Viewpoint Vista Work Order Integration Overview & Requirements
The advanced work order integration connects maintenance work order records in Tenna into the Viewpoint® Vista™ ERP program facilitated by Data Xchange. This unique integration empowers construction professionals to autonomously capture repair and maintenance costs (including parts and labor) and other activity within Tenna, which then automatically feeds to Vista™.
As a result, data is shared across multiple systems, giving finance and office staff the information they need from the shop. Increased visibility into these costs helps contractors better calculate their total cost of ownership around the equipment assets on their balance sheet.
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In this article:
Data Flow
Enhance your ERP with Tenna’s integration with Viewpoint® Vista™ to eliminate duplicate data entry and improve visibility.
Enter Work Orders Once
Start a new Work Order in Tenna. A new work order will automatically be created in Vista™, generate a work order number, and pass it back to Tenna.
Enter Maintenance Requests Once
Every Maintenance Request or Preventative Maintenance trigger in Tenna will automatically be added to the corresponding Work Order in Vista™.
Assign Mechanics Once
The Mechanic you assign to the Tenna Work Order will automatically reflect in the Vista™ Work Order.
Know Your Costs Early
Know your estimated labor hours in Tenna and see it in Vista™.
Partnership with Data Xchange
Tenna partners with Data Xchange to process transactions, ensuring your Vista system’s integrity and security. Data Xchange will install an agent on your server that will connect to your Vista system. Every 30 minutes, Data Xchange pulls data from your Vista system and reviews for any changes. If there are changes, Data Xchange triggers transactions to process the update into Tenna. Changes in Tenna are sent to Data Xchange in real-time and processed to sync with Vista.
Integration Setup Instructions
The following setup/configuration must be done in the Vista environment before activating the Tenna > Vista integrations for Equipment and Jobs.
Assumptions
- The customer is using Vista as their ERP.
- The customer has the Data Xchange agent installed and active.
- The customer has the Vista integration activated with Tenna through Data Xchange.
Please see the Viewpoint Vista Integration Overview & Requirements for more information on activating the Vista integration.
Data Required from Customer
The following needs to be completed in Vista:
- 1
- Select or create a default EM Cost Code to be used.
- 2
- Select or create a default Repair Code to be used.
Process Flow
- Tenna sends Work Order (WO) to Vista.
- Vista generates the WO number and sends it back to Tenna.
- WO is created in Vista.
- Any changes on the WO will be reflected in Vista.
- Maintenance requests can be added or deleted from the original WO in Tenna and additional lines will be added, or lines deleted, in Vista accordingly.
- Any changes on the WO in Tenna will be updated in Vista (Estimated hours, notes, etc.)
Field Mapping
IMPORTANT! Any information from Vista will overwrite the existing information in Tenna for the fields in the Field Mapping tables below.
Expected Implementation Timeline
The timeline is an average of 7-14 days beyond kickoff. The following example assumes the activity starts the first of January 2023 and extends for 12 days.
NOTE: For questions, reach out to the Tenna Integrations Department integrations@tenna.com.