DESCRIPTION OF PROBLEMCustomer would like to be able to have Reviewers that are added to unapproved invoices independently to approve invoices with missing data. This can only be done if they are added to a reviewer group and the option is checked on the reviewer tab. Would be nice to have that option on the actual reviewer, not just the reviewer group.
|
SYSTEM VERSION & TEST DATAchanged in 6.12
|
STEPS TO REPRODUCEHQ Reviewers vs HQ Reviewer Group (reviewers tab)
Add Reviewer to an invoice in AP Unapproved Invoice Entry with missing data, such as the Phase. Pull the invoice into AP Unapproved Invoice Review Notice the Approved box is not available Will be available once the data is entered |
CURRENT RESULTSReviewer can not approve the invoice until the data is entered, if they were added to the invoice as an independent reviewer.
|
EXPECTED RESULTSWould like to have the option to allow reviewers that are added independently to an invoice to approve with missing data.
|
|
Company | Walsh Construction |
Job Title / Role | AP Reviewer |
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.
We would like this functionality as well. We have an individual reviewer added on certain vendors and that reviewer has the box checked to approve with missing data. However, this reviewer still can not approve the invoice until the other reviewer have add all data. We need the individual reviewer to be able to approve before accounting and job cost coding is added.
Added option to 'approve with missing data' at the Reviewer level in 6.16