Getting Started #
Tables enable you to import, update, and delete records in the Vista database, allowing you to transfer setups and configurations when IM Import Templates are unavailable.
Table Actions #
The Table Actions buttons are accessible from the ribbon and function exclusively with tables.
The following list contains the table actions.
- Run Package
- Runs the package assigned to the specific table.
- This allows you to run multiple actions in sequence which can be useful for posting batches.
- What are Packages?
- Format Table
- Formats data to avoid data issues when importing/updating.
- Batch Actions
- Contains the various batch actions that can be used on Batch tables.
- Intro to Batches
- Script Import
- Creates the INSERT statements for each record which can be executed in SQL Server Management Studio.
- Validate Import
- Validates that the records you are importing will be successful.
- Execute Import
- Imports the identified records into the database.
- Script Update
- Creates the UPDATE statements for each record which can be executed in SQL Server Management Studio.
- Validate Update
- Validates that the records you are updating will be successful.
- Execute Update
- Updates the identified records in the database.
- Script Delete
- Creates the DELETE statements for each record which can be executed in SQL Server Management Studio.
- Validate Delete
- Validates that the records you are deleting will be successful.
- Execute Delete
- Deletes the identified records from the database.
Parameters #
When downloading most tables, you’ll find a parameter that allows you to filter data by Company or Group. Press F4 or double-click the parameter field to open the TAD Lookup form. Parameters enclosed in parentheses can accept multiple values based on the Companies available in your environment.
The AP Vendors table has a parameter for the VendorGroups.
The AP Transaction Header table has a parameter for the AP Companies.
Tables Core Actions #
Whether you are importing, updating or deleting, you will always start by downloading a Table, which by default will include all columns and all records for the selected companies.
Imports #
The import action allows users to add new data into the Vista database, particularly useful when existing IM templates are unavailable. Users can download a table, input the necessary data, and then follow a series of steps to format, validate, and execute the import. This process ensures that new records are accurately incorporated into the database.
Updates #
Updating records enables users to modify existing data within the Vista database. By downloading the relevant table, users can identify and edit specific records as needed. After making the necessary changes, the tool provides options to format the table, validate the updates, and execute them, ensuring that the modifications are correctly applied.
Deletes #
The delete function allows for the removal of records from the Vista database. Given the potential risks associated with data deletion, TAD prompts users to create a backup of the table before proceeding. However, it’s important to note that this backup may not capture all associated records, especially those affected by triggers in related tables. Therefore, users are advised to exercise caution and ensure they have adequate backups before performing deletions.
Column Properties Table #
The Format Table button includes a sub-menu option, Add Column Properties, which adds the gray table shown below. This table indicates whether each column is required, its field length, and its default value.
