@nasirh85 can you try to deactivate again (even though you will get the error) and share the trace log?
@CJohnson15 did you recently enable cost codes?
@nhatnghetinh one of my clients had a similiar issue and it was related to some chrome extension that needed to be disabled (specifically dark mode). i would see if these users have some sort of extension they they are all using.
@CJohnson15 hi! the weekly crew time entry does not feed into the daily field report
@epan do you have any customizations published?
@Heidi Dempsey that was for change orders but this was specific for change requests. If we went down the UDF/Attribute route, that would involve manually adding that number or is there an option to automate that number?
@JHovey can you share if the debit and credit accounts are the same in your transaction? Also, are both GL accounts in an account group?
@JHovey you are spot on! if both GL accounts are in an account group, then both would hit the project. taking it out now will prevent transactions moving forward.fixing the older transactions, you could do a one sided project transaction to the GL account that is still in the account group to update the project balances.Hope this helps!
@meganparsley98 proest was a possible solution for one of my clients however, they couldn’t push the inventory item over from proest to acumatica which was a requirement for our client. we ended up just using project quotes to estimate. I am not sure how other ISVs do it but if inventory item is required on the budgets, then I would make sure to ask if that came copy over up front!
@bryanb39 most of my clients that i’ve worked with have used commitments and project specific inventory, however that only updates once inventory is received and tagged to that project (it shows as a commitment on the project). if you are ordering material to general inventory, the system wouldn’t know if it’s allocated to any project because it hasn’t been received to a project location, just general inventory. I am wondering if you could create a business event to transfer material from general inventory into the project warehouse location based off your needs.
@ESTEPALINA thank you for sharing. would this article be true for both progress and t&m billings?
@CJohnson15 what issue are you having? I believe the 2FA is a user preference and the only thing I could think of is to change this but if it’s something on Aatrix side, then you may need to reach out to aatrix: also, here is the support info for Aatrix: https://www.aatrix.com/support/
@raphrf customer is only available with the T&M billing, I believe this would have to be done via customization if you wanted to specify the customer. the other thing you could do is create a separate billing rule to use the project and then for customers that fall within the intercompany criteria, you could specify the sales account for that project hope this helps!
@ASarkisian35 you could use inventory items or cost codes to add additional level to the budget. cost codes will need to be enabled on the enable/disable screen
@MBillRJT050619 what version are you on and is this a custom report?
@JelenaS do you manage the asset for life? Is it something that you eventually end up owning or you are just managing it? if you are just managing it, could you potentially set up each “asset” as a project and track costs/revenue accordingly?
@dsenevirathne54 do you want to see the updates budgeted amounts within the project or just through reports. if you want the project to update, I believe the only way to handle that is via change orders. Typically, I set up an internal change order class specific for those reasons. if it’s for reporting only, i know the cost projections can be used in reports like Project WIP. When you select the use cost projection option, all the calculated fields reference the updated cost projection number not the revised estimate amount
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