by Loren Saunders | Sep 13, 2017 | All Case Studies, Deltek Vision, Implementation Topics, Infocenter Automation
We’ve seen hints of proper automation between the Opportunities infocenter (hub) and the Projects infocenter, with “mapped fields” and “create project from opportunity” functionality built in to the standard Deltek Vision platform....
by Loren Saunders | Aug 2, 2012 | Code Batches, Custom Apps, General Topics, Implementation Topics, Special Projects
I have a client firm who’s client recently switched from Oildex to ADP Open Invoice. In order to submit invoices to ADP Open Invoice, you have to use 1 of the following methods: 1. log in to your client’s ADP interface and us the “one at a...
by Loren Saunders | Apr 11, 2012 | All Case Studies, Configuration Topics, General Topics, Implementation Topics, Special Projects
Ronald Lu & Partners, HK had implemented Deltek Vision 5.1 in 2008 and had been live for 2 years. I received an email from the founder’s son, Bryant Lu saying that although they had been live for 2 years, their accounting department was still doing a lot of...
by Loren Saunders | Apr 3, 2012 | General Topics, Implementation Topics, Infocenter Automation
Ah… the magical stored procedures! I have heard people talk about stored procedures for Vision, heard people ask about them, heard people say they can write them. But what exactly IS a stored procedure? A stored procedure is a batch of programming code written...
by Loren Saunders | Apr 2, 2012 | Configuration Topics, General Topics, Implementation Topics, Infocenter Automation
In order to effectively address a Deltek Vision implementation and make it fit better to a particular firm’s way of business, I most often walk through a process down through the 3 layers of the enterprise app, then back up again. This is a very simplified...
