Vista Inquiries Available in Office Tools
The following tables list the Vista inquiries currently available in Vista Web Office Tools.
Vista inquiries allow you to link two or more queries together so that users can view specific information from a Work Center. For information on setting up inquiries, see Creating Inquiries in Vista Help.
With Vista Web Office Tools, users can access the same SQL inquiries that they have access to in Vista on the web. For help accessing inquiries in Office Tools, see Access Vista Inquiries on the Web.
Accounts Payable
Name | Title | Description |
---|---|---|
APInvoiceLookupDrilldown | AP Invoice Lookup Drilldown | Displays AP Invoices and AP Unapproved Invoices across companies for a range of months. |
APJobTransactionDrilldown | AP Job Transaction Drilldown | Reflects the AP Job Transaction Drilldown Report |
APTransactions | Accounts Payable Transactions | Displays all accounts payable transactions after the entered date. |
APTransactionwDetails | AP Transactions with Line Details | Displays all AP Transactions down to the line item level. |
APUnapproved | Unapproved Invoices | Displays all AP unapproved invoices where the current user is an assigned reviewer. |
APUnapprovedByRev | AP Unapproved Invoices By Reviewer | Displays unapproved invoices by reviewer |
APUnapprovedRev | Unapproved Review | Displays similar information to AP Unapproved Invoice Review header items, where the current user is the reviewer. |
APVendorDrillDown | AP Vendor Drilldown | Similar to the APVendorDrillThrough Report |
APVendorDrillPostedPayments | AP Vendor Drilldown Posted Payments | Shows AP Vendor Payments for a given month |
APVendors | Vendor Search | Displays all active vendors for all companies. |
Accounts Receivable
Name | Title | Description |
---|---|---|
ARBillPastDue | AR Bills Past Due | Displays all AR invoices that are past due. |
ARBillPastDue80days | AR Bills Past Due Over 80 Days | Displays invoices that are over 80 days old. Mechanics liens must be filed within 90 days of invoice date. |
ARCustOverCreditLimit | Customers Over Credit Limits | Displays all customers that have exceeded the credit limit assigned in AR Customers. If the credit limit is zero, it's assumed that the customer has no limit. |
ARCustomerDrilldown | AR Customer Drilldown | AR Customer Drilldown - display customers with AR invoices for a given month. Drill down to see detail of invoices. |
ARCustomers | Customer Search | Displays a list of all active customers from accounts payable vendor master. |
ARInvoicesPaid | AR Invoices Paid | List of bills invoiced and paid |
Cash Management
Name | Title | Description |
---|---|---|
CMAccounts | CM Accounts | CM Accounts with monthly statement balances if avaiable |
Equipment Management
Name | Title | Description |
---|---|---|
EMEquipmentUtilizedbyMonth | EM Equipment Utilized by Month | Count by Month of all Equipment used in that Month for all Companies |
EMWorkOrders | Equipment Work Orders | Displays all work orders for all companies. |
General Ledger
Name | Title | Description |
---|---|---|
GLAccountSummary | GL Account Summary | Displays the account for the current month. |
Headquarters
Name | Title | Description |
---|---|---|
HQOpenBatches | Open Batches | Displays all open batches for all companies. |
MaterialLookup | Material Lookup | Material Lookup |
Human Resources
Name | Title | Description |
---|---|---|
HRAccidentsByMonth | HR Accidents By Month | Displays HR accidents by month |
HRERNextReviewDate | HR Resource Next Review Date | Displays when an employee's next review date is near or past due. |
HRRMStatusAudit | HR Status Changes | Displays every HR Status change recorded in the master audit file (HQMA) during the last 24 hours. |
Inventory
Name | Title | Description |
---|---|---|
INMaterialByMth | IN Materials | Display materials with activity within a given month |
Job Billing
Name | Title | Description |
---|---|---|
JBBillHeader | JB Bill Header | So JB Bills by Month |
JBBillsPerDay | Job bills data per day | Job bills data |
JBProgressBillHeader | JBProgressBillHeader | Presents Progress Billing information |
Job Cost
Name | Title | Description |
---|---|---|
JCActiveContracts | Active Contracts | Displays all active contracts for all companies. |
JCActiveJobs | Active Jobs | Displays all active jobs for all companies. |
JCBudgetAnalysisByCostType | Budget Analysis By Cost Type | Displays phases for specific jobs, including estimation, comitted costs and cost analysis data by cost type. |
