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 form Enter udPMCommitments in the Query Name field Enter PM Project Commitments (SL & PO) in the title and description fields Type [...]

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 [...]

Situation: Company has upgraded to a new version of Viewpoint Vista and has concerns with the new version of the reports. Resolution: We can restore a copy of the 6.17 report file as an additional report in the Vista menu. This requires a backup of the report file. Some companies [...]

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 [...]

Custom Validation Example:   Below is an example of a custom validation written to validation dates entered to verify that they are within 90 days from today.  To create a validation, you can use the following steps. It is a good idea to test this in a test database before [...]

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 [...]

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 [...]

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 [...]