Did your finance department ever approach you to create them that one specific report that’s missing? Did you ever wonder if you could write a report that would take advantage of Deltek Vision’s ® reporting capabilities and allow you to create selections, set up your own grouping, show and hide columns and create your own favourites? Or did you ever wanted to create invoices with a bit more bling than the plain standard ones?
Then the following chapters will help you doing just that. In the first article we will go through a step-by-step guide on how to create your own custom report.
Continue reading “Deltek Vision: Custom Reporting”
Over the years I found that people always had a hard time getting started with Deltek Vision’s API. I do admit, it probably has a lot to do with the message structures the API is expecting.
To jump-start your development I just created an online Test Bench that allows you to connect to your service, run some reads and writes and returns you both a VB.net code sample and a SOAP UI request message that can be copied either into Visual Studio or SOAP UI to give you instant results.
Continue reading “A New Online Tool To Get Started With Vision API”
Does your company track company vehicle cost? Did you ever wonder if you charge enough for their usage back to the client?
One way of doing this is using some of the advanced features in the Units Info Center. In the unit definition there is a field called
Credit Account. If you put a valid financial account into this field, Vision will start posting offsetting credits for any unit that has cost assigned to it, similar to what the
Job Cost Variance account does.
Continue reading “Deltek Vision: Tracking Your Company Vehicle Costs With Units”
User initiated work flows are the back bone of Vision’s extensibility. You are able to react on every insert, update or delete for any info center record and create your own validations, field calculations or messages for the event. You can even call your own code functions, web services and stored procedures. But there’s on big limitation you have to remind yourself…
Continue reading “Deltek Vision: Things You Cannot Do With Workflows”
The longest and hardest fought over sessions in a Vision implementation are always project numbering and project structures.
While project numbering is usually defined by a legacy application or legacy filing system (and it’s less of an issue as most people think) I came across some misconceptions on Vision’s Work Breakdown Structures (WBS) and how to use them.
Continue reading “Deltek Vision: Project Structures Vs. Organizational Structures”
The most used and by far the easiest way of customizing Deltek Vision is the User Defined Controls feature. This allows you to add new fields and grids to any existing info center (like projects, employees, vendors, etc..) or even create your own new info centers from scratch.
Custom fields support all the data types you know from standard Vision like numbers, characters, dates, memo-fields, etc…
but you can also select any of the info centers (built-in and user defined) as data type which will allow you to link one record to another. Continue reading “User Defined Fields, Grids and Info Centers”
Deltek Vision’s ® invoices work but they are far from pretty…
This blog will show you how you can modify both layout and content for your company’s invoice so it matches your corporate identity.
On the way I will show you some tips and tricks on how the get more out of the invoices (add custom information, multiple designs for different clients, etc…)
Coming February 2017
Do you want to integrate Deltek Vision ® with other applications in your company? How about displaying a list of important projects on your website directly from your Vision database? Or pull employee and client information into an intranet site? Post expenses from a third party application directly into the Vision finance system?
All this and more is possible be using the freely available Vision XTEND API interfaces. The blog post will show you how and provide you with some base libraries to get started
Coming March 2017
This blog will show you how to write stored procedures that can be hooked up to one of Vision’s workflows and all the do’s and dont’s around it.
This blog will show you how to write a custom .net dll that can be hooked up to one of Vision’s workflows and all the do’s and dont’s around it.