AR Invoice entry will check and warn the user if the customer is going over the credit limit. But, most of our invoices come from MS. MS will just let the customer go over the limit with any notice at all. We had a customer double his limit without notice last week. And, I do understand, Tickets in MS are for sale already shipped. But, a warning would stop the sales day after day before someone notices it on a AR report.
Company | Dunn Investment Company |
Job Title / Role | Systems Eng. |
I need it... | Yesterday...Come on already |
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.
Charles,
You may want to check out the warnings available in the ticket entry tab of MS Company parameters. If that doesn't do what you need, you could create a custom validation.
Kevin Halme | Constructive Tech Solutions | www.consttech.solutions