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Select Specific Material and Subcontract Detail Sequence Lines to Initialize to a PO

This is functionality that used to exist before upgrading to 6.13.2.  Our previous versions before upgrading were 3.11.6 and 6.10.9.

In previous versions, we were able to Shift or Ctrl select specific detail sequence lines to Initialize to a PO or SL.  We used to use this feature because we would import Material and Subcontract Detail from HCSS and prefer to create one PO or SL at a time so that we can verify the information.  Currently we have to create a PO for all detail sequence lines that were imported with a Vendor because the Initialize button no longer allows you to select the items you want to initialize to PO or SL.  We import data into Vista with Vendor information but don't necessarily want to create a PO right away for all the vendors.  We used to be able to have vendors selected for many Detail Sequence items but Shift or Ctrl select (highlight desired lines in blue) specific line items for a specific vendor and only initialize that one specific PO or SL.

This is needed because we create one PO or SL at a time and review the information one at a time instead of create all PO's and SL's for a job all at once.

I am not trying to change any of the current functionality because I think you should also be able to initialize all Vendors selected into a PO without having to select them all but since we previously used the functionality of picking and choosing I think there should still be that functionality.

  • Guest
  • Jan 30 2017
Company Haydon Building Corp
Job Title / Role Software Engineer
I need it... 1 month
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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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