Currently SM Invoices are viewable as a database attachment in Vista's SM Billing Delivery Tab. Not all of our users that we want to see the SM Invoice will have access to this area. It would be useful if the delivery tab had better links to the invoice session and work order so that the SM Invoice database attachment that is automatically created on the delivery tab could be searched for and viewed in VCM.
Our salesman and other operation staff get questions from customers and need a way to search for and see the invoice that was sent to the customer. We should not have to re-scan this in an area they can see it when an attachment is already being created automatically in the delivery process.
Brandon Woolen
| Company | Franklin Well Services |
| Job Title / Role | Senior Accounting Analyst |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
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Our real objective is for operations/sales staff to view a copy of the invoice that was delivered for when they get questions from Customers. They have access to most areas of the service module. So as an alternative, if they could view this attachment on the SM Work Order screen, for example, that would work. This would be ideal since it would consolidate all their different documents for that work order into one place. It really does not make sense for them to have to go to multiple areas in order to view all relevant documents for a work order. If all documents were in one place, it would make it much easier for our operations/sales staff to answer customer questions they get on their work orders.
We also do not want our operations staff to have access to the billing area as we do not want them to have the ability to bill out invoices. Right now, in order to get to the delivery tab where that invoice attachment is at, they would have to have access to that area.