This is new Viewpoint functionality, added in the 2020.0.1.13 version, in response to numerous customer requests. 

It means that the Vendor's Standard Payment Terms in Viewpoint do not match the Payment Terms on the PO. The prompt is asking if you want to override what is set up as the Vendor Default in Viewpoint, and use what is on the PO instead.

This same behavior happens if entered directly into Viewpoint.

⚠️ If you are using the PO Quick List and seeing this message every time you add a line, this behavior has been adjusted in the .14 version to only prompt once from the quicklist.

⚠️ The Payment Terms can be viewed within the Viewpoint Client.

1. In Viewpoint, go to Accounts Payable.

2. Click Programs.

3. Click AP Vendor Master.

4. Make a note of the Payment Terms field information.
   
   

   

   
   

5. Close the AP Vendor Master window.
   
   View the PO for that Vendor

1. From the left navigation bar, click Purchase Order.

2. Click Programs.

3. Click PO Purchase Order Entry.
   
   

   

   
   

4. Click Create a new batch.

5. Click OK.
   
   The PO Purchase Order Entry screen displays:
   

   

   
   

6. From the toolbar, click File.

7. From the dropdown menu, click Add Purchase Order.
   The PO Add Transaction to Batch dialog box displays:
   
   

   

8. Click Add to Batch.
   The following prompt displays:
   

   
   

   

   
   

9. Click Yes.

10. View the Payment Terms on the PO to see if they match.
    

    

    
    

11. When done click the red X to delete the PO from the batch, and then click Yes in the prompt that displays. This does not delete the PO.
    
    

    

⚠️ Make sure to click File > Close to close this batch. You do not want to leave an open batch that is editing that PO.

1. In Viewpoint, locate Accounts Payable in the left navigation bar.

2. Click Programs.

3. In the right pane, click AP Company Parameters.

4. Click the PayTypes/Discounts/ICR tab.
   The window similar to the following displays:
   

   

   
   

5. Click the Using Payable Category checkbox to select it. This means the Payable Category is enabled.
   
   If the Allow Payable Type Override checkbox is selected, the Payable Type may be overridden.
   
   Note:  Pay Types may also need to be set up for the bridged company. Click AP Payable Types in the right pane.

When clicking the Viewpoint paperclip to initialize the integration with pVault, the user's screen scaling may be changing.

Resolution

1. On the workstation with the screen scaling issue, access the following:
   
   C:\Program Files (x86)\Viewpoint Construction Software\Vista\bin
   

2. Locate the Viewpoint.Vista.Launcher.exe file.

3. Right click on the .exe file to open the Viewpoint.Vista.Launcher.exe Properties window.

4. Click the Compatibility tab.

5. Click Change high DPI settings.

6. From the dialog box, click the checkbox to select Override high DPI scaling behavior.

7. From the associated field dropdown, select System.

8. Click OK.

The path taken should resemble the following:

When an invoice is coded against an SM Work Order, the correct GL Account could change once a Work Order is closed. If the invoice is still in the APFlow workflow, the GL Account originally pulled at the time of entry may not match the current GL Account for the SM Work Order at the time the invoice is approved and/or exported.

Resolution

Vista has settings in their Import Template Detail which allows a column to be set to Override Import Value. When used in conjunction with Use Viewpoint Default, the import will ignore the value of the GL Account column and retrieve the correct GL Account for that point in time during the import.

The tab fields resemble the following:

No special setup is required.

Anything entered here will override, on this invoice only, what is set up in the AP Vendor Master screen in Viewpoint. When this invoice is selected for payment in Viewpoint, the check will be printed with the payee and remit to address reflecting any information entered in fields on the Address Override tab.

The use of this tab varies. For example:

1. If the vendor was set up as ABC Supply and their invoice reads ABC Material and Supply, the new vendor name can be entered in the Payee Name field.

2. If the address was set up as 123 Main Street, Ft. Worth, TX 76123 and the invoice reads 456 Long St., Ft. Worth, TX 76321, the appropriate information can be entered in the Address and the Zip Code fields.

3. The Address Override tab may be used if a company does not set up multiple address sequences for their vendors and a vendor occasionally uses a different remit to address on certain invoices.

4. This tab may be used if a joint check needs to be issued when paying an invoice. Rather than update the AP Vendor Master screen to reflect two names (perhaps a vendor and a supplier), both names can be entered in the Payee Name field: ABC Supply and Construction Material Company

Clicking Address Sequence brings up the Filter to locate a previously entered address. Click the address to auto populate the fields.

1. From the ribbon toolbar, click APFlow.

2. Click Manage APFlow, 
   
   

   

   
   
   The Manage AP Flow screen displays with the General tab active:
   
   

   

3. For the selected user, scroll through the Additional Options.

4. Click to select Allow Processor Add Vendor.

5. Click OK.

⚠️ Notes

Permission is granted on a user-by-user basis.

User must have a role of Processor or Supervisor for the Add Vendor option to be available.

