When creating invoices in SM Work Orders, all of our customers require a Customer PO. Each time an invoice is created, we must manually type in the Customer's PO number in the blank text box. Some of our customers have dozens of different PO numbers that have been assigned to us. Most of the POs that our customers use are reoccurring.
It would be helpful if the SM module would enable us to save/pre-program in all of the PO numbers we have been issued since the PO numbers are reusable. We would like to be able to save customer PO numbers so that we can hit F4/lookup in the program to find them and eliminate the need to manually type this information on each invoice.
If Customer POs can be saved, it would also be a nice feature if a short description and expiration date could be included when looking them up. It would helpful to know if a customer purchase order number has expired before sending an invoice.
We would use this suggested feature every single day on almost every SM invoice we create. It would improve our billing accuracy and save us time.
Company | River View Construction, Inc. |
I need it... | Yesterday...Come on already |
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.