@Harry we have some great classes on our university that will help you use the project module. Try P100, P120. P200, these are the construction related courses: V300 and V310. Content Library (litmos.com) . There are also great videos on YouTube. Message me and we can get you set up with one of our partners.
@DominiqueM you can use the Report Designer to edit form AR661000.
@JStojakovic You can easily change the employee's name and contact and if needed change the Employee ID. You cannot change the login name of a user, so you will need to create a new user if you want to change the login and then attach the employee with the linked entity.
@Harry If you are using Pro Forma and AIA, always correct from the Pro Forma side not the AR side. For T&M you can use the Reverse or Reverse and Apply on the AR side.
@Laura Carpenter enter a case and we will escalate for a script, you cannot manually fix this
@Laura Carpenter @Joshua Van Hoesen If the UOM is missing from the PM Transaction, it will not update the budget with quantity.
@jmcarlson Please check the following - On the Task tab on the project has the billing rule selected? On the summary tab of the project what is the billing period and date? Is the billing rule a progress bill or T&M?entering a case with credentials will give us a clearer indication what the issue may be.
@jmcarlson That would do it. Thanks for the update
@Harshita The header description would need to be through a customization
@bryanb39 If you are using Project-Specific Inventory you can get the inquires from this KB-How to review project-specific inventory quantity and cost | Community (acumatica.com)
@iqraharrison48 We have the Revenue Change Nbr which is project specific. Yes, an attribute or UDF would also work for the time being.
@iqraharrison48 Here is the idea you can vote on - it is under future consideration.
@RBye Where are you creating the chat? I did one on a project and added a task and it is showing on the project.
Yes, the track time does need to be checked.
@dutchiekidd Please try to recalculate project balances. If that does not fix this, please enter a support case so we can look at the data.
@dutchiekidd Try again and see if you see open a new case.
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