Coming Soon: On April 2nd, all Suggestion Boxes will be migrating to The Network, Trimble's online user community. Your posts, votes, comments, and user accounts will transfer. This site will become read-only after the migration, and this banner will have a link to the new location for Vista suggestions.

Surcharges Double Hit Sales Account When No Hauler Is Used

Surcharges do not post correctly when a hauler is not used.  Haul codes do not have to be based on a hauler and can be used without a hauler.  When surcharges are posted without a hauler they double hit the sales account.  This is most easily demonstrated when in Sale Type J-Job Cost since everything is posted when the ticket is posted as opposed to customer sales where the GL accounts are hit when the tickets are invoiced.  If you look at the attachments to this suggestion you can see I have a $1 surcharge attached to a single ticket.  When the ticket is posted it posts $2 in surcharges to the sales account.  It posts the correct surcharge amount to the intercompany account and the correct amount to the COGS account, but doubles it to sales account.  I notified Viewpoint of this bug in 2014, it has yet to be addressed.

IN Location Mas...
IN Location Mas...
IN Location Mas...
MS Ticket GL Au...
MS Ticket GL Au...
MS Ticket GL Au...
Ticket (Action ...
Ticket (Action ...
Ticket (Action ...
Ticket Surcharg...
Ticket Surcharg...
Ticket Surcharg...
Attachments Open full size
  • Tom Szabo
  • Oct 19 2018
Vista Apps / MS - Material Sales
Company Stavola
Job Title / Role IT
I need it... Yesterday...Come on already
  • Attach files

Related Suggestion

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.