Custom Application Development – Deltek Vision – ERP Management
This is a transcript of my VI–67 session at 2017’s Deltek Insight
Continue reading “VI–68: Tips and Tricks for Creating Vision Custom Reports”
This is a transcript of my VI–67 session at 2017’s Deltek Insight
Continue reading “VI–67: Best Practices for Building a Bridge to Unlock the Power of Vision APIs”
This is a transcript of my VI–66 session at 2017’s Deltek Insight
Over many years and many discussions I found that Deltek Vision’s concept of job costing is still a stumbling stone for many accounting specialist, especially when it comes to explain this to their accountant at year end.
The main issue with this is probably because most consultants will tell these firms to offset the values in the job cost credit account with actual payroll cost and it will never tie out. Let me try to fix this later in this post.
If you’re interested in some very technical presentations on the Deltek Vision API and custom reporting for Vision then join us at this year’s Deltek Insight in Nashville from October 23 to 26.
I will be presenting the following topics:
This session will introduce you to the Vision 7.6 web services API. Attendees will learn how to find and connect to the services and what the available methods and schemas are. Then, there will be a deep dive into a code example that will show you how to read from the PR tables through the API and how you can write data back to Vision. You will see an easy approach on how parse the XML data returned and required by these API methods. As part of this session, you will receive code samples that make it easier working with the API and also some test tools that will help you creating your first Vision API application.
The session will evolve around a sample ASP.net MVC application that reads from the Vision Projects Hub and displays data in a web page
Time Slot: October 24, 9:50 am to 10:50 am
Room: Governor’s Chamber DE
This session will show off a sample solution that is able to read from and write to the Vision application using the Vision API. The sample solution will check for text files in a specific folder (expenses) and then retrieve the data and write expense transactions back into Vision. The session will offer a step-by-step guide on how to implement such a scenario and comes with a full set of step-by-step samples that will give you a hands-on playground for later. Attendees should have a basic understanding of the Vision API or attendees should first attend the “Best Practices for Building a Bridge to Unlock the Power of Vision APIs” session.
I highly suggest that you attend VI-67 first
Time Slot: October 25, 11:10 am to 12:10 am
Room: Governor’s Chamber A
This session will guide you through creating a custom report. It starts with step-by-step instructions to set up your development environment, the differences between a hosted and an on-premise distribution, the different types of report templates and how to use them, and a quick introduction to SQL Select statements. From there, attendees will learn how to set up the first simple report and then gradually turn on Vision report features like the selection feature, custom parameters, the column selection feature and the sorting and grouping feature. Attendees will also discuss real world problems with report writing for Vision and how to work around them. The presentation comes with a full set of step-by-step samples that will give you a hands-on playground for later use.
Time Slot: October 25, 08:30 am to 09:30 am
Room: Governor’s Chamber A
I will post most of the content of the sessions online sometimes after Deltek Insight.
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”
While I was restarting my website this month I came across a funny fact: there are still sites out there that link to my XP Common Controls Project (XPCC) back from 2004.
Continue reading “Flashback to 2004- XP Common Controls (XPCC)”
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”