Currently the AR installation screen allows you to define your trade AR G/L account. Although most of our AR invoices are coded to this G/L account, we have quite a few intra-company customers that need to be coded to an intra-company G/L account. This requires the AR customer invoice entry person to remember to go to the More Info tab to change the trade A/R G/L account.
We would like to have the ability to define a default G/L account at the customer level that would override the installation screen G/L account default. This would enable us to define a different G/L account by customer, and eliminate the errors we are currently getting when a user forgets to change the default.
Tina McElrath
| Company | MDU CSG, Inc. |
| Job Title / Role | Training & Service Coordinator |
| I need it... | 6 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.
© 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.
We have added this functionality to Spectrum in 2021 R2...and have called this 'Related-Party Customers'. BTW, we also added it to Vendors at the same time.
This exists when cost centers are used.