Scenario: Customer Baker Change Status to Active Process Timecard - Actual Expense Transaction updated Run Project Blling - Invoice Created to Baker Change Customer to CARDEV - System allow to change Run Project Billing - Invoice Created to CARDEVQuestion:Is this normal for Construction to change customer in Project when there is transaction recorded for Revenue?
There is a nice feature in Acumatica called Activity Events. They are available in many places except the Project module. Why ?Events can invite using emailing, which is nice. IF the standard toolbar was used , then Activity Events would be available. See case 5080141. ( only available on Project Quote)It should be on the Project Activity, Project Task Activity, Project Issue; Project Templates ( so that we can put standard activity) for new projects.
I would like to save emails directly from outlook to existing Project Issues and not have to convert email to PDF. I have the Acumatica add on button to me Outlook Ribbon but it only gives me the option to create a new Project Issue.
Via the mobile app we can attach all the photos we want onsite to the opportunity.I am looking for suggestions (maybe I have something turned off) on how to upload photos/files via the app in the project screen the same way. Any ideas?
A client implementing Acumatica Construction Edition uses Procore and will implement the Acumatica/Procore integration. They’re also implementing Acumatica CRM. They sometimes encounter opportunities that originate from their clients’ Procore and wonder if there’s a way to connect the two. The details for such a connection have not yet been defined, I’m not yet able to articulate the integration requirements. But wondering if others have encountered this scenario.
Will there be a module or tab somewhere to enter meeting minutes on Owner/Sub/Pre-Construction meetings? Right now having to type the minutes outside of the system.It would be nice to have the module in typeable format and not having to use attributes. Similar to the RFI setup.
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