The latest release allows for billing of PO receipts prior to the posting of the matching AP invoice. The ability to opt in/out of this feature is needed as our company cannot bill customers without the AP invoice as support documentation. The ability to opt in/out at the template level would provide additional flexibility as an override.
Monica Hodges
| Company | Emcor Construction Services |
| Job Title / Role | Implementation specialist |
| 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.
JB T&M Template option to include/exclude PO receipts was released with 6.18 15+ and 6.19
OK - consensus seems to be adding this option at the T&M template level will provide the best overall control
I would like to see the option at the contract or T&M Template level.
For my company the JB Company level is fine. We can't bill anything until the AP invoice has been posted so I wouldn't need to turn it off and on at the contract or template level.
This feature is planned for Development, but we intended to offer the option at the JB Company level only. Is it important or offer overrides at the T&M Template and/or Contract level?
Yes I need this functionality. This is causing a lot of rework for our billing specialist. She is having to go in and remove those from the bill until we get an invoice through AP. We can't bill the customer on a third party charge with out the actual invoice.