Create an SM Company Lookup
Create a user-defined SM company lookup in Vista.
Note: In grid timecards, if you are showing the
SM Company (SMCo) field
and have the New Line
Behavior set to Employee Default, you will need to modify your SMCo lookup in
Vista. You have two options for
doing this.
- If you use custom lookups, you can set up the udSMCO lookup, as instructed below.
- If you do not use custom lookups, see Configure Bulk Add for SM Work Order Lines When SMCo is Showing.
If you are not showing SMCo on the grid timecard, Bulk Add for Mechanic and SM Work Order line types does not use the SMCo or udSMCo lookups in Vista. You do not need to modify these lookups in order for Bulk Add to work.
Open the UD User Defined Lookups form in Vista, and create a lookup with the clauses shown below:
- From
- SMCO with (nolock)
- Join
- INNER JOIN HQCO on SMCO.SMCo = HQCO.HQCo
Configure the lookup in Vista by following the steps below:
- Open PR Timecard Entry and select the Field properties on SMCo.
- Select the Lookups tab in the field properties window and add the custom lookup created above.
- Change the load Sequence to 0 and ensure that it is the only 0.
- INNER JOIN HQCO on SMCO.SMCo = HQCO.HQCo
