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Project / Revenu : Task only - Revenu budget tab : "Bad" Task description


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Hello, our project config is as is for revenue :

Configuration of the project
 

When we convert a project quote into a project, the system renames all items(tasks in our case, by the configuration above ) in the Revenue Budget table with the word "Aggregated", so we lose the description of the task (which comes from the task tab). The task descriptions must therefore be copied from the Task tab and pasted into the Revenu budget tab manually. Can we fix this?

 

Task Description

 

Result : Task description is not here

 

Heidi Dempsey
Community Manager
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@raphrf Thank you for your question.   Can you please show me the Estimation tab of the quote? Please include Inventory ID, Description, Cost and Revenue Account Group.  What version are you on?  I tested 23R1 and I have an Inventory ID on the Estimate

When I convert to project, I change the summary tab to show Task for the revenue budget

 

 

 

and the same description populates.

 

 

Where in the system do you see the description “Aggregated Revenu”?  Is that on the Account Group? Inventory ID?  We might need a case so we can look at the data better.  How many customizations do you have?


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  • Semi-Pro III
  • May 3, 2023

Acumatica 2022 R1 Build 22.113.0040 

This arrive only if you had more than 1 item / task in the project quote. If I have only 1 item / task, I have the same result as you have.

My target is to have the same description of the TASK TAB in the REVENU TAB, and not the item description like your picture, but task description(because it’s task only)

 

TASK NAMES

Description wanted for revenu task :

 

Thanks again!


aaghaei
Captain II
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  • Captain II
  • May 4, 2023

@raphrf I was curious for sake of expanding on my own knowledge so tried on 22R2 but no luck with out of box functionality. In order to make it work you need some customizations for the time being. I am not sure if there is something in Acumatica queue for this configuration and enhancement or not.


Heidi Dempsey
Community Manager
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@raphrf please enter a case so we can understand the issue, investigate and escalate.  Thank you


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  • Semi-Pro III
  • May 4, 2023

Is it here for creating a case?

 


Heidi Dempsey
Community Manager
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@raphrf  Yes, it does not look like you have access.  Please try again and if not, please contact your Partner to enter a case for you .


meganfriesen37
Captain II
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What are the Project Properties for the Revenue Budget Level on your Project Template that you are using on your Project Quote.  If you update your template to be Task and Item (and Cost Code, if in Construction and is applicable) that should solve your issue for new quotes going forward:
 

 


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  • Semi-Pro III
  • May 4, 2023
meganfriesen37 wrote:

What are the Project Properties for the Revenue Budget Level on your Project Template that you are using on your Project Quote.  If you update your template to be Task and Item (and Cost Code, if in Construction and is applicable) that should solve your issue for new quotes going forward:
 

 

It’s already like this in the templates


meganfriesen37
Captain II
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Is your Revenue Budget Level set as Task?  (then it will aggregate at the task level)

If you update it to Task and Item (so that it’s the same as the Cost budget in my screen grab above) it should copy it over at the Task and Item level that it does on the Cost side.


iqraharrison
Captain II
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@Heidi Dempsey @raphrf 

Hi, I just had this happen earlier today and this happens when there are multiple lines on the project quote with the task.  if there isn’t anything that distinguishes the two lines outside of the description (either inventory ID, cost code, or account group) then the system would aggregate all the lines with the same total.  it would be very helpful if the quote used the description from the task as @raphrf stated.  

anything in the pipeline for acumatica to give us this functionality?


aaghaei
Captain II
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  • Captain II
  • May 5, 2023

Today I had a closer look under the hood. It is a bit more complicated than what I personally thought and I see you guys also are pointing out some of the scenarios that results in aggregations. 
Also, I tried some customizations shortcuts using PMRevenueBudget RowInserted/ing as well as RowPersisted/ing Event Handlers to high jack the data middle of the way, alter and let system resume but the engine at the end did what it does. I had no luck with this shortcut approaches. I ended up overriding the ConvertToProject method and seems to work fine and as I expect now.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • June 20, 2023

Hi @raphrf were you able to find a solution? Thank you!


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  • Semi-Pro III
  • June 20, 2023

No solution apart from doing a customisation, i think that should be out of the box.


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