For help to a client with a Viewpoint accounting bridge, what follows are steps for posting prepaid transactions.

When an invoice is exported from pVault and it includes prepaid transaction information, (such as bank account, check number, check date), this export creates the text file that will be used to import into Viewpoint. This means all invoices included in the export will be posted as Open AP Invoices in the Accounts Payable module. When there is a Prepaid Transaction involved, there is an added step after the import into Viewpoint that marks this invoice as paid in the AP module.

1. Within Viewpoint, after a successful import/upload of the export file into Viewpoint, proceed to the newly created AP Transaction Entry Batch.
   
   When posting this batch, if the import included Prepaid Transaction information on an invoice, the following series of prompts may display:
    
   

   

   
   

2. Click Close.
   
   

   

   
   

3. Click Yes.
   
   The Batch Selection for [company] window resembling the following displays:
   
   

   

   
   

4. Create a new Prepaid Transaction batch for posting.

5. Click OK.
   
   The AP Prepaid Process window similar to the following displays:
   
   

   

   
   

6. Click Update.
   
   A prompt similar to the following, identifying the number of loaded Prepaid Transactions, will display:
   
   

   

   
   

7. Click Close.

8. Post the transactions by clicking Post.
   
   

   

   
   
   The AP Batch Process window similar to the following displays:
   
   

   

   
   

9. Click Validate.

10. Click Post.
    
    If the batch was updated successfully, the following prompt will display:
    
    

    

    
    
    This means the invoice was marked as paid in Accounts Payable in Viewpoint.
    
    
    

The tab fields resemble the following:

No special setup is required.

Once the Vendor and Invoice # fields are entered, the New Line functionality is available and lines may be added as well as detail section information as appropriate.

There is a posting process that occurs in the Viewpoint accounting system when an invoice is exported from pVault that includes prepaid transaction information.

For a description of how this type of invoice displays in the Viewpoint accounting system and the steps to take to post the Prepaid Transaction, click the following in Viewpoint - Posting Prepaid Transactions.

Be sure to give this report security to the individual or group involved with documents imported from pVault.

1. From the ribbon toolbar, click Retrieve.

2. Click Reports, 
   
   

   

   
   
   The Reports screen displays with the Reports tab active.
   

3. Scroll through the listing of Accounts Payable reports in the left pane.

4. Click to view in the right pane.
   
   The report will resemble the following:
   

   

In pVault

1. From the ribbon toolbar, click Administration.

2. Click Vaults, 
   
   

   

   
   
   The Vaults window similar to the following displays:
   
   

   

   
   
   Note:  If multiple vaults display, click to highlight the Viewpoint vault.
   

3. Click Edit Vault.
   
   The Vault Properties window similar to the following displays with the General tab active:
   
   

   

   
   

4. Click the Bridge tab.
   
   A window similar to the following displays:
   
   

   

   
   

5. Click to select Use Viewpoint's Job Routing Rules.

6. Click OK to close the Vault Properties window.

7. Click Close to close the Vaults window.

8. From the ribbon toolbar, click APFlow.

9. Click Manage APFlow, 

   

   .
   
   The Manage AP Flow window similar to the following displays with the General tab active:
   
   

   

   
   

10. In the Accounting System Mapping section, right click the Reviewer Mapping field label to display a Reviewer dialog box similar to the following:
    
    

    

    
    
    Important:  Make sure the user is an active user of the vault and has AP Reviewer permissions.
    

In Viewpoint Vista

1. Log in to Viewpoint Vista.

2. From the Menu tree, select Job Cost.

3. From the Job Cost dropdown, select Programs.

4. From the Programs list, click to select JC Job Master.
   
   

   

   
   
   The following window displays with the Info tab active:
   
   

   

   
   

5. Click the Reviewers tab.
   
   The following window displays:
   
   

   

   
   
   Note:  If the row in the grid is blank, click in the row and enter a routing sequence number in the Seq field, followed by the reviewer's initials in the Reviewer field. 
   

6. Click the X in the upper right corner of the window to close it.

In pVault

Test the user mapping by adding a job line to an invoice and routing it.

Important:  Make sure no exclusive rules are firing that could prevent further rules and accounting routing rules from firing.
 
Open the Check Invoice Route Rules to verify there are no entries related to accounting routing rules.

1. From the ribbon toolbar, click APFlow.

2. Click Invoice Entry, 

   

   .

3. From the APFlow sidebar, click either New Invoice or Edit Invoice.
   
   The Invoice Entry window similar to the following displays:
   
   

   

   
   

4. Click Route Invoice, 

   

   .
   
   The Route To Reviewers window similar to the following displays:
   
   

   

   
   

5. Click Check Invoice Route Rules.
   
   The following Invoice Route Test dialog box similar to the following displays:
   
   

   

   
   
   Any Reviewers who are part of a routing rule will be systematically assigned to the invoice lines in the proper sequence.
   

6. Click Done.