JCBudgetAnalysisByPhase | Budget Analysis By Phase | Displays phases for specific jobs, including estimation, comitted costs and cost analysis data by phase. |
JCContractProfitDetail | Contract Profit Detail (Active Contract) | Displays contract items for a specific contract, including revenue and cost information. |
JCCostForecast | Cost Forecast | Displays phases and cost types for specific jobs, including committed and uncommitted costs and their uncommitted item cost. Costs that have been processed through the PM Interface are committed. (View from Accounting or Job Cost) |
JCCostVEst | Costs vs. Estimates (Active Project) | Displays all job/phases where actual costs exceeds estimates. |
JCJobAnalysisCostTypeLMHRPT | Labor Analysis by Cost Type | Labor Analysis by Cost Type |
JCJobAnalysisCostTypeRPT | Job Analysis by Cost Type | Job Analysis by Cost Type |
JCJobAnalysisJob | Job Analysis Detail | Job Analysis Detail |
JCJobAnalysisJobLMHRPT | Labor Analysis by Job | Labor Analysis by Job |
JCJobAnalysisJobRPT | Job Analysis by Job | Job Analysis by Job |
JCJobAnalysisPhaseLMHRPT | Labor Analysis by Phase | Labor Analysis by Phase |
JCJobAnalysisPhaseRPT | Job Analysis by Phase | Job Analysis by Phase |
JCJobLevelProductionCalculation | JC Job Level Production Calculation | Review performance at a job level: By having both man hour performance and amount performance factors, all projects that are in trouble can be found quickly. |
JCPhaseProductionCalculation | JC Phase Production Calculation | Review performance at a phase level: By having both man hour performance and amount performance factors, all projects and phases that are in trouble can be found quickly. |
JCPhasesthatExceedCurrEstimate | Phases that Exceed Current Estimate | Displays all phases where actual cost exceeds current estimate. |
JCProduction | Job Cost Production Calculations | Displays a number of production calcuations including Unit/Hr, $/Unit, %Unit complete, % $ complete and more. |
Material Sales
Name | Title | Description |
---|---|---|
MSInvoices | Material Sales Invoices | Displays all material sales invoices since after the entered date. |
Payroll
Name | Title | Description |
---|---|---|
PRDetailToAccums | Compare PR Detail and Accums | Shows differences if any between PRDT and PREA for a given PRCo and Date Range. |
PREmployeePayPeriodControl | PR Employee Pay Period Control | Displays pay summaries per pay period for that employee |
PREmployeesActiveOn12 | Employees active on the 12th | Given a date range this query returns the employees that were active on the 12 of any month in the range. It provides drill down so you can eventually see the individual employee's timecard used to determine how the count was made. Compares both Pay Period Begin Date and PR End Date to ensure everything in the beginning and end month ranges are reported. This may cause months outside the outside the filter to appear. If so it's because either the Begin Date or PR End Date is within the filtered range. |
PREmployeesSQL | PR Employees SQL | Displays Employee Information |
PROpenPayrolls | Open Payrolls | Displays open payrolls for the current company after the entered date. |
PRTimeCard | Payroll Time Cards | Displays all payroll time enteries for all companies for the last 30 days. |
PRUnemploymentCount | PR Unemployment Count | Displays number of employees paid per pay period per company |
PRWAPFML | PR Washington State PFML Summary | Summary data needed for reporting Washington State Paid Family And Medical Leave. |
PRWAPFMLDetail | PR Washington State PFML Detail | Employee wage detail data needed for reporting Washington State Paid Family And Medical Leave. |
Pre-Construction
Name | Title | Description |
---|---|---|
PCPotentialProjects | Potential Projects | Displays all potential projects for all companies. |
Project Management
Name | Title | Description |
---|---|---|
PMApprovedChangeOrders | Newly Approved Change orders | Displays approved PM change orders from the last 14 days. |
PMApprovedChangeOrdersNotInter | Approved Change Orders Not Interfaced (Active Project) | Displays approved PM change orders that have not been interfaced. |
PMBallInCourt | Ball In Court List (Active Project) | Displays the PM Ball in Court view and individuals with overdue documents. |
PMChangeOrdersUnapproved | Unapproved Pending Change Orders (Active Project) | Displays all pending PM change orders for the active project without a Final status. |
PMContract | PM Contract | Displays all contracts for the active company. |
PMContractAnalysis | PM Contract Analysis | This inquiry reflects the PM Contract Analysis Drilldown Report. |
