Hi @katiedavison ,I believe that report is built within the Finance Report Writer (ARM), not the Acumatica Report Designer “.rpx” report writing tool.Regarding the site map, you can find it searching for ‘Site Map’ Menu item (SM200520).
@phillipmarotta , the customer may be changed at the project level, but you’ll want to review what @aaghaei mentioned earlier. The ProForma is a running total for the project/task combination, regardless of customer. While it will create an AR Invoice based on the current project customer, if you’re needing different schedule of values, you’ll want to create different customer specific project tasks accordingly, and it will take review during that billing cycle to ensure accuracy.
Hi @brandontfrank , @khowe86 ,The sync of Procore Prime Contracts and Prime Contract Change Orders is available with the 2023 R1 Release and compatible Procore-built package.An Accounts Receivable Entry will need to be made in Acumatica after the sync, if you want to track the open receivable and cash collected. For more details on the Procore-built connector, and the latest updates, please review this page; https://support.procore.com/products/online/user-guide/company-level/erp-integrations/acumatica-construction/detailed-data-mappingThank You.
Hi @andrew15 ,Have you reviewed GoFormz or Asite’s AppBuilder? These products offer the ability to create custom forms and checklists, which sounds like what you may be looking to do. They are both integrated with Acumatica.If you want more information on these, both are on the Marketplace, and you can DM/Email me.Thanks.Joel
Hi @sbond84 ,A generic inquiry has a ‘Grouping’ tab that will return one row per “group”. I did a quick grouping by PMProject.ContractID on the standard ProForma Invoice GI (PM3070PL: PM-ProFormaInvoice), and it returned one row per project with the last proforma and AR reference fields.Since this GI was based on PMProforma, you would want to use a primary table so that if the project was not billed, you get a result, and blanks are in the columns, but I think you’ll get an idea of how to organize things.Hope this helps.Joel
Hi @Harry ,You have the ability to add ‘AP Bills and Adjustments’ to the Project screen as a toolbar item (like Run Project Billing in the screen shot), or you can add a side panel to the Project screen (as highlighted). You also have the ability to launch AP Bills directly from Purchase Order & Subcontract screens, as the AP Bill may be associated to those commitments.Hope this helps.
Hi @Aschneid I’m glad to see your use of a GI, and building out more advanced information there may be an option. I also want to point you to some Marketplace Solutions that extend Acumatica data;Anterra; https://www.acumatica.com/acumatica-marketplace/anterra-technology-business-intelligence-platform/Prophix: https://www.acumatica.com/acumatica-marketplace/prophix-corporate-performance-management/Velixo: https://www.acumatica.com/acumatica-marketplace/velixo-excel-based-reporting/Each of these has different levels of complexity and capabilities, so it’s best to review and see if they provide you a desired result.From a product side, if you want to DM me your report format, or what would make the GI even better, feel free to send it over, as we’re always looking to improve our core product.Thanks.Joel
Hi @meganparsley98 , you should review Stack Estimating. They are working on marketplace certification, but already have Acumatica users;https://www.acumatica.com/acumatica-marketplace/stack-construction-technologies-stack-takeoff-estimating-integration/
Hi @robk20 and others,The majority of Acumatica customers integrate with HCSS HeavyJob. When using HeavyBid, they are simply using an export from HCSS and import scenario/workflow in Acumatica to bring over the bid details. There are a few components in HCSS as it relates to accounting integrations. While Acumatica may not be on the HCSS Website (the page hasn’t been regularly updated), we are included within their software.The first, Data Integration Studio, https://www.hcss.com/accounting/dis/, deals with master file information. This enables the HeavyJob users to enter information that has an associated data point in Acumatica. HCSS has included Acumatica in their dropdown selection for clients, and this sends employees, equipment, cost, and jobs from Acumatica to HCSS.The second, TrueUp, https://www.hcss.com/accounting/trueup/, compares HeavyJob and accounting to determine what may be needed to updated between the two systems from a detail level. I do not believe HCSS has crea
Hi @aaghaei ,I’ve attached an overview of the fields within HCSS / DIS. This may help with determining the field mapping.
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