AP Company Parameters - Checkbox for AP Attachments to Attach to Header Only
Company | Pan-Pacific Mechanical |
Job Title / Role | Software Engineer |
I need it... | 3 months |
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.
Great solution for those that want to make sure the attachment is always made at the invoice header level
Admin not as easy as a single option in AP Company, but certainly more flexible
You can do this through Security functionality.
In VA Viewpoint Administration>Programs> VA Form Security -
For AP Unapproved Invoice Entry (APUnappInv), you would have your attachment security to Add, Edit, Delete. For AP Unapproved Invoice Items (APUnappInvItems), you would have your attachment security to View Only.
The same would be true for AP Transaction Entry (APEntry) and AP Transaction Entry Detail (APEntryDetail).
If you can't see the security options for APUnappInvItems or APEntryDetail, you need to go into VA Form Properties, find the appropriate form, go to Security tab, and check "Allow security for this form to be maintained separately".