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 [...]