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Importing Subcontracts into Acumatica

  • May 3, 2024
  • 0 replies
  • 81 views

Hi Community,

I am gathering information regarding importing subcontract balances into Acumatica. I would like to get your input on this topic 

  1. Do you use the Acumatica standard Subcontract import scenarios for importing subcontract balances?
  2. When importing subcontract balances, how do you update subcontract Billed Quantity and Amount? Is it through a customization?
  3. Do you import AP bills with unreleased retainage, change orders, compliance records linked to the subcontract?
  4. What are the difficulties you currently face in importing subcontracts information into Acumatica?

Your responses will greatly help our engineering team in building the right solution.