IF during the Agreement year a billing modification is necessary and the user elects to delete a bill and amoritization schedules the system automatically builds the new anniversary year based on the prior revision. So in other words, if I deleted ONE of my monthly bills the system will rebuild the new year with 11 bills instead of 12. To find and identify these one off during the renewal process is EXTREMELY painfull when you have 100 agreements.
The other alternative suggested, would be to create a "adjustment" invoice which creates clutter and additional work in AR. That is equally as painful to a large company as it creates additional work in AR.
The billing/activity schedule NEEDs to live somewhere on the SM agreement so it can be looked to at renewal to improve this process instead of relying on a human to proactively check these two tabs and then hit the manually rebuild button.
liz heisel
| Company | ABM |
| Job Title / Role | Director of Application and Support |
| 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.