Getting Started #
The Code Format defines how specific columns will appear in Vista, allowing you to tailor the system to your business needs. Once transactions are posted, the format cannot be changed, so making the right decision from the start is essential.
Key Columns Affected by Code Format
- GL Account
- Contract/Job (Project)
- Phase Code (Cost Code)
- Equipment Number
- Equipment Category
- Equipment Cost Code
- Material Categories
- Phone Number
To determine your formats, you can use the Code Format Generator, which includes examples to help you visualize the final formats before applying them. This allows you to quickly adjust settings as needed and generate accurate values. The generator can produce a CSV file that TAD will use for seamless application into your system, though this step is typically handled by your consultant.
What is the Code Format Generator? #
The Code Format Generator revolutionizes the code format process, eliminating the inefficiencies of the old method. Previously, code formats were managed in an Excel file, which was prone to formula errors and required manual entry into Vista—a process where even experienced consultants could make mistakes.
With the new method, you can select the various parts, and the Final Format is automatically built for you. This eliminates manual data entry, significantly reducing the risk of errors.
Key benefits of the new approach:
- All formats are displayed on a single screen, removing the need to cycle through multiple Excel worksheets.
- A CSV file is generated with the approved formats, which can be applied using TAD or SQL Server Management Studio (SSMS).
By automating and streamlining the code format process, the Code Format Generator ensures accuracy and efficiency—saving time while preventing costly mistakes.