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 [...]

Scenario: Looking to restrict the lookup values based on the active status of the Job Phase. 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 SQL script. Example Solution: Open UD User Defined Lookups formCopy [...]

Scenario: Looking to restrict the lookup values based on the active status of the SM Customer 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 SQL script. Example Solution: Open UD User Defined Lookups formCopy [...]

Scenario: Looking to restrict the valid expense accounts during PO entry to specific accounts. Example Solution: Add a custom validation in UD User Validation In the SQL tab, insert the code found below. Customize code to use your list of acceptable accounts. Press the compile button. In PO Purchase Order [...]

Scenario: Looking for a way to easily update insurance tax state for a specific phase code across all jobs. Example Solution: It is a good idea to test this in a test database before impacting your live database. Create a backup of your database. Create Stored Procedure, see SQL Query [...]