Submit Your Suggestions for Vista

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Ability to Auto-Close Purchase Orders and Subcontracts on "Soft-Closed" Job Close

Our work flow does NOT allow posting to soft-closed jobs (box is "unchecked" on JC Company Parameters).  As a result, we soft close all of our jobs and that is the last step we take in the job closing process.   We do not use separate G/L accounts for our open versus closed jobs as well.   Our process currently does not involve going through and hard closing jobs.  As such adding the ability to auto close POs and Subcontracts on Soft Close would make that feature available to our work flow.  Is that an option we can add?

  • Tim Sommers
  • Jul 17 2019
  • Attach files
  • Don Schroeder commented
    July 15, 2020 16:44

    We soft close a job in warranty period and have to manually close PO's and SL's. Please provide options to close on soft closure.

  • Jim Gibbons commented
    October 21, 2019 18:30

    Yes, this feature is needed.

  • Guest commented
    August 02, 2019 01:24

    I agree, thus would be awesome..

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.

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