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.
From the Project Folder:
From the binDebug Directory:
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 __.rdl Examples:
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.