Vista Customization - Download Azure SQL Backups Scenario: Want to have on-prem backup of Vista data for disaster recovery purposes. Requirements: None Example Solution: Open a Viewpoint Support case with the following request: “We’d like to request an SAS Token to access the Azure Blob Container storage where our SQL [...]

Vista Customization- Project Certified Payroll Tab Scenario: Want to have a list of payroll weeks related to a project and be able to track submission methods and status. Requirements: None Example Solution: Open UD User Table and Form Setup Enter udProjectCertifieds in the Table key fields. Enter Project Certified Payroll in the [...]

Scenario: Looking to get a quick snapshot of revenue, cost, and profit by equipment category. Example Solution:   Click here to see other Sample Power BI reports. Download the Power BI file here Download the instructions to connect to Vista data here. If you want this report for other ERP systems, [...]

Scenario: Looking to receive an email notice when an Applicant submits their application. Note: This solution assumes the recruiters have VA User profiles, if not you can join PREHFullName or HRRM to get the email address.  Example Solution: Create the SQL View below and grant select to VCSUsers Open the [...]

Scenario: Looking to receive an email notice when Employee ACH (DD) Accounts Change Example Solution: Open the WF Notifier Queries form Create a new Record by entering CTS_BankInfoChange in the Query Name Field Enter Reports any bank info changes in the Title Field Enter Created by CTS-Kevin Halme on 2023.05.29 to report [...]

Scenario: Looking to receive an daily email of any ACH account changes on Vendors in the past day. Example Solution: Open the VA Inquiries form Create a new Record by entering CTS_VendorInfoChangeNotifier in the Query Name Field Enter Vendor ACH Information Change Notifier in the Title Field Enter Created on 9/5/2023 by [...]

Scenario: Looking to receive an weekly email with the number of outstanding invoices, age, and dollar amount by Reviewer and Month. Modify SQL as needed if you need multi-company support, etc. Example Solution: Open the VA Inquiries form Create a new Record by entering CTS_APUISummary in the Query Name Field Enter [...]

Below is a link to the GL Trial Balance History SQL Stored Procedure that we use to pull the trial balance into Power Query or Power BI for dashboarding purposes. We join the results of the stored procedure with the budget table for budget versus actual reporting. SQL Stored Procedure

Here are links to two excel files that use PowerQuery to build an import file to be used with the HCSSHEAVY import template in PM Import Estimates. These files only have limited testing, so feel free to reach out if you discover an issue with the files. Macro-free version (manually [...]

Scenario: User wants to be able to attach one set of attachments and be able to access those attachments from any of the lines in a GL Journal Entry. Example Solution: Open SSMS (SQL Management Studio) and connect to your SQL Server Copy and paste the SQL Query below into [...]

Scenario: Users would like to be able to drill into a Vista from while in a report to get more details or change values on a form. This can be used in both SSRS reports and Crystal Reports. UPDATE: After writing this post, we ran across documentation for Viewpoint on [...]