Getting Started #
The Delete action should only be used by individuals who are familiar with deleting records out of Vista database tables. This action should rarely be used but there are special scenarios where it can be beneficial.
- Real payroll wages posted to job cost detail instead of the fixed rate. When fixed, the Payroll module creates an offsetting entry and does not delete the original so the sensitive rate is still viewable. You can delete the two JC Detail (JCCD) records to remove the activity.
- Batches posted with interfacing to the General Ledger still active. You can delete the GL Detail (GLDT) records to remove the activity rather than entering an offsetting GL Entry.
- Need to delete user level security that could be across multiple Companies and Modules.
When you delete records, you will be prompted to create a backup of the table. It is recommended to click Yes, but this option still does not guarantee a 100% backup because records can be deleted from associated tables by triggers and those will not be backed up. Use at your own risk!
Summary Steps #
- Download the Table
- Mark the Records
- Validate Delete
- Execute Delete
Delete Records #
The first step is to download the records you want to delete. This example walks through deleting user level form security.
Click the Add Table button on the left side of the ribbon.
Search for the Table containing the records. The Vista form name usually works.
Either double-click on the Table or select it and click the Save Changes button.
The base SQL Statement will download all records and all columns. You can use the Select, Join and Where buttons on the left side to further refine your results or continue to the next step.
The most common change is adding additional parameters using the Where button. Those parameters can help you filter the data to to specific Month, Job or User.
Click the Download Changes button to download the records.
You will see a table with records based on what you downloaded.
Change the *Action column to Delete for all records that you want to delete.
With your records marked, click the Validate Delete button on the ribbon.
You want to see Validated in the *Result column for every marked record.
The worksheet color should also be Green.
If the *Result column says Failure then the *ErrorMsg column will tell you why. The most common error would be caused by related transactions to the record you are trying to delete. You would need to delete those records before deleting the one that failed.
With everything validated, click the Execute Delete button.
Click the Yes button to confirm the Delete.
Click the Yes button to create a backup of the table.
The backup format is TableName_Backup_YYYY_MM_DD_HHMMSS.
Once the process finishes you will see Deleted in the *Result column for the records that were marked Delete.
You can click the Download button again to see that the records no longer exist in the Table.
