
Configuring Viewpoint Vista
Clicking the Config menu (shown below) then choosing Setup Viewpoint Vista will bring up the Config Viewpoint Vista window.
In the window below, you will provide the DBID, which is used to find the appropriate AP invoices coming from Viewpoint (your ERP) to match to the invoice images extracted from Vista. Once you enter your Viewpoint Vista SQL server information you would click the Login & Validate Button. This will unlock the VPAttachmentDB and VPDatabase dropdown on the bottom allowing you to select your server for Vista. Once selected you will click AP or AR or both if you have AR setup to the spec required. Once you click the check box for AP you can click the Viewpoint Vista to Configuration Button. If Adding both AP and AR you will have to select the AP and AR check box's. Once AR/AP fields are selected click the Viewpoint Vista to Configuration button at the bottom.

It is critical that you are logged in as the service account user that will be used to run the service during this part of the configuration.