Accounting Integration: Viewpoint Vista Work Order Instructions
What: This will give you a high-level understanding of the Work Order with Viewpoint® Vista™ Integration and provide you with important information to ensure success in the setup.
New Equipment or Assets
New equipment or assets are entered in Tenna and automatically updated to Vista. Our team will help streamline the initial seeding in Tenna with your existing Vista equipment.
Initial Asset Load
The Tenna to Vista integration allows for the initial seeding of assets to match what is already in your Vista system thus ensuring a true synchronization from day one. This process involves steps that will validate accuracy and conformity before the data is loaded into Tenna.
The following steps must be taken prior to the Initial Asset Load:
- The Ryvit agent is installed and connected to Vista.
- The below Integration Set Up Instructions are completed.
Once those items are completed, the following will occur:
- The Tenna integrations team will perform an initial Vista cache load and review the assets as they are stored in Vista.
- Validation steps are taken to check for any data that may cause issues in the Tenna platform.
- A review is setup with the Vista point of contact to go over any potential issues found and make corrections if needed.
- A sample of assets will be chosen and loaded into Tenna.
- Customer and Tenna will jointly review the assets in Tenna and agree on results or make changes.
- After the validation is completed, all assets selected to load into Tenna (via the udSendToTenna flag) will be released to populate Tenna assets.
- You will need to edit the assets in Tenna to add the correct category (all assets will come over with a category of “New from Vista”), organization, and bill type. This step can be performed through in a bulk edit if desired.
New Jobs or Sites
New Jobs or sites need to be entered in Vista and they will flow into Tenna. All jobs in Vista need to have a unique physical address so that Tenna can create the default geofence based on the google geo coordinates of the address.
Initial Jobs Load
The Vista to Tenna integration allows for the initial seeding of jobs to match what is already in your Vista system thus ensuring a true synchronization from day one. This process involves steps that will validate accuracy and conformity before the data is loaded into Tenna.
The following steps must be taken prior to the Initial Job Load:
- The Ryvit agent is installed and connected to Vista.
- The below Integration Set Up Instructions are completed.
Once those items are completed, the following will occur:
- The Tenna integrations team will perform an initial Vista cache load and review the jobs as they are stored in Vista. Validation steps are taken to check for any data that may cause issues in the Tenna platform.
- A review is setup with the Vista point of contact to go over any potential issues found and make corrections if needed.
- A sample of jobs will be chosen and loaded into Tenna as sites.
- Customer and Tenna will jointly review the sites in Tenna and agree on results or make changes.
- After the validation is completed, all jobs selected to load into Tenna sites (via the udSendToTenna flag) will be released to populate Tenna sites.
- Each new site will render a default geofence which you will need to edit to match the actual job site. Each job needs to have a physical address in the record to render the default geofence with the address being the center point of the geofence.
There are several activities you will need to perform within Vista and Tenna to prepare for the integration to be activated. The following pages define these steps, please let us know if there are any questions or concerns.
Integration Set Up Instructions
The following set up/configuration must be done in the Vista environment prior to turning on Equipment/Site integration.
Assumptions
- Customer is using Vista as their ERP.
- Customer has the Ryvit agent installed and active.
- Customer has the Vista integration activated with Tenna through Ryvit
Data Required from Customer
- Customer to choose or create a default EM Cost Code to be used.
- Customer to choose or create a default repair code to be used.
Tenna Integrations Set Up
- Activate the work order flow in Ryvit
- Enter the default Repair Type provided by customer
- Enter the Default EM Cost Code provided by customer
Support: For questions, reach out to the Tenna Integrations Department [email protected].