When a PO is closed, the effect on a Work Order should mirror the effect on a Job. Closing a Job PO zeros out any remaining items on the PO in Job Cost. The any remaining committed cost is zeroed out.
When a PO on a Work Order is closed, the PO is still shown in Projected Cost. Support said we have to do a change order to zero out the PO before closing it. It's inefficient to our Purchasing staff to have to perform different actions based on whether it's a WO PO or a JC PO.
We specifically saw this on the SMWorkOrder.rpt and the Crystal Report and datasource for it are too complicated for a DIY solution to suppress Closed POs.
Tamar Cruse
| Company | Prime Electric |
| Job Title / Role | IT Program Manager |
| I need it... | 3 months |
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.
I was just looking this up today to put a suggestion in for it.
Vista support told me,'You'll have to enter a software suggestion if you want the PO Close to make that entry against a SM Work Order like it does for committed cost in JC.'
But is has been on the list since 2017 it looks like.
I hope this gets more votes. This is a big issue for my service team.
Attachments Open full size
I consider this a flaw that needs to be fixed more than a suggestion. Closing a PO brings it value to whatever's been posted to it and should also impact the committed cost everywhere. I can never see a reason where someone would want to close a PO which could potentially change it's total, without changing the Committed Cost entries it produced if closing does in fact change the PO total PLEASE FIX :)
Attachments Open full size