Ideas for Acumatica

Feedback processing: 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. Ideas and comments may not appear immediately. Some legitimate ideas are flagged as spam and will be added when we review the spam folders.
Content: This portal is for product ideas and feedback only. If you need customer service assistance, contact your Acumatica Support Partner, submit a support case, or 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.

GL account used by Project allocations by budget should use the budget non stock item revenue account

The allocations process in Projects can be done by the Budget values.  Budget values are created by adding non stock items to the project task. 

The allocation process will take the % completion value for the task (based on the items) and determine the value of the entry.

When you have a number of items on a task the chance is that they will each have different revenue codes.  So you would want the allocation process to post revenue to each of those accounts and not have it set to one account determined in the process as it is now.

Thanks

James

  • James Morgan
  • Feb 27 2017
  • Gathering Feedback
  • Attach files
  • Admin
    Feedback Admins commented
    June 12, 2018 18:02

    Hello James,

    Thank you for the clarification. The scenario makes sense.

    Kate

  • James Morgan commented
    June 11, 2018 09:34

    Hi Kate,

    Thanks for considering this.

    Here is the scenario:

    We have a project for a large design job.  One of the tasks is "Create prototype"

    The revenue budget is make up of non stock item codes, each with different revenue accounts associated to them.

    1. Senior Design      $1,000

    2. Junior Design       $3,000

    3, Creative                   $600

    4, Account Manager    $400

     

    Total                           $5,000

     

    The project setting is % complete.  The revenue allocation rule will use the % complete figure entered for the task, say 40% and apply this to the budgets and create an entry to credit the revenue account for the total of $2000

    We would expect the allocation process to credit the revenue account assigned to each non stock item for the appropriate value, eg Senior Design $400, Junior design $1,200 etc. but the system only posts to a revenue account specified in the allocation rule at the task level.

     

    For our clients it is important that the revenue is split out across the revenue codes.  Without it they are having to re calculate the revenue by item line and re allocated the revenue by journal.

    Thanks

     

    James

  • Admin
    Feedback Admins commented
    June 09, 2018 15:42

    Thank you for submitting your idea. Please provide additional information (specific use cases, idea clarification, business scenarios, feature details, or whatever is lacking) so we can evaluate how this will benefit to Acumatica customers.

    Kate