Submit Your Suggestions for Vista

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Posting to Soft Closed Jobs based on Batch Type

It would be helpful to allow and prevent types of batches on soft closed jobs. Currently the system is set up to either allow or not allow posting to soft closed jobs. Unfortunately, our business is not that clear cut. For example: when a job is soft-closed, we would like to prevent posting to payroll. This alone could be achieved by making the cost type inactive. However, Purchasing and AP are not as clear cut. We would like to prevent “new” purchase orders from being written but allow items to be received against a PO, allow change orders to the PO, and allow AP costs to be charged against a PO. Additionally, there may be other trailing costs charged directly to the job such as Expense Reports, Fuel card charges, charges from the EM module, etc. With the volume of jobs our company opens and closes in a year, it is impractical to set this on a job by job basis. The ability to allow or disallow certain types of batches company-wide based on business process would be more practical. This could be something that could be set in JC Company Parameters.

  • Guest
  • Jan 17 2017
  • In Review
Company MMR Group
Job Title / Role IT Manager
I need it... Yesterday...Come on already
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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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