Ideas for Acumatica

Important! Please note that we do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive.

This portal is for product ideas and feedback only. If you need customer service assistance, please contact your Acumatica Support Partner or submit a support case. You can also get assistance from community resources: LinkedIn Group or StackOverflow

No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

1 VOTE

Add Common Tasks Button to Project Template Screen

Add ability to add Common Tasks when creating a project template. The descriptions for the tasks do not flow when typing them in.

Created 6 days ago by Guest

Projects

0
4 VOTE

Project Quote to create Change Orders

Project Quotes can create new Projects, but not new Change Orders within existing projects. Many times change orders have numerous lines of budget line items and Project quotes would be a good place to start a change order. It only becomes a chang...

Created 26 days ago by Amedeo D'Ascanio

Projects

0
58 VOTE

Allow for Stock Items to be added to a Project without the need to be added to the Warehouse Location

For a Stock Item to be added to a Project - Acumatica forces the addition of the Project and Task Code to the Warehouse Location. This creates issues with the time and effort required for every Stock Item that can feature on a Project has to be ad...

Created about 1 year ago by Guest

Construction / Projects

4 Shortlisted
25 VOTE

Please change title of column on PO, Subcontracts and AP Bill to be Item

This column Account Group/Item is so very confusing for customers and consultants. It is not the account group, it is the non-stock item. The account group is tied to the account on these documents and could be labeled something else. Also, ...

Created 6 months ago by Guest

Construction / Projects

0 Shortlisted
52 VOTE

Allow for pending change orders

Allow for a status of pending changes orders that will show on the project and project reports, but not be approved yet. Construction companies & PMs like to see potential change orders. It is important for forecasting.

Created about 1 year ago by Bronwyn Duprey

Construction / Projects

9 Planned
32 VOTE

Enhance Project Quotes so a user can use mark ups to provide a complete price to clients and migrate both cost and price to the project.

A company that will quote a project is attempting to define the price for a client and deliver a document that will enable them to secure the project. That price in many cases is derived by identifying cost items (NSI or Stock Items) in both lump...

Created 9 months ago by Glen West

Projects / Construction

4 Shortlisted
2 VOTE

AIA with Quantities

The AIA with Qty form is available on Acumatica and the column on project revenue budget, but it is not available to be edited. The AIA with quantities would be very handy when billing with quantities instead of % of completion.

Created 18 days ago by Stella Carneiro

Projects

0
26 VOTE

Multiple Customers on one Project

It would be helpful to have the ability to invoice multiple customers on one project through Project invoicing. There are times when you need to invoice a different customer for certain items on the project but it is not possible to do this.

Created 9 months ago by Guest

Projects

3 Future consideration
1 VOTE

Customer PO /Contract number on Project record

Customer may have multiple active projects. Once a project quote is approved, they issue a PO number. Project invoices have to reference the PO number.

Created 11 days ago by Dilip Bordia

Projects

0
16 VOTE

Add the ability to import and export the budget data in common tasks

We use common tasks to create budgets for different projects. Using templates for budgets does not work for our business as we do not know what the ultimate project will be at the time the job is created. You can't go back and add a template onc...

Created 6 months ago by Guest

Projects / Construction

1 Shortlisted

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Ideas for Acumatica

Important! Please note that we do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive.

This portal is for product ideas and feedback only. If you need customer service assistance, please contact your Acumatica Support Partner or submit a support case. You can also get assistance from community resources: LinkedIn Group or StackOverflow

No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

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Add Common Tasks Button to Project Template Screen

Project Quote to create Change Orders

Allow for Stock Items to be added to a Project without the need to be added to the Warehouse Location

Please change title of column on PO, Subcontracts and AP Bill to be Item

Allow for pending change orders

Enhance Project Quotes so a user can use mark ups to provide a complete price to clients and migrate both cost and price to the project.

AIA with Quantities

Multiple Customers on one Project

Customer PO /Contract number on Project record

Add the ability to import and export the budget data in common tasks

Filter by Status

Filter by Category

Identify yourself with your email address

Add Common Tasks Button to Project Template Screen

Project Quote to create Change Orders

Allow for Stock Items to be added to a Project without the need to be added to the Warehouse Location

Please change title of column on PO, Subcontracts and AP Bill to be Item

Allow for pending change orders

Enhance Project Quotes so a user can use mark ups to provide a complete price to clients and migrate both cost and price to the project.

AIA with Quantities

Multiple Customers on one Project

Customer PO /Contract number on Project record

Add the ability to import and export the budget data in common tasks