Ideas for Acumatica

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Autonumber Pro Forma invoices within the Project

When contractors bill owners or GCs on an AIA document, the Application numbers are sequential within the job.  For instance, project 123 is billed in three progress billings.  They would be Application  1, Application 2 and Application 3.  Project 789 will also have multiple pay applications which need to restart with one.  This sequence helps keep the subcontractor & owner/GC in agreement with how much has been billed and how many bills have been submitted for the project.

A bonus would to be able to segment the reference number and have the first segment autopopulate with the project number and the second section run sequentially.  Example for project 123 is 123-001, 123-002, 123-003, etc.  This is a standard way of numbering pay apps in the construction industry.

  • Bronwyn Duprey
  • Mar 13 2019
  • Gathering Feedback
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  • Admin
    Feedback Admins commented
    March 15, 2019 15:29

    Hi Bronwyn,

    Thank you for submitting the idea.

    Question:

    Let's say a user has issued Application 1, Application 2, and Application 3.

    Then the user realizes Application 2 is incorrect and creates a credit memo to reverse it. Application 3 also has to be re-created because invoices reflect amounts from previous application.

    So, the user creates two new applications. Which numbers should be assigned to them, 2 and 3 or 4 and 5? Should we burn numbers in case invoices are re-created?

    Sincerely,

    Kate


  • Bronwyn Duprey commented
    March 18, 2019 00:44

    Katie –
    They should get the original application numbers. So if 2 is wrong and 2&3 get reversed, when 2 is corrected, it should get application 2 again and when 3 is recreated it should get application 3.

    Bronwyn Duprey
    Direct: 419.794.3131
    Mobile: 614-634-8804

  • Admin
    Feedback Admins commented
    March 19, 2019 06:53

    Bronwyn,

    Understood. Thank you!


    Kate

  • Guest commented
    23 Jan 03:06

    This is a must have for any company (GC or subcontractor) that uses progress billing (pro forma). Applications have to be numbered sequentially regardless to the invoice number.  When it comes to the construction industry, this is really a basic stuff. 

  • Guest commented
    23 Jan 16:55

    This is a must for many construction contractors. We require this functionality added ASAP please.