A New Online Tool To Get Started With Vision API

NOTICE:
The Vision API Test Bench web site has been suspended due to the high cost of running such a server.
If you would be interested in sponsoring the site, please contact me – this would allow me to get the application online again!

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”

Deltek Vision: Tracking Your Company Vehicle Costs With Units

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.

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Deltek Vision: Custom Reporting

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.

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User Defined Fields, Grids and Info Centers

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”