@kristianharianja The only way to pull the unit rate from the revenue budget is to use a revenue account group. The PMBudget fields pull from the budget that coorelates to the account group on the billing rule step. Hope this helps.
@leonchau80 Allocation rules can be pretty complicated. Please feel free to reach out to me to discuss different options heidi.dempsey@acumatica.com
@dmzasdf I added Min(100 before my formula and it does stop at 100%. Reach out to me and we can look at your formula.
@toonsix There is not a calendar at this time. Please add this to the Ideas section so others can vote on it.
@dplampin On the Segemented Keys screen for BIZACCT [CS202000] you can check the Auto Numbering box.
@BenjaminCrisman, Thank you so much for responding to @andrew15 and all the screenshots are very helpful. Sign up for our Customer Live Forum this Friday for Ask the Expert!
Thank you for this question. You would need to speak to your partner for a customization to have 1 retainage bill invoice.
Thanks for the question. This is the correct workflow for ESIGN. You do need to print to pdf and attach the PDF to the subcontract.
Thanks for this question. You would need our Report Designer to enter text on this form. This can be installed on your local computer. Here is our Help document to get you started https://help-2020r2.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=b17045e9-3acd-4c1f-b493-9eeb7b89a48a
I see your Partner is Blytheco and I know they have helped customer create AP Approval Map. I would suggest that you contact them to demo this process for you. I will reach out to them as well.
Yes we do have approval process throughout our product. Here is a link to the Help and a YouTube video to get you started. Hope this helps.Approval Maps in HelpAP Approval maps on YouTube
Yes we have several customers using the Procore Integration. Contact your partner and they will help you get everything connected.
Thank you for the questions.The billing rule still allows you to bill the WIP account group or any account group if using Time and Expense. The Non-Billable WIP Account Group on the task is for Progress Billing purposes and the details can be found here-https://help-2020r2.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=97a58591-40d8-4edf-a9ad-896d633d6980 There is not a way to stop revenue recognition from going over 100% at this time. This is a great idea and others have asked before, please add to the Ideas section for future consideration.
Hi Bob,Project Tasks can be phases of a project or divisions of the cost codes. Cost codes are optional and additional detail for the work being performed. Yes, some customers do use just one project task, this all depends on how you want your costs and revenue tracked on your budget for reporting. There is a project key in our system that transactions look at to hit the budget which includes the Project, Task and Account Group(labor, equipment rental materials), and then Cost Code if included. All these options provide the detail you would like to track on a project.
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