Siteline + Viewpoint Vista - SQL Server Permissions

Table

Permissions

Name

Why Siteline needs it

APHB

SELECT

AP Header Batch

Reads the pending AP invoices your team has entered but not yet posted, so Siteline can surface recent vendor invoices on each project.

APLB

SELECT

AP Line Batch

Reads the line items on those pending AP invoices.

APPH

SELECT

AP Payment History

Reads payments you have issued to vendors so Siteline can show payment status on lower-tier lien waivers.

APTD

SELECT

AP Transaction Detail

Reads how each AP payment was split across the invoices it paid, so Siteline knows which invoices have been paid.

APTH

SELECT

AP Transaction History

Reads posted (finalized) AP invoices from your vendors, used on vendor-history and lower-tier waiver views.

APTL

SELECT

AP Transaction Line

Reads the line items on those posted AP invoices.

APUI

SELECT

AP Unapproved Invoice

Reads AP invoices that have been entered but not yet approved, so they show up alongside pending and posted invoices.

APUL

SELECT

AP Unapproved Line

Reads the line items on those unapproved AP invoices.

APVM

SELECT

AP Vendor Master

Reads your vendor directory so subs and suppliers can be linked to Siteline projects.

ARBH

SELECT, INSERT

AR Batch Header

Reads pending AR invoices, and creates new pending AR invoices here when you sync a Siteline pay app to Vista.

ARBL

SELECT, INSERT

AR Batch Line

Reads and writes the line items on pending AR invoices alongside the batch header.

ARCM

SELECT

AR Customer Master

Reads your customer directory (GCs and owners) so they can be picked when setting up Siteline projects.

ARCO

SELECT, UPDATE

AR Company Setup

Reads your AR Company settings to know whether Vista should auto-number invoices, and updates the last-used invoice number after Siteline writes a new invoice.

ARTH

SELECT

AR Transaction History

Reads your posted AR invoices to your customers so Siteline can show their billing history.

ARTL

SELECT

AR Transaction Line

Reads the line items on those posted AR invoices.

bHQPT

SELECT

HQ Pay Terms (view)

Looks up the human-readable pay-terms description (e.g. "Net 30") to show alongside subcontracts.

bJCCH

SELECT

Job Cost Budget Header (view)

Reads each job's budget broken down by phase and cost type, so Siteline knows which cost types are valid for each cost code on a project.

bJCJM

SELECT

Job Master (view)

Reads your project / job list so Siteline can show all of your active and inactive Vista jobs.

bJCJP

SELECT

Job Phase (view)

Looks up the description of each phase used on a job so Siteline can show readable phase names alongside the project's budget lines.

bPMSL

SELECT

PM Subcontract Log (view)

Reads subcontract amounts that have not been interfaced from PM to JC yet — used as a fallback when the JC-side amounts are still empty.

bSLHD

SELECT

Subcontract Header (view)

Reads your subcontracts (number, vendor, status, original date) so Siteline can show vendor commitments per project.

bSLIT

SELECT

Subcontract Items (view)

Reads the line items on each subcontract — used to roll up the committed amount that Siteline displays.

HQBC

SELECT, INSERT

HQ Batch Control

Creates a batch row before Siteline writes a new AR invoice — this is how Vista groups new invoices for posting.

HQPT

SELECT

HQ Pay Terms

Looks up the day count and description for a pay-terms code so Siteline can show "Net 30" / "Net 45" alongside contracts.

HQTX

SELECT

HQ Tax Codes

Reads your tax-code catalog so Siteline can pick the right one when writing invoices, including the rolled-up combined rate.

JBIN

SELECT, INSERT

JB Invoice Header

Reads your Job-Billing invoices and writes new ones when you post a Siteline pay app via JB Billing.

JBIT

SELECT, INSERT

JB Invoice Lines

Reads and writes the line items on JB Billing invoices alongside the header.

JCCD

SELECT

Job Cost Detail

Reads the estimated and actual cost per job so Siteline can show project cost totals on the dashboard.

JCCI

SELECT

Contract Items

Reads each prime contract's SOV (schedule of values) so Siteline can populate a project's billing lines automatically.

JCCM

SELECT

Contract Master

Reads your prime contracts (contract number, retention %, customer, start dates).

JCCOCompany

SELECT

Job Cost Company

Lists the companies (entities) in your Vista database so you can pick which one to connect Siteline to during setup.

JCCT

SELECT

Cost Types

Reads your cost-type catalog (Labor, Material, Subcontract, etc.) so Siteline can show them on cost reports.

JCOD

SELECT

Change Order Detail

Reads the cost-side detail on change orders so Siteline can surface the phase / cost type for each line.

JCOH

SELECT

Change Order Header

Reads posted change orders on your prime contracts so they show up in Siteline's change-order log.

JCOI

SELECT

Change Order Items

Reads the contract-side line items on each posted change order — the breakout that goes into Siteline's SOV.

JCPM

SELECT

Cost Codes (Phases)

Reads your cost codes so they can be picked when entering change orders or other cost-coded items in Siteline.

PMOH

SELECT, INSERT

PM Change Order Header

Writes a new change-order header on the PM side when Siteline submits a change-order request — you then run PM Interface to push it to JC.

PMOI

INSERT

PM Change Order Items

Writes the line items on a new PM-side change order alongside the header.

POHB

SELECT

PO Header Batch

Reads pending purchase orders so Siteline can surface them as vendor commitments before they post.

POHD

SELECT

PO Header

Reads posted purchase orders so Siteline can surface them as vendor commitments on each project.

POIB

SELECT

PO Item Batch

Reads the line items on pending purchase orders.

POIT

SELECT

PO Item Transaction

Reads the line items on posted purchase orders.