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Limit phase code selection based on earning code used

We have the filtered earnings codes list in use but would like to be able to tie particular earnings codes to particular phase codes. For example our earnings codes 7, 30 and 32 represent per diem, subsistence and mileage respectively. We would like those (3) earnings codes to tie to specific phase codes on our jobs.

  • Beth Paget
  • Jul 7 2022
  • Already exists
Company Stoner Electric
Job Title / Role Operations Coordinator
I need it... 1 month
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  • Admin
    Mark Cadman commented
    July 11, 2022 21:18

    Hi Beth, Custom udlookups do not require Professional Services, but they can help if you need assistance.

  • Beth Paget commented
    July 11, 2022 20:56

    Hi Mark, I am sorry but I don't see how this can be classified as "already exists" if we would have to request and pay for a custom lookup to be created.

  • Admin
    Mark Cadman commented
    July 07, 2022 17:26

    Hi Beth,

    It should be possible to either limit the earncodes based on the phase selected or to limit the phases based on the job and the earncode selected by using udlookups in Vista PR Timecard Entry. Our Professional Services team can build out these custom lookups to meet your needs if you create a case on the Customer Portal here: https://support.viewpoint.com/s/submit-a-case?defaultCaseType=ProfessionalServices

    Please let me know if you have any questions.

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