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JB T&M Bill Initialize misc item detail

On the JB T&M Bill Set up form, a summary option is needed which would allow users to initialize Misc materials ordered to a PO with the description field populated, but not also add all the balancing transaction lines into the invoice. As it is right now, only Summary option 1 will initialize the Desc field on Misc items, but Summary option 1 also adds all the balancing transactions. This means, users have to go through and manually remove all the balancing transactions from the invoice detail which is very time consuming.

  • Jennifer Robison
  • Oct 20 2021
Company LVC Companies
Job Title / Role Process & Compliance Assistant
I need it... Yesterday...Come on already
  • Attach files

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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