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Do not "protect" Case ID#, FIPS Code, Health Ins Check Box on AP Info tab of PR Employee Dedns/Liabs

Currently, it appears the only way to get to the standard Case ID #, FIPS Code, Health Insurance check box, etc. is to enter a Vendor that is set up for EFT (?, just any vendor?).  These standard fields should be made available whether a vendor is selected or not.

Related - the user should have the ability during PR AP Update to Select/Deselect which Vendors, which Vendor Transactions should be included in the resulting AP Transaction Entry batch

We will likely get around this with some uds, but when paying a lot of court-ordered deductions via a 3rd party by submitting a file (not an EFT payment file) to them, the AP impact should be a single wire transfer transaction possibly made in CM, not hundreds of individual entries each week resulting from the PR AP Update.  Allowing the transactions that are NOT wanted in AP to be included in the AP Transaction Entry batch and then deleting them is not practical as there could be hundreds each week.  Pushing them through AP, which what I suspect a lot of users do, is inefficient and doesn't adequately reflect the payment process/what happened.

We will get around this, but this would be a good change for future releases

  • Guest
  • Apr 14 2017
Company First Capitol Solutions LLC (Team Fishel)
Job Title / Role Principal Consultant
I need it... Yesterday...Come on already
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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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