One click to access PO Matching
Can we have a shortcut on the header bar to access 'PO Matching' when Preparing Invoice for Approval - Dissections.
|
Company
|
Hurst Constructions QLD Pty Ltd
|
|
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.
1515 SE Water Avenue, Suite 300, Portland, OR 97214 | 800.333.3197 | Contact Us | Terms of Use | Privacy | Support Policies
© 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.
It may be...
If not using delivery matching Jobpac will intelligently recognise this. In
this situation, with the suggested configuration, the workflow would take
the user through the following steps automatically... Select the Invoice
header --> the PO Matching screen will automatically be displayed if there
is a PO on the Invoice --> The user will be then dropped into the Invoice
Dissection screen with all dissections created from the PO matching.
If you're talking to your Jobpac administrator and wanted to try it in a
test environment the system parameter is INVAPP position 13 = 'Y'
cheers
Andrew
Hi Andrew
Thanks for the response. If not using delivery docket matching then I guess changing the configuration won't be of any benefit?
Cheers
Michelle
Hi Michelle,
We will think about that one, but just to let you know there is a
configuration option that takes you directly into the Delivery docket
matching (if using dockets) and then PO Matching as part of a workflow
immediately after selecting the Invoice header. Let me know if you are
interested in that configuration option and I can arrange to have the
implementation consultant reach out to you and help activate.
cheers
Andrew