I have a commitment created in Procore, synced to Acumatica, and released. Let’s say it’s for $10,000 with 10% retainage or $1,000.We need to issue a change order and reduce the commitment value to $500. I’m getting an error when trying to release the change order:“The change order cannot be released because the line total of the Subcontract will go negative.”I believe the issue is that the retainage is excluded from the line total. So I cannot create a change order that will reduce the amount to less than $1000, which is the same value as the retainage on the original subcontract. Any ideas on how I can proceed?Thanks, Colm
Background:We have UKG Ready for Time & Attendance (old Kronos) We have UKG Pro for Payroll (old UltiPro) We have IDI Contractor Central for job costing, prevailing wage, and certified jobs We use cost over cost (input method) accounting for revenue recognitionProblem: what is the best method for accounting for labor costs and payroll costs in Acumatica?Solution 1:Feed timesheet and payroll data to IDI. Have IDI calculate fully burdened project labor costs. Upload project labor costs from IDI to Acumatica in an off balance account group that doesn’t hit the G/L Upload direct labor payroll and benefit costs from UKG Pro to Direct Labor accounts as journal transactions, NOT project transactions. Upload indirect labor payroll and benefits costs from UKG Pro to SG&A via journal transactions.Solution 2:Feed timesheet data (including project / task) to UltiPro for payroll run. Upload payroll and benefit costs to SG&A accounts as journal transactions. Secondary journal transaction
Trying to figure out the most effective design for collaborating with our subcontractors on schedule / task management. Let’s use lighting fixtures as the example. Lets say our project schedule says our sub should be completing 25 fixtures a day for the next 5 days. We want the sub to update their status on a daily basis and tell us how many they actually completed. Let’s say Monday they completed 22 but ran into problems. Then Tuesday they completed 26, Wednesday 26, Thursday 26, and Friday 25. Would RFI be the right functionality in Project Management to get this information from the subcontractor?I’m thinking we create an RFI and assign it to the sub with scheduled tasks. We email the RFI to the sub and they would then go into Acumatica to update their actual completions against the RFI. Am I thinking about this the right way or is there a more elegant solution?
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