3 ways to improve production for Deltek

Three ways to improve production and procurement for Deltek Vision and Vantagepoint

Three ways to make manufacturing work for Deltek Vision and Vantagepoint using FMIS

FMIS RFQs

Working with RFQs

Create and manage RFQs quickly and easily to streamline your order processing and inventory management.

Introducing the new FMIS dashboard

Do more with FMIS Dashboards

Introducing the new FMIS Dashboard. Manage all your reports and actions in one place.

FMIS Solutions for Deltek

Building a Bill of Materials in Deltek Vision, Vantagepoint or Ajera

How to create and manage your Bill of Materials (BOM) within Deltek Vision, Vantagepoint or Ajera using FMIS solutions for Deltek.

FMIS Solutions for Deltek

Materials Management within Deltek Vision and Vantagepoint

How to handle inventory, asset tracking, assemblies, kitting and BOMs effectively with Vision or DPS from the sales order to fulfilment.

FMIS Solutions for Deltek

Deltek for Professional Services

Fully integrated Purchasing, Asset Management and Production Control for Deltek for Professional Services from FMIS

Effective software integration projects

6 steps to a successful software integration

Successful software integrations can cut costs and save time. Find out how to manage your project effectively from start to finish.

Sales Order Processing case study

Sales Order Processing case study

Sales Order Processing Case Study

Engineering Sales Order Processing case study

The customer, a comprehensive professional services firm providing design solutions to private and public sector clients, required an efficient sales order processing system integrating with Deltek Vision. Key requirements included: billing interface with Vision, accounts payable interface via invoice matching, strong control over product item master records, including complex bill of material assembly.

Sales Order Processing

Sales Order Processing case study flow chart

Sales Order Processing flow chart

The sales order can be made up of many combinations of assemblies, items and services. As a user constructs the sales order the system provides real time control over margins and build specifications. The system allowed an easy set up of all required parts and a straight forward authorisation trail.

Fulfilment: purchase or stock

The purchase order will be automatically routed to the preferred vendor for the associated items within the bill of assembly. Vendor selection can be overridden on the sales order if required. The user can also select the item to come from stock, selecting a specific batch quantity or serial number to be added to the packing list. Any final purchase orders will be emailed to the vendor once any authorisation has been completed.

Purchasing

Vendors receive the purchase order by mail or by email. A system alert manager monitors the progress of the purchase against the required delivery dates. Purchase order amendments can be raised at any time. Utility bills and other contracted costs can also be entered as purchase contracts.

Goods receipt

Each category of product has its own set of attributes to be used when recording the eventual receipt of the goods or service. Any serialised item can have make, model, year of manufacture, serial number or any other items captured by electronic entry, manual entry or through the punch-out service.

Equipment and inventory

Any IT equipment is logged into the physical asset register passing on all of the prior information collated to date. The Equipment system allows for asset tracking and automatic reconciliation with the Fixed Asset register.

Invoice matching

Vendor invoices can now be easily matched (two, three or four-way) against the system. The batch of vendor invoices are automatically generated into the Vision Accounts Payable system. Any variances, subject to route and category limits, will automate the production of a new purchase order change request.

Shipping/billing

All part/full shipments will generate a billing entry in Vision with the correct sales order references, quantity and values. Shipping documents can be formatted and templated by the system.