Sometimes errors mean that a progress claim is posted incorrectly. It would be really useful to have the ability to unpost a posted claim.
Company | Leighs Construction |
I need it... | 1 month |
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.
Hi Rebecca,
Thanks for the additional context.
No unfortunately once the claim is posted as a certified claim to create
the Invoice. Then it needs to be adjusted manually through the AR Invoice
Entry process.
cheers
Andrew
Hi Andrew,
Thanks for your reply.
Just so I can make sure we���re talking about the same thing��� 😊
We���ve posted (certified) a head contract progress claim.
The retentions amount was incorrect (should have been nil).
We therefore need to correct the posted claim.
I���m not aware of an option anywhere to back it out.
Are you saying that we can post an additional (correcting) claim over the top?
Does this affect the claim numbering?
Thanks again,
Rebecca Mitchell (she/her)
Group Finance Manager
M: +64 29 244 0726
E: rebecca.mitchell@leighs.co.nz
https://www.leighs.co.nz
[cid:leighs-logo-primary-2col-4c-resize_2b3e9778-f391-4bda-a66e-3ebe31be0df1.jpg]
Leighs Construction Limited
Level 2, 219 High Street, Christchurch 8011
PO Box 2699, Christchurch 8140
[https://static.wixstatic.com/media/a697b8_26a822bc35a148eb86d9426232ec685c~mv2.png] [https://static.wixstatic.com/media/a697b8_cc70ff81e94a4ff4b8376a442bd12730~mv2.png] [https://static.wixstatic.com/media/a697b8_a7d09a5c79224037921f8c667f2d9a91~mv2.png]
The information contained in this e-mail message is CONFIDENTIAL and may also be legally privileged. It is the property of Leighs Construction Limited, both intellectually and physically, and it is intended only for the individual or entity named in the header. If you are not the intended recipient, you are hereby notified that any use, review, dissemination distribution or copying of this document is strictly prohibited. If you receive this document in error, please immediately notify us by telephone (call collect to the person and number above) or E-mail (to the address above) and destroy the original message.
Hi Rebecca,
If we are talking about Head Contract Progress Claims, the system can be
configured with an additional claim status that allows posting over the top
of a previously posted claim, as long as the claim has not moved to the
uncertified status. If this sounds like it may help you it would be
worth reaching out to your consultant to discuss.
Let me know if this sounds of interest, or if I am not understanding
exactly we can keep discussing.
Cheers
Andrew