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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 [...]

By |December 23, 2020|0 Comments

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 [...]

By |December 9, 2020|0 Comments

Vista Customization-Unlock Locked Batch

Below is an example of a stored procedure that allows a stuck batch to be reopened. This can allow you to reopen the batch without access to the SQL Server or having to call Viewpoint Support. SQL Server access and appropriate permissions are required to install this stored procedure. It [...]

By |December 31, 2019|0 Comments

Vista Customization-VA Inquiry Equipment Std Maint Items

Scenario: Looking to have a list of Standard Maintenance Group Items and Last Done info on the EM Equipment Form Requirements: None Example Solution: Open the VA Inquiries formEnter udEMStandardMaintenanceItems in the Query Name fieldEnter Equipment Standard Maintenance Items in the title and description fieldsType = SQLQuery Text list at [...]

By |January 26, 2019|0 Comments

Vista Customization-Equipment Maintenance Due Notifier

Scenario: Looking to receive an email notice when equipment is due for maintenance. Requirements: These steps assume that you own the WF Module. Example Solution: Open the WF Notifier Queries formCreate a new Record by entering CTMEMMaintDue in the Query Name FieldEnter EM Maintenance Due in the Title FieldEnter Returns [...]

By |January 24, 2019|0 Comments

Vista Customization-Filter Earn Code Lookup

Scenario: Looking to restrict the lookup values based on the active earn codes and based on salary vs hourly Requirements: These steps assume that you own the UD Module. If you don't own the UD Module, you could perform steps 2-8 with a SQL script. Example Solution: Add a custom [...]

By |January 16, 2019|0 Comments
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