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Vista not recognizing SM Work Order POs when populated via Finvari (IM Import)

  • 1.  Vista not recognizing SM Work Order POs when populated via Finvari (IM Import)

    Posted 17 days ago

    We're trying to solve a recurring issue with Vista + Finvari and would appreciate insight from anyone who has seen something similar.

    When a PO is created from a Service Management Work Order, Vista often does not recognize the PO in AP Transaction Entry when the PO number is populated through IM Import from Finvari. The PO number appears in the field, but Vista behaves as if it doesn't exist.

    If we delete the imported value and manually retype the exact same PO number, Vista recognizes it immediately.

    We've been working with both Finvari and Viewpoint support, and they've been actively assisting, but we haven't yet identified the root cause. As part of our troubleshooting, we've confirmed:

    • Field length, masking, and formatting match expected Vista inputs

    • The PO value is passed as text

    • All leading and trailing spaces and characters have been removed

    At this point, we're trying to determine whether this behavior is specific to SM-created POs or if we're missing a configuration or workflow detail.

    Has anyone encountered:

    1. SM-created POs not validating when populated through IM Import?

    2. Differences in how Vista treats POs created in SM versus the PO module?

    3. Metadata or hidden formatting issues that could cause Vista to reject an imported PO but accept the same value when typed manually?

    Any experience or guidance would be appreciated.



    ------------------------------
    Tyler Fenton
    Controller
    Central Consolidated, Inc
    Wichita KS
    tfenton@centralconsolidated.net
    (316) 945-0797
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