Collaborate with Viewpoint and your peers by providing us with your input
I can't find anywhere that we can designate that our account with THIS CUSTOMER is only $5,000 - will do a warning if we enter an invoice that would put them over the $5,000.
CJ Forgus
| Company | B&B Wrecking & Excavating Inc. |
| Job Title / Role | Accounting |
| 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.
See my comment on the other issue for Vendor Credit Limits. I think tracking credit limits is a very important thing, even if no warning messages are added. It is currently very tedious to find a customer's available credit, especially if trying to find this information for multiple customers.
CJ,
Same struggle with the use case/business problem that the credit limit would address. If I have a customer that I only will allow to have a $5,000 credit - isn't when I create a Billing invoice a bit too late in the process? If I need to bill for $7,000 - how'd that change?
Appreciate help clearing up the use case on this one too.