Vista Customization Example-PR Phase Ins Tax State Update

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.

  1. Create a backup of your database.
  2. Create Stored Procedure, see linkĀ PRPhaseTaxUpdate.
  3. In Vista UD Module, add a Custom Button to the PRBTCHUP form with the following parameters settings, changing the @Phase, @state & @inscode default values to your desired settings.
  4. Move the Custom Button on PR Batch Update form
  5. Test the stored procedure in your test company/database before using it live.

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