Submit Your Suggestions for Vista

Ideaspace topics with the most votes have been moved into the Suggestion Box. If there is a topic missing, please re-enter. Our product team reviews the Suggestion Box items regularly and will provide updates as to status and incorporation into upcoming releases.

• Home /
• PF-I-805 /
• New Suggestion

5 Vote

when posting a batch, automatically revalidate to Attach ALL Batch Reports to HQ Batch

We have Company Parameters - Audit Options checked to Attach Batch Reports to HQ Batch Control.

However, when users are posting a batch and have performed " File, Process Batch, Validate" , they often uncheck reports they don't want to preview / print. This causes the reports to NOT attach to the HQ Batch. They do not realize this has even happened.

I manually validate a second time to be sure all boxes are checked , and then post the batch. Applies to any module with batch files.

My suggestions is to have the system re-validate as part of the posting process. This would ensure that all reports are attached in HQ.  Or alternately, automatically attach all the reports (ignoring what is unchecked after the file is validated)

• Guest
• Sep 8 2018

HQ - Headquarters

Company	Talley Construction
Job Title / Role	CFO
I need it...	12 months

• Comments (1)
• Votes (5)

• Attach files

  Enter a subject
• 
  Guest commented

  August 17, 2023 01:14

  I'm voting particularly for this part so that a user who is posting can't cause the batch reports not to be there later.

  Or alternately, automatically attach all the reports (ignoring what is unchecked after the file is validated)

  
  

  Attachments Open full size

• 
• 
• 
• 
• 

Log in / Sign up

Identify yourself with your email address

Email address

Subscribe

You won't be notified about changes to this idea.

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.