Submit Your Suggestions for Vista

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SM agreement and work order to be linked

We are preparing for Vista implementation and we have almost 1,000 maintenance contracts. We learned work order created under SM Agreement billing does not show if the work was completed or not and we need to go to SM Work Order Billing. If we create an invoice from Work Order Billing, the invoice is not liked to the agreement even though the work order is created from the agreement. Is there any way to link work orders/invoice/agreement?

  • Guest
  • Jan 19 2024
Company Alakai Mechanical
Job Title / Role Controller
I need it... Yesterday...Come on already
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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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