Invoice Sync: Setup Viewpoint Vista

Invoice Sync: Setup Viewpoint Vista

Once you have Invoice Sync installed, use the following steps to complete setup.

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.

Post-Install Service Management

Once you have all of your data folders from ADC added and set up. You will want to make sure it works by pressing the Generate CSV Output Button. Open the file created and then check that it has listed the images in the folder by invoice ID. If Images are present in the CSV click the Save Config button to save the correct config file up to AWS. Once completed it will be available to view on DynamoDB.

Starting / Stopping / Restarting the Service

You must be an administrator on the machine the service is installed on and run any of the commands below  as an administrator 
There are three ways to perform these functions:
  1. Go to the Windows Services MMC control panel and use the start/stop/restart functions
  2. If you included the start menu icons during install, you can use the icons in the start menu to Start, Stop, Restart, and Configure the service
  3. Go to the installation folder from an administrative command line and use the following command-line arguments:
    1. --start
    2. --stop
    3. --restart

Adding / Removing / Changing Configured Folders

Go to the installation folder from a command line and use the --config command-line argument to open the configuration UI or edit the SignedUpload.config file. After any changes, be sure to restart the service for the updated configuration to take effect.

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