+1
Able to change invoice setting per vendor (grouping POs)?
One of our vendors brought up that they were wondering if they could only receive the invoice/statement once the PO amount has reached a certain amount, to limit paperwork. I didn't think this was possible but wanted to check (or suggest). We work with different vendors varying amounts, so it wouldn't be practical to do this across the board, but could be useful for some who receive multiple POs/statements per month. As it is now, we have invoices set to go out the day after a project is closed, so, depending on how many projects were opened/closed at that time, multiple projects may be on the same invoice anyway.
Customer support service by UserEcho
It takes a bit of work, but it can be done. We have done it like this:
- create a custom field in the Provider scope where you specify the 'invoicing threshold'
- create a custom checkbox in the Job scope to specify whether the job is invoiceable because threshold has been reached
- create a macro that calculates the total agreed for all invoiceable jobs for each vendor, compares it with the specified threshold and checks the job boxes if the threshold is reached
- run this macro periodically
- create a view that filters out the jobs for providers that are not yet at the threshold, and create PIs only for the remaining jobs
It works pretty well for us. We also added a custom column in the price profiles scope where we show the amount still required to reach the threshold, to encourage our PMs to work with vendors that are not there yet. That way we try to avoid keeping POs open for too long.