Processing a PO that has already flowed through the approval process needs to be a quick and easy process as this will then allow a PO to be invoiced (if it's not processed we can't invoice by our month-end cutoff which we are contracted to do).
In Vista when we didn't use the approval workflow or Keystyle, the user would simply click on the Approved Button and once a day or week, the PM would go into PM Interface, select all the POs, then Interface in one quick step.
Now with the new process in Keystyle, they have the option of mass approving but not mass processing. The approving should require them to open each PO then approve but not the Processing aspect.
Since the Process is an extra step and only those in the workflow can do this (ie our Project Accountants can't post them), adding all this work to the PMs to approve them them having to open 10-15 POs one by one then clicking Process is being met with a lot of frustration and pushback.
Company | SKYGRiD Construction Inc. |
Job Title / Role | Technology Strategist |
I need it... | Yesterday...Come on already |
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.
© 2024 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.