Viewpoint Integration
With a long-standing focus on the challenges facing contractors, Viewpoint Construction Software has carved out a unique position in the construction management software marketplace by focusing their attention on
solving the unique
needs of construction professionals.
|
Viewpoint Data Validation
 Data validation is a critical component of the Viewpoint integration with Content Manager. Data validation ensures that the document management system is operated on correct, clean and up-to-date Viewpoint data. Often this process is carried out for the purpose of making Viewpoint data available to end-users without giving them access to the Viewpoint software. It also ensures data consistency between the two programs and eliminates manual entry. Popular data validation includes Data Lookup and Commitment Pull.
Data Lookup
Lookups, like in Viewpoint, provide an easy way to ensure users input valid information into the appropriate fields. Lookups can be as simple as showing a list of vendors, or as complicated as providing the user with a list of valid cost types for the company, job and phase that they have entered for a particular invoice detail line. Lookup fields are typically configured to mirror Viewpoint, but may be customized to customer requirements if necessary.
Commitment Pull
Content Manager's standard detail grid provides a great way to code invoices; however, for those invoices that have the coding lines already setup in Viewpoint, implementing the Commitment Pull feature is a great advantage. The Commitment Pull provides real-time access to Viewpoint's PO/SL line item data from Content Manager. Users are presented with a grid showing all lines in Viewpoint for that particular PO/SL. Users then select lines that apply to that invoice and enter the current amount for the line item being approved.
Advanced Validation
Viewpoint clients that have advanced validation needs, a solution feature provided allows for customer-created Stored Procedures to be executed when a user attempts to approve a document. The Stored Procedure will have access to any field value from the document and when completed will return a warning or error message stating the reason the document failed validation. If the information validated successfully, the user sees nothing and the document is approved. Stored procedures can include verifying that the subcontract has been signed, insurance is up to date and a lien release is present.
Return to Content Manager Viewpoint Integration
|
