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 [...]

Scenario: When you want a notifier to send an email on schedule even when no results are found, we can use the method described below to get the notifier to run and return a notice that no result was found. Basic Template: Here is a basic template of the concept [...]

Scenario: If you have a custom lookup that returns blank when a field isn't setup, you might want to tell the user to use another list. Requirements: These steps assume that you own the UD Module. If you don't own the UD Module, you could perform steps 1-4 with a [...]

Scenario: Want to have a list of commitments (subcontracts and purchase orders) by Job without having to run multiple reports. Requirements: None Example Solution: Open the VA Inquiries formEnter udPMCommitments in the Query Name fieldEnter PM Project Commitments (SL & PO) in the title and description fieldsType = SQLQuery Text [...]

Scenario: Looking to automatically add frequency code to pay period to reduce manual steps required for each payroll run. Requirements: Access to Execute the SQL Query on the Vista Database. Example Solution: Test this customization in a test environment before installing on your live environment.Edit the provided code to add [...]

Scenario: A company has old employees marked as active and wishes to find employees who haven't received a paycheck recently and mark those employees as inactive. Warning: test these queries in a test database prior to using in your live database. Possible Solution # 1 Run the query below in [...]

Scenario: Looking to add Job Creation Date to a Report: Example Solution: Create a Custom SQL View with code listed at the bottom. Link the cts_JOBAUDIT view with the JCJM view or similar view as seen below. Add the DateTime and UserName fields to your custom report in Crystal Reports. [...]

Scenario: Looking to have AP reviewer assign reviewer group based on SL & PO rather than by job. Requirements: These steps assume that you own the UD Module. If you don’t own the UD Module, you could perform step 7 with a SQL script. Example Solution: Create UD Field (udRevGrp) [...]

Scenario: Looking to find serviceable items by serial number. Requirements: These steps assume that you own the UD Module. If you don’t own the UD Module, you could perform steps 1-7 with a SQL script. Example Solution: Open UD User Defined Lookups formCreate a new lookup by entering udSMServicableItems in the [...]