See PO detail including current matched invoice when approving invoices
A manager responsible for approving invoices has asked how to see the PO details for the invoice. Whilst in Approve Invoice Batch you can go Review Batch Details/PO Enquiry/Values and see what has been invoiced against each line item of the PO, it does not include the current invoice values, or remaining values.
A basic check of a manager is to compare the invoice value to the PO value. When you have multiple lines and multiple invoices against a single PO this isn't easy to do the way it is at the moment. It would be ideal if you could see the "this invoice" values plus "total including this invoice" so it's very easy to see if a PO line is going to be exceeded. Totals in this screen would also be ideal as Senior Managers are usually looking at invoice/PO totals not line details.
I know there are parameters that restrict matching an invoice to a PO where the PO line doesn't have sufficient value remaining, but we don't want this.
|
Company
|
DCOH
|
|
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.
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.
