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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

Vista Customization-Filter Phase Lookup

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 [...]

By |January 16, 2019|0 Comments

Vista Customization-Filter SM Site Lookup

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 [...]

By |January 14, 2019|0 Comments

Vista Customization- Restrict PO Expense GL Accounts

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 [...]

By |November 14, 2018|0 Comments

Vista Customization- AP Entry Fixed Asset Threshold Validation

Custom Validation Example   Below is an example of a custom validation written to validation AP transaction lines coded to Fixed Asset G/L accounts to see if they meet the capitalization threshold.   To create a validation on the GL accounts on AP Trans. Entry or AP Unapproved Trans. Entry [...]

By |October 18, 2018|0 Comments

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