item, but it errors out. Anyone have a work around for this that doesn’t require a debit adjustments. I am trying to keep all the details on one invoice. We create the invoice for subcontractors and tie them off to each pay applications. If we create multiple invoices it creates confusion. I found I can put a negative dollar value which makes the $ side work, but i don’t think it will work on the total qty side. Thanks,Jeremy

2365
joelhoffman
Acumatica Moderator
robgriffin00
Jr Varsity II
robgriffin00Jr Varsity II
posted in Construction
Using Acumatica Compliance for Department of Transportation (DOT) Requirements

I am posing this as a question to see if there is anyone who is using Acumatica Compliance to meet DOT requirements. Use case is a field service company, approximately 250 trucks and crews. I do not have all of the specifics, and I am learning about the requirements at this point, some of the requirement areas are: Driver Certifications DOT Records for Fleet DOT Driver Maintenance MVR Drug Screen Phyicals + may be others Some of these items are documents with occurence date and/or expiration date. I am also certain that there would need to be some level of reporting required. There is a DOT software in place today but the desire is to use Acumatica if it is feasible. The feedback I am seeking is as follows: Experience shares from SME’s knowledgealbe of DOT requirements Usage of Acumatica compliance for DOT requirements Gaps that have to be covered that are not available in Acumatica Or straight up not a good fit and bad idea Thank you in advance.

210
robgriffin00
Jr Varsity II
R
Freshman I
rjasani64Freshman I
asked in Construction
Error in importing Rate tables using Import Scenarios

Hi everyone, I’m trying to import rate tables using the import scenario and getting the following error: I have configured the Sequence for each Rate Table and Rate Type under the Rate Lookup Rules screen. Note: The same import scenario worked for a client on 24R1, but I'm experiencing this error on 24R2. I've attached the XML file for the import scenario I'm using. I’d appreciate any insights or suggestions to resolve this issue. Happy to provide any additional details if needed. Thanks in advance! Regards, Raj

564
R
Freshman I
L
Freshman I
lbrown57Freshman I
asked in Construction
AIA/Release Retainage

Can anyone share how they get a zero dollar pro forma invoice on a project if it has an on demand billing period? And how you create your AIA invoice showing all retainage released on invoices? Thank you!!

271
nhatnghetinh
Captain II

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