When you set up an AR Customer with a credit limit you are only flagged in AR that the invoice exceeds the limit, not SM. We bill from SM Work Order Billing. We need something to warn us when the customer has exceeded their limit and there currently isn't anything on the SM Customer for this.
Jennifer Nedley
| Company | ABM |
| 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.
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We think this alert should be on the SM Call handler and all sections where those same notes are visible. we need to know it's an issue BEFORE doing ANY work. The alert on the AR file is AFTER we have already done the work and it's too late.