PMCostForecast | Cost Forecast | Displays phases and cost types for specific jobs, including committed and uncommitted costs and their uncommitted item cost. Costs that have been marked with "Interface", "Send" or "Ready for Accounting" on the respective forms are committed, i.e. they DO NOT need to undergo the PM Interface process to become committed. (View from Project Management). |
PMCostProjectionHistory | PM Cost Projection History | Displays the history of submitted PM Cost Projections and allows drill down through the projection code. |
PMCostProjections | PM Cost Projections | Displays PM Cost Projections and allows drill down into Phase and CostType detail records |
PMDocCountOutstanding | PM Document Outstanding Count | List of document types with outstanding count |
PMDocumentDistributionHistory | Sent Documents | Displays all the messages sent via PM Send Documents. |
PMFirms | PM Firms | Shows all firms for the current company |
PMMaterialDetailWC | Material Detail | PM Material Detail for the PM Work Center |
PMNotReadyToInterface | Not Ready to Interface | This inquiry provides a list of PM Information that is not ready to interface to the accounting module. Double click on a record to view the related items. |
PMProjectAttachments | PM Project Attachments | Shows all Attachments by Project |
PMProjectEmails | Project Emails | Displays a list of all project emails. |
PMProjectVendorRegister | Project Vendor Register | Displays all Projects and Vendors and their related interfaced Purchase Orders/Subcontracts with ACOs. |
PMPurchaseOrders | PM Purchase Orders | Manages available queries for the PM Purchase Orders form. |
PMReadyToInterface | PM Ready to Interface | This inquiry provides an overview of PM Information that is ready to interface to the accounting modules. This list is similar to the PM Interface form, but you can drill down into the related items. |
PMRequestForQuote | Request For Quote | Request For Quote |
PMSubcontractDetailWC | Subcontract Detail | PM Subcontract Detail for the PM Work Center |
PMSubcontracts | PM Subcontracts | Manages available queries for the PM Subcontracts form. |
PMSubmittalPackage | PM Submittal Package | Manages available queries for the PM Submittal Package form. |
PMSummary | Project Summary by Company | Summarized info regarding company's projects |
Purchase Order
Name | Title | Description |
---|---|---|
PODrillDownPOList | PO List View | List of purchase orders. |
POPurchaseOrders | Purchase Order Search | Displays all purchase orders for all companies. |
Service Management
Name | Title | Description |
---|---|---|
SMAgreementExpiring | List of SM Agreements ready to expire | List of SM Agreements ready to expire |
SMAgreementQuotes | SM Agreement Quotes | List of agreements in the quote status |
SMAgreementsRenewal | SM Agreements Renewal | Agreements that need to be renewed. |
SMRequiredMiscLookup | Required Misc Lookup | Required Misc Lookup |
SMTripsIncomplete | Scheduled Trips | Displays Trips that are incomplete/open. |
SMWorkOrdersAging | Aging Work Orders | All work orders that are not yet closed but have all their scopes completed and have no open trips. |
SMWorkOrdersNew | New Work Orders | Displays new work orders that have been created and need to be scheduled. |
SMWorkOrdersOpenPOs | Work Orders with Open POs | Work Orders with Purchase Orders with a status of Open (0) |
SMWorkOrdersOverdue | Overdue Work Orders | Displays overdue Work Orders. |
SMWorkOrdersToBill | Billable Work Orders | Work Orders ready to be billed. |
SMWorkOrdersUnscheduledOpen | Unscheduled Open Work | All unscheduled and open work (Work Order Scopes). |
Subcontracts
Name | Title | Description |
---|---|---|
SLCompWarning | SL Compliance Warnings | Displays subcontractors whose compliance is set to expire within a selected number of days. |
SLCompliancebyJob | Subcontractor Compliance by Job | Displays all compliance code for the active job. |
SLSubcontracts | Subcontract Search | Displays all subcontracts company added within 6 months of the given month parameter. |
Viewpoint Administration
Name | Title | Description |
---|---|---|
VAFormsOfficeLicenseReq | Programs With Office License Required Setting | Lists all programs with setting for whether or not an office license is required. |
VAReportsOfficeLicenseReq | Reports With Office License Required Setting | Lists all reports with setting for whether or not an office license is required. |
VAViewpointUsers | Viewpoint Users | Displays all Viewpoint Users. |