Submit Your Suggestions for Vista

Most service companies and retail businesses offer Coupons that can be added to invoices which can do various things, typically reducing the price by a set amount or a percentage of the total. This needs to happen AFTER the subtotal, but BEFORE the tax is calculated.

Is there any plans to add these type of automated calculations into the SM side of Viewpoint?

Right now the SM Invoice totals are a SUM of all the invoice lines and do not offer any way to add in a subtotal modification before it becomes the total.

Why Rate Templates are not the solution:

• SM can only use one Rate Template per Work Order.

• Rate Templates work on a PER LINE level, and it's very complex to work backwards from that to show the client "Here is what each line is (before coupon), and here's the total you saved".

• Rate Templates can not be deleted (just set to Inactive).

• Rate Templates are overly complex for a simple "Save 20% on everything" style coupon.

What would a coupon system need?

• Code

• Name (shows up on invoice)

• Effective Date

• Ending Date

• Discount Amount/Percent

• Discount Type (Amount / Percent)

• GLAcct

• Notes

For designing COMPLEX Coupons, an [Override] tab:

• (key field) Seq

• SM Cost Type (Allow null)

• Break Point (Default $0)

• Discount Amount/Percent

• Discount Type (Amount / Percent)

• GLAcct

Note that such a system should APPLY the coupons to an invoice (perhaps in an SMInvoiceCoupons table) to record all pertinent info for if the invoice, coupon, and totals need to be recalculated, but not prohibit the users from cleaning out the source SMCoupons form.

An alternative approach to implementation might be to store these applied coupons in a "Pending Invoice Adjustments (/Credits)" table so they can be re-applied when the invoices is modified, but show up in the rest of the system as adjustments. This would mean less work elsewhere to account for these coupons.