Creating a Deltek Vision Custom Invoice report seems like a daunting task. We know that sometimes the standard invoice template just isn’t for you. That’s why 9DOTS thinks outside of the box. A client or project may need customizations that seem impossible to create. Here are Three Easy Ways to create a custom invoice template to fit your exact needs

Editing the Deltek Vision Invoice Report

You can edit the Deltek Vision Invoice report in any version of Visual Studio, but you must compile the project for SQL Server 2008 R2, 2012, or 2014. Instead of trying to find a computer that has BIDS (Business Intelligence Development Studio for Visual Studio 2008), use any later version of Visual Studio and control the deployment of your reports easily.

To start, in the Visual Studio toolbar, select Project > Properties.
Vision Custom Invoice
Vision Custom Invoice
What’s the difference? RDL files directly from your project directory can’t be uploaded to Vision because they are not the correct XML Schema. Once you change the TargetServerVersion property and build your project, you can use the RDLs located in the OutputPath (bin\Debug) that have the schema defined by the TargetServerVersion.
From the Project Folder:
Vision Custom Invoice
From the bin\Debug Directory:
Vision Custom Invoice
The standard invoice report is a single SSRS report that contains 42 subreports. Five of those subreports contain subreports:
  1. BillingBackup.rdl
  2. CreditInvoice.rdl
  3. CreditInvoiceDetail.rdl
  4. IntercompanyInvoice.rdl
  5. Invoice.rdl
Customizations to the standard invoice may require changes to the subreports and their queries.
Vision Custom Invoice

Renaming the RDL Files

It is generally a good idea to rename all of the RDL files in the project. Our general naming convention is <client name>_<short customization identifier>_<existing RDL name>.rdl

Examples:

  1. 9DOTS_BillingPhasePercentage_Invoice.rdl
  2. 9DOTS_BillingPhasePercentage_InvoiceFee.rdl

Rename all the RDLs in the project the same way. If you are creating many Vision Custom Invoice templates, this renaming process allows you to keep your files organized. Renaming the RDL files this way also gives you the ability to identify which Invoice Template you are using in the Invoice Template Editor.

Don’t Modify Existing Report Elements

Try not to modify existing report elements and parameters. Deleting or making changes to report elements can result in unexpected behavior when running your vision custom invoice report. It can also result in report errors when you are viewing your invoice.

Alternatively, you can control element visibility by using the Visibility Category in the Properties window. Some report elements are conditionally hidden based on a parameter value, like in the screenshot below.
Vision Custom Invoice
These three tips are ways 9DOTS teaches our clients how to create their own Vision Custom Invoice. We hope this makes it simpler for you when a standard invoice report just isn’t working for your client or project. Please contact our team with any questions or for more helpful tips and tricks!