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PM Import Template Creator
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 [...]
Vista Customization – Journal Entry -Sync Attachments to all lines
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 [...]
Vista Customization-Report Deep Links to Open Vista Forms
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 [...]
Vista Customization-Notifier that sends even when no results found
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 [...]
Cashflow Forecast Template
The cashflow forecast template at the link below was built to help small to mid-size contractors forecast their cash out 13 weeks. Cashflow Forecast Template
Vista Customization-Custom Text on Lookup when Blank
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 [...]
Vista Customization- Project Commitments Inquiry Tab
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 [...]
Vista Customization-Auto Add Frequency Code to Pay Period
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 [...]
Vista Customization- Set Payroll Employees Inactive
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 [...]
Vista Customization- Add Creation Date to Job Reporting
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. [...]
Vista Customization- Reviewer Groups by SL & PO
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) [...]
Vista Customization-SM Serviceable Items with Serial Numbers
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 [...]