Submit Your Suggestions for Vista

Hi Gary

Whats happening with this one, we currently have to flick the allow checkbox on and off everytime the cost on an item exceeds the items contract value(which could happen a couple of times a day) - we call this paying on account, very common in Australia. We still want to stop from cost exceeding total contract value. We need the same options that exist for Purchase Orders.

Got it - thanks for the clarification

Hi Gary! So currently when the "Allow transactions to exceed current total cost" box is unchecked we can post transaction costs in the SL Worksheet at higher amounts then current total cost. This is helpful, like the other comment reads, but we would like a warning when we do this. Sometimes we need to post invoices at higher amounts because a change order is coming but we need some sort of warning when this happens.

Hi Gary,

To clarify, there should be a tick box in AP Company parameters that allows an AP transaction to be posted if a SL item has been exceeded. This would sit next to existing tick box which "allows transactions to exceed current TOTAL cost"

This would enable pending variations to be paid against without the need to continually override the system by ticking the "allow transactions to exceed current total cost" tick box.

Cheers

To confirm - you would like an option in AP Company to control users ability to enter transactions exceeding the subcontract item's current cost.  Correct?

A warning would display whenever the SL item's current cost would be exceeded by the transaction being entered, but if set to prevent entry, the user would not be allowed to save the entry.

Would you expect this option to be enforced in both AP Transaction and Unapproved Invoice Entry? 

Yes please we desperately need this!