How would I run a report to show me the open AP documents for a specific period? Currently the reports are not tying because the AP bills were paid in a future period, so they seem to be omitted from AP Open Documents by Vendor. Our AP Aging report won’t work because it doesn’t seem to handle retainage documents.Any ideas on how to accomplish this? Is it a feature out of the box?
We are having an issue with the AIA Report (PM644000). When we have the Project Tasks selected to be “Invoiced Separately”, the Main page of the AIA Report is including the entire contract values (all Project Tasks), instead of only including the amounts for each specific project task. The Continuation page is exact & only shows the Project Task that is being invoiced.Is there an easy way to have the AIA report be project task specific when Invoiced separately is selected? Let me know if you have a better idea, or need clarification. Thanks,
Hi, Does anyone have a generic inquiry I can use to calculate Paid to Date (with ability to view a range of time)?I have been attempting to calculate Paid to Date for our Billings Cost Recap. I can use the Invoices and memos to calculate a “real time” paid to date (doc amount - Balance = Amount Paid to Invoice). To get this in a date specific manor, I am attempting to use ARRegister & ARAdjust to be able to link the payment amounts to specific projects BY PERIOD. I have not been successful and would appreciate guidance to producing a paid to date that can be used for historical periods. The amounts must be Project specific. *I am surprised that Paid To Date is NOT an “out of box” report for the Construction edition. * Please reach out with any questions if you need more information to advise.
We would like to see the cost code field to be “searchable” by description without having to open up the search dialog box. This would then act similarly to the Project, InventoryID, Account etc… Right now we have project managers having to click into the cost-code search box to see code descriptions and select the correct code. Does anyone know if this is an easy custom to implement?
Did Acumatica remove the ability to change a Project ID after creation? I cannot find the Specify New ID Dialog Box. Current Version Acumatica 2021 R2Build 21.216.0034
Hello,I am noticing that by default if an AR invoice has retainage specified, then this will go directly into Income upon release of the original document. Shouldn’t this be handled differently? I would assume that Retainage Income wouldn’t be recognized until the release of the AR Retainage? Let me know if you have any ideas or can better explain. Thank you!
We are unable to print Paystubs (PR.64.10.15) after upgrading to 2021R2 build 21.209.0034. I cannot find this as a known issue, but assume that anyone using Payroll on this version would be impacted.Error: Cannot resolve the table name: [PX.Objects.CR.CRLeadContactValidationProcess+Contact2] Trace: empty
How would you reconcile subcontracts when the AP bills were not specified a subcontract number. Is there a way to retroactively link AP bills (Open & Closed) to Subcontracts? Let me know if you have any ideas or thought on how to reconcile existing subcontracts that have this linkage issue. Thanks!
I am attempting to create our own subcontract form in report designer. I am using the ABC Contractor -Subcontractor Agreement (CSA). Can anyone help me line up the columns so I can have each paragraph have a title and then the next paragraphs title will only display when the next paragraph appears. Title column is on left & Paragraphs are on right (there are blank text boxes between each row)This appears not as expected and instead repeats the Left (title) column in the first paragraph. Instead of 1 title / per paragraph.See left column, repeats 4 title rows per 1 paragraph.Any ideas how to align the title with its corresponding paragraph??
We are attempting to customize the ProForma Invoice report ( PM642000). We would like the report for T&M billing with Retainage -- to display lines as SUM per Task/Cost Code (out of box, report lists all proforma lines). When I attempt to do this, the results seems to “Group” the proforma lines together (act more as a sort). Has anyone done this before? I am wondering if a subreport would be the easiest way to bypass the existing Groupings of PM642000.Any ideas would be appreciated!
Hello, We have the Construction feature enabled & the Outlook Add-in added, but are unable to add/log an activities to projects. Has anyone else experienced this issue or know how to fix it? I am wondering if it is a build issue because it should be configured correctly. Acumatica 2021 R1Build 21.107.0023 Any help is greatly appreciated,Thank you in advance!!
When using the incoming documents screen & recognizing documents. We are not able to modify the Post Period until the document is created. Our Financial Supervisor (Access role), is the one who handles incoming documents so it is somewhat problematic to change on the Document level (increased risk of error). Ideally we could modify the post period on the Incoming Documents level instead of the document being automatically created in a closed period. Any Ideas on how to bypass this